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Mastering Data Preparation and Analysis in Excel

Learn the logical progression of spreadsheet creation, including design concepts that EVERY CPA should incorporate into their spreadsheets. Then, discuss concepts to...

Webcast Information systems environment Foundational

Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

This session continues the discussion about external data and digs into the details for retrieving data from other sources.

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 1: Tables and Named References

The first session in the Excel for Accounting Professionals series covers one of the most significant enhancements rolled out with Excel 2007, Tables.

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

This session opens with conditional summing. If you have not explored conditional summing yet, you are in for a surprise. Conditional summing is a game changer, and...

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 6: List Comparisons and Indenting

This session opens with how to use Excel's lookup functions to perform list comparisons. And, how to perform multicolumn list comparisons without first combining...

Webcast Information systems environment Foundational

The New Power Query: Get and Transform your data in Excel 2016

In this webcast, we'll apply these excel tools in several typical scenarios, including flattening data, splitting and combining columns, formatting data, unpivoting...

Webcast Information systems environment Foundational

Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data

In this session we finish our PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use...

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups

This session walks through the limitations, and suggests how to improve the VLOOKUP function. We then discuss how to move beyond VLOOKUP altogether. We spend some time...

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

This session covers the function that sums better than the SUM function for accounting professionals.

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

This session covers workbook design principles to help you build reliable recurring-use workbooks, as well as workbook and worksheet organization ideas.

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Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

This session covers key date and text functions. It also demonstrates how to greatly improve the utility of the conditional summing function by using comparison...

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

This final session in the Excel for Accounting Professionals webcast series offers you the opportunity to apply many of the items covered at the same time. The...

Webcast Information systems environment Foundational