Essential Excel Skills

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Course Summary:

Designed for immediate application, this program includes Excel skills tailored for accountants and CPAs, helping you work faster, smarter, and with greater confidence in your daily tasks.

Course Details:

This training course provides you with essential spreadsheet skills, from navigating files and formulas to creating impactful visuals and error-free data entry.

Consisting of eight modules that include step-by-step demonstrations, detailed handouts, and sample workbooks - making it easy to learn at your own pace - you will learn not only the basics, but master lookup and logic functions, how to build smart calculations, and explore powerful tools like PivotTables and conditional formatting.

Designed for immediate application, this program includes Excel skills tailored for accountants and CPAs, helping you work faster, smarter, and with greater confidence in your daily tasks.

THE MODULES

< h3>Introduction to Spreadsheets (Part 1)This module guides participants through various essential Excel skills. It starts from the beginning with Excel with topics such as saving Excel files, entering text into worksheet cells, and managing column widths.

Learning Objectives:

• Recall which keyboard shortcut undoes your last action in Excel.
• Identify the most efficient method for copying formulas down a column in Excel.
• Identify the three inputs required by Excel's PMT worksheet function.

Introduction to Spreadsheets (Part 2)

This module builds on the discussion in part 1 of the two-part series on spreadsheet basics. It covers how to duplicate Excel worksheets to save time, as well as create a fallback position.

Learning Objectives:

• Define the arguments for the INDEX worksheet function.
• State which section of Excel's File menu enables you to mark a document as trusted.
• Recall the area of Excel's Options dialog box that allows you to enable the Solver feature in Excel.

Introduction to Excel Lookup Formulas

This module discusses Excel's family of lookup functions, guiding you from the legacy VLOOKUP formula to the more versatile XLOOKUP.

Learning Objectives:

• State which XLOOKUP argument causes an alternate value to be displayed in lieu of #N/A.
• State the arguments for Excel's SUMIF function.
• Recall what to specify in the match_mode argument to cause XLOOKUP to return an approximate match based upon the next smaller item.

Excel PivotTable Basics

This module introduces you to the power and flexibility of PivotTables - Excel's most effective tool for summarizing and analyzing large datasets. It walks you through the process of creating PivotTables from data ranges and Excel tables, and explains how to format your source data for best results.

Learning Objectives:

• Identify the location of the Field List command within Excel's ribbon menu interface.
• Recall the requirement that enables the Show Report Filter Pages command.
• Demonstrate how moving fields to the Columns area affects the structure of a PivotTable

Creating Error-Free Spreadsheets

This module covers techniques that make for efficient spreadsheet design and data analysis. Learn how to streamline your Excel worksheets by eliminating clutter and improving readability.

Learning Objectives:

• Define the arguments for the INDEX worksheet function.
• State which section of Excel's File menu enables you to mark a document as trusted.
• Recall the area of Excel's Options dialog box that allows you to enable the Solver feature in Excel

Streamlining Data Entry in Excel

This module empowers you to work smarter rather than harder. You'll learn how to use AI in Excel to convert pictures or PDF into editable data, and to combine or separate data into columns.

Learning Objectives:

• State which feature in Excel allows you to combine two or more columns together.
• State which version(s) of Excel offer the ability to extract data from PDF files by way of Power Query.
• State the functionality that the Flash Fill feature offers.

Surveying Summing Functions in Excel

This module shares several worksheet functions with you that will enable you to sum data in a variety of ways. Techniques include maximizing the statistics that appear on Excel's Status Bar, using the AutoSum feature, and future-proofing the SUM function.

Learning Objectives:

• Identify how to improve the integrity of SUM-based formulas in Excel.
• State what SUMIF returns if a match cannot be found.
• Recall the maximum number of criteria pairs that the SUMIFS function permits.

Maximizing Excel Charts

This module shares lots of tricks and techniques you can implement to create, streamline, and even automate Excel charts.

em>Learning Objectives:

• Recall the keyboard shortcut that creates a chart object on an Excel worksheet.
• Identify the chart you must create to plot data on two vertical axes.
• Identify and apply the appropriate axis type in an Excel chart to control the display of date-based data, ensuring that missing dates (such as weekends) do not create unintended gaps.

Course Access

This module contains a lot of details, and should take approximately 16 hours to complete. Upon enrollment, you will receive an email from the course provider (Lambers) with information to access your course. You will have full access to the course and it's modules for one full year and can renew for additional access thereafter.

About Your Certificate

Upon completion of the course and passing the accompanying exam you will earn a printable and frameable Certificate of Completion.