Excel Training
Excel Savvy: Pivot Tables and Pivot Charts
In this webinar, you will learn how to make all of your raw data and quickly turn that data into easy-to-use flexible summary reports using Pivot Tables and Charts. We will start with the basics and built up more complex pivot tables. Many people struggle with how to create Pivot Tables, or maybe they don’t even know what they can do, or maybe they think they are too difficult. I’m going to show you what th..
Excel Savvy: Tips and Techniques for Enhancing Charts
When you participate in this enlightening session, you’ll learn from Excel expert David Ringstrom, CPA, a variety of tips and techniques to help you create and automate your Excel charts. David discusses several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotChart feature, and more. In addition, he explains how to avoid repetitive formatting, ..
Excel Spreadsheet Productivity Tips For Financial Advisors
We’ll explore dozens of financial functions in Excel, how to use them and how to avoid the associated pitfalls. Then we’ll take the results of your calculations and show you how to set up simple dashboards to communicate the results of your analysis. Finally, we’ll introduce you to Excel’s Power Query function and how to leverage it with external data and data sources in Pivot Tables.Excel was built for tho..
Excel Tables and Data Models - Efficiently Managing, Analyzing, & Reporting Your Data
To efficiently manage, analyze, and report in Excel, you need more than traditional ranges of data – you need tables and data models! Two of Excel’s best features about which most users know very little, tables and data models allow you to process large volumes of data into dynamic reports and analytical elements with unsurpassed ease, accuracy, and speed.Far more than just a formatting tool, tables should ..
Excel: Creating Simple Dashboards in Excel
Dashboards are a collection of visual elements that represent reporting on current business data. Just like you look at the dashboard of your car to determine whether you need fuel or oil, a dashboard can help inform key decisions in your everyday business processes. One way to create a reporting tool like this is to use Microsoft Excel. In this session, we’ll learn how to:Create and access multiple data se..
Excel: Managing List-Based Data
If you think that Excel is all about working with numbers, then think again. More and more people are turning to Excel to help them to manage list-based data. Whether it's lists of employees, lists of equipment, lists of training courses, or anything else, Excel contains a whole array of features designed to help you to manage your list-based data.Areas CoveredSorting a list of items into alphabetical, nume..
Excel: Power Query - How to Import and Clean Data Quickly
Do you import data into Excel from other sources (such as CSV files, text files, web pages, databases, or SharePoint)?Does the data that you import need to be "cleaned" before it can be used? (cleaning refers to things like removing duplicate rows, removing blank rows, removing unnecessary columns, converting cases, changing date formats, and more).Do you spend more time than necessary performing data clean..
Explore What's New in Ms Office 365’s - Excel 2016/2019
When you have Office365, you automatically get the newest version of Excel. If you are upgrading from Excel 2010 or even an earlier version, then you will see many new changes. The menus have changed, there are new functions, etc. It can be very confusing. This webinar will make the transition seamless and easy. You will see how the menus have changed, the new functions, and the new features.Learning Object..
Exploring Excel: Data Analysis - Automating Excel-Based Financial Statements
In the financial world, information is king. And getting that information as quickly as possible is extremely important. Also, formatting the data into meaningful reports is equally as important. Microsoft Excel is your key to breaking down large amounts of data into meaningful information as quickly as possible. Excel has some built-in functions and tools made just for the financial professional. This webi..
Exploring Excel: Logic Formulas - IF, AND, OR, and Beyond
Microsoft Excel has the possibility of processing your data in many ways with built-in formulas. But, you have to know how to use them. It may be hard to figure out these formulas. This webinar will show you exactly how to utilize the logical formulas and functions in Excel to help you get the most out of your data so you can make meaningful decisions.Areas CoveredIFAndOrNested IFConditional FormattingCondi..
Going From Excel Pivot Tables To KPI Dashboards
IBM states that the data professional jobs projected to grow fastest are Business Intelligence (BI) Data Analytics and Data Visualization/Dashboards. The Demand for Data Analytics and BI Dashboard work alone is projected to grow by 44% over the next two years! 1. Source: IBM: The Quant Crunch, how the demand for data science skills is disrupting the job market.If you have a career that involves creating rep..
KPI Dashboards: How To Go From Pivot Tables to Excel Interactive, BI Dashboards
In this training session, you'll learn how to create a stunning, interactive professional-looking dashboard using Excel. This training will provide you with a solid foundation that you can use to build your own dashboards and reports.No matter what business you are in, a dashboard is a critical tool in your communication armory and as with any communication tool, a presentation is everything. Although there..
Laying Out a Financial Model
The problem with modeling in Excel is no two spreadsheets look the same. This makes it difficult for end users to understand and modelers to take over others work. This course considers the four key principles required for laying out a good financial model and provides practical tips and tricks to get your spreadsheets on the right track from the very start. The session revolves around building the rudiment..
Let’s Upgrade to Excel 2016 / 2019
When you have Office365, you automatically get the newest version of Excel. If you are upgrading from Excel 2010 or even an earlier version, then you will see many new changes. The menus have changed, there are new functions, etc. It can be very confusing. This webinar will make the transition seamless and easy. Areas Covered New MenusNew FunctionsFormatted tables/SlicerN..
Linking and Consolidating Data in Excel Workbooks
Excel provides the ability to connect a cell to data entered into another cell. A linked cell behaves as if it actually contains the data in the original cell. A reference that refers to the same cell or range on multiple sheets is called a 3-D reference. A 3-D reference is a useful and convenient way to reference several worksheets that follow the same pattern while cells on each worksheet contain the same..