Managing Data with Excel (TAMC)

Pre-requistes:

Basic file management skills (open/close) are assumed. Basic Excel skills of navigation, using cell references and basic formulas such as =SUM() are assumed.

Knowledge Level:

Overview

Major Topics:

• Overview of Excel’s data features 
• Sorting functions
• Filtering Data 
• Outlines 
• Subtotals 
• Pivot Tables Displaying Data

 

 

Learning Objectives:

• Recognize basic components of a database Identify and apply different ways to sort data 
• Define and apply filtering techniques 
• Recognize the steps required to create and copy subtotals and nested subtotals 
• Recognize when it is appropriate to use a pivot table 
• Recognize the steps to create, edit and format pivot tables 
• Recognize and components of a database function and how to apply them 
• Recognize how to apply and remove conditional formatting
•  Recognize and apply an Outline format

Designed For:

All CPAs