ComplianceOnline

Step-By-Step Excel Tables - Part 2

Instructor: Joe Weil
Product ID: 704622
  • Duration: 90 Min

recorded version

$129.00
1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section

Training CD

$249.00
One CD is for usage in one location only.
(For multiple locations contact Customer Care)
CD and Ref. material will be shipped within 15 business days

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Read Frequently Asked Questions

In this training program, attendees will learn how to download, set up and then use Excel Tables to rapidly sort, filter and analyze large amounts of information. This webinar will take attendees from being an inexperienced Excel Tables user to an advanced Excel Table user, mastering advanced Excel Table features, functions and much more. In addition to the basics, attendees will learn how to format beautiful, unique tables and use advanced, custom filtering with a Criteria Range to automatically and rapidly manipulate and analyze your data.

Why Should You Attend:

This webinar will benefit administrators, CPAs, managers, directors, CEOs, administrative assistants, or any professional who would like to sharpen his/her audit or financial reporting abilities. The webinar instructor will use practical examples that can be easily translated to a variety of work situations using the same methodology to accomplish a variety of professional Excel Table jobs.

Attendees will learn to use a Criteria Range with the advanced filter to evaluate different scenarios, and analyze account receivables, inventory, a payroll register or other items using the exact same methodology (receivables more than 60 days outstanding, greater than $10,000, etc.). This practical, on-the-job, 90-minute webinar training will provide you with the critical technical skills you need for success in today's competitive business world.

Other training programs in this Excel series:

Areas Covered in the Webinar:

  1. Rapidly Sorting a Data Range (Not an Excel Table) with the Data Tab or Home Tab
    • Identifying cell in column to be sorted
    • Right clicking for rapid sorting
    • Custom sort up to 32 fields of data
  2. Using the Auto Filter Button for a Data Range
    • Selecting items to filter
    • Sorting after selecting items to filter
  3. Cleaning Up and Enhancing Your Downloaded Data – Correcting Problems
    • Separating first and last names with Flash Fill
    • Undoing downloaded hyperlinks for a normal range or Excel table
    • Formatting and more for stunningly beautiful displays
      • Reverses, type fonts, font color, background color
      • Inserting pictures and logos for dynamic presentations
  4. Excel Table Basics
  5. Rapidly Converting a Data Range to an Excel Table

    • Using the More key to select your table design
    • Activating the Excel Table and using the Special Table Toolbar
    • Easily adding more rows of data to your table as necessary

    Sorting and Filtering Your Excel Table

    • Sort commands with the ribbon and/or the right mouse key
    • Using the filter commands, sorting filtered information and undoing the filter commands
  6. Excel Table Professional-Level Features
  7. Using the Subtotal Feature for a Data Base (automatically computes totals, averages, counts, etc. in an Excel data base)

    • Selecting the key column
    • Using the data tab, outline group and dropdown features

    Establishing and Using a Criteria Range

    • Filtering for logical and mathematical operands - if, then, greater than, less than, etc.
    • Condensing or expanding the criteria range as necessary for appropriate results
    • Using the advanced filter button for easy, rapid results

    Using Excel Data Table Formulas

    • DSums, DAverages, DMin and DMax
    • Comparisons/Advantages to Sub Totals - Sums, Averages, Counts, Min and Max
  8. Rapidly Converting Your Table to a Pivot Table - Quick Examples
  9. Introduction to Pivot Tables - How to Instantly Change Rows and Columns for Effective Analysis

Who Will Benefit:

Managers, supervisors, financial professionals, administrative assistants, sales professionals, marketers — anyone who uses Microsoft Excel and wants to save hours, avoid using cumbersome tables and analyze data in the most proficient manner possible.

  • Banking
  • Finance
  • Marketing
  • Sales
  • Investments
  • Pharmacy
  • Accounts
  • Credit Unions
  • Audit

Instructor Profile:

A former corporate controller and director of auditing, Joe Weil, CPA, has 25+ years of Excel instruction/presentation experience. He holds a Master of Accounting degree and is a college Excel and auditing professor. Mr. Weil has led over 400 Excel presentations.

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