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Excel Tools &Tips for the Accountant
Course Catalog > Excel Tools &Tips for the Accountant

Course Name: Excel Tools and Tips for Accountants
Course ID: ETTA709
Ebook: Excel Tools and Tips for the CPA (PDF file)
Author:
Patricia McCarthy
Publisher: Mill Creek Publisher

Buy NowPrice: $59.50

Learn some cool and useful tips as well as some of Excel 2007's new features. Tips include how to: move around a spreadsheet efficiently; nest subtotals; copy subtotals; remove duplicates; create and manage pivot tables, do an INDEX MATCH lookup and how to link Excel charts into PowerPoint.

Course Objective:
This course covers the tips, tools and some techniques for Excel 2007. The features discussed are geared toward ones that accountants and CPAs needs to know. Watch your efficiency and productivity increase.

Learning Objective: This course provides step by step instructions and a variety of exercise files to practice on. By the end of the course, you will be familiar Excel 2007's new features. Your efficiency should increase as you will see a variety ways to navigate and copy data more efficiently.  In addition,you will be comfortable using Excel as an analytical tool to manage a large volume of data by using lookup functions, pivot tables and using text functions.

Course Format:
Ebook in PDF format plus associated exercise files. The manual is set up in a question and answer format by topic. See Sample page1, Sample page 2

Course Level: Basic to Intermediate

Prerequisites:
This course is designed for users of Excel 2007 although people with earlier versions would still benefit from some of the tips and tools that also work in Excel 2003 and also want to get a preview of what new features are in Excel 2007. This course is not recommended for anyone who has already taken Tools and Tips for CPAs as this course is quite similar- the major difference is that this course includes exercise files to work through while the other was just an Ebook.

 

Recommended CPE: 7 Hours 

 


NASBA Category: Computer Science

Revised/Reviewed: August 2010


This is a great course if you are looking for some helpful tools and tips on increasing your efficiency and productivity in Excel.
This course covers:
Quick OverView of Excel 2007 basics
  Enhanced Features in Excel 2007
     Filter, Conditional Formatting, Sort, IFERROR

Basics
   Selecting Data, Navigating Around,Copy/Group Data

   Work with Formulas, Printing
Analytical and Productivity Tools
   Subtotals, SUMIF, SUMIFS,Index Match, Pivot Tables
   Linking Excel Charts into PowerPoint,
   Get External Data, Text Commands
   Remove Duplicates

 

Price:$59.50

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This website has been developed by a licensed CPA and a software trainer who realized the need for practical cpe that was relevant to every day life. We elected to focus on Microsoft products as these are the tools most used on a day to day basis to analyze, aggregate and present financial information. We create or look for materials that will help make your work life easier and more productive.
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