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Streamlined Excel Reporting Series

The Streamlined Excel Reporting Series includes four webcasts that will guide you through step-by-step demonstrations on how to create and use PivotTables to increase...

Webcast Information systems environment Foundational

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

Excel for Accounting Professionals Webcast Series

The Excel for Accounting Professionals webcast series is designed to walk through the Excel features, functions and techniques that will save you time.

Webcast Information systems environment Foundational

Streamlined Excel Reporting Series Session 2: Working with PivotTables

This session begins by comparing the formula-based reports we built at the end of the EAP series to PivotTables.

Webcast Information systems environment Foundational

Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

The first session of the series introduces the PivotTable feature and covers the basics.

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...

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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...

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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