Description:

Have you ever opened a blank workbook in Excel and just stared at it, wondering where to begin? Or, do you spend most of your time just formatting cells to make your spreadsheet look pretty? Or, do you just wonder if there is a better way to creating your spreadsheets?

This course is designed to take you from a blank worksheet to a completed report. Our example will be a financial statement but you can use the knowledge gained in the course and apply it to your specific job function.  You will learn to import data instead of manually entering it. Learn that you can use functions and formulas to build calculations that will eliminate the need to manually manipulate your data. Our goal is to make sure you have all the information needed to build reports without having to manually enter it every month.  

You will learn techniques to use your data to build your reports. This will include building formulas that are flexible with your changing data. You will learn techniques to validate your report calculations so you can improve the accuracy of your reports. You will also learn how to quickly format reports and techniques that allow you to efficiently change the format.  Lastly, you will learn how PivotTables can provide a more dynamic reporting option instead of using pre-defined report formats.

Obviously, we will be covering a lot of ground, so to enhance your learning experience all examples will be provided to each participant along with instructions. This will allow you to follow along and use as you apply your new knowledge to your spreadsheets.

This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Learning Objectives:

After attending this presentation you will be able to...  

• Recall best practices when creating reports in Excel
• Identify ways to reduce manual entries when creating reports in Excel
• Recognize features that are more efficient for creating reports in Excel
• Indicate how you can use PivotTables to provide more flexibility in Excel reports

Program Content:

The major topics that will be covered in this class include:  

• Best practices for creating a report in Excel
• Getting data into Excel
• Techniques to efficiently create reports in Excel
• Using PivotTables to create interactive reports in Excel

Who should attend: Anyone who wants to improve their Excel skills

Field of Study: Computer Software & Application

Program Level: Basic

Developed By: CPA Crossings, LLC

Instructor: Bryan L. Smith, CPA.CITP, CISA

Prerequisites: A basic understanding of how to use Excel

Advanced Preparation: None

Format: QAS Self-Study