Gain insight into applicable Excel® fundamentals that will improve the accuracy and efficiency of your spreadsheets.
In today’s world, accountants and bookkeepers are presented with tons of data on a daily basis. This data has to be summarized and analyzed in many ways. This can be a very daunting task. Excel has many ways to help you manage your data. This presentation will help accountants and bookkeepers manage large amounts of data. It will show you how to use formulas like COUNTIF, SUMIF, and VLOOKUP to help summarize the data. Then, it will discuss specific ways to manage the data using sorts, filters and conditional formatting. The next section of the presentation will show you how to visualize the data with charts. And then, you will learn how to summarize the data in many ways with pivot tables.
Learning Objectives
- You will be able to define sums and counts for each category of data using SUMIF and COUNTIF.
- You will be able to discuss trends of data using charts.
- You will be able to identify any invalid data using data validation or conditional formatting.
- You will be able to review summarizations of data with pivot tables.
Agenda
Functions and Formulas That Help Accountants
- IF
- COUNTIF, SUMIF
- VLOOKUP
Managing Large Amounts of Data
- Sorts and Filters
- Conditional Formatting
- Data Validation
- Subtotals
Visualizing Your Data With Charts
- Creating a Chart
- Changing a Chart
- Combo Chart
Summarizing Your Data With Pivot Tables
- Building a Pivot Table
- Displaying Different Calculations on a Pivot Table
- Summarizing Your Data by Day, Month, Quarter, or Year
Speakers
Tom Fragale,
The PC Guy, Inc.- Computer professional with over 30 years of professional experience
- Microsoft® Certified Trainer, Microsoft® Certified Office Master, Microsoft® Certified Expert in Word® and Excel®, and a Microsoft® Certified Specialist in Access®, Outlook®, and PowerPoint®
- Trained over 30,000 business people in online webinars, public seminars, and onsite training
- Clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including insurance, manufacturing, banking, pharmaceutical, education, and retail
- Topics of expertise include Access®, Excel®, Word®, PowerPoint®, Outlook®, Crystal Reports, SQL Server, Visio®, QuickBooks®, and SharePoint®, among others
- His passion is training people and helping people get the most out of their computers
- A published author, having written a book on Microsoft® Access®
- B.A. degree in computer science, LaSalle University
Who Should Attend
This live webinar is designed for accountants, CPAs, CEOs, presidents, vice presidents, CFOs, controllers, business owners and managers, bookkeepers, and tax preparers.
