In this course we will explore many of the best Excel tips for: working
with spreadsheets, data, and reporting tools; presenting data in graphic
form; linking data from Excel; consolidating worksheets; and new
features in Excel. This presentation applies to Excel 2013, 2010, and
2007. Excel 2013 new features will be emphasized. Attendees will receive
practical information, many tips and course take-away resources.
(Format: hands-on, instructor-led)
Learning Objectives
After completing this course, participants will be able to:
• Compare and contrast the Excel Pivot Table for analyzing one set of
data vs
the Multiple Consolidated Ranges feature for analyzing multiple
sets of data that are dissimilar in structure;
• Explore Pivot Table analysis in date ranges;
• Use new Conditional Formatting and Sparkline presentation graphics to
show patterns and trends in data and build a digital dashboard;
• Incorporate new data visualization reporting features;
• Use the data linking features between Excel and Word that
automatically expand and contract the linked picture as the Excel data
range expands and contracts; and
• Learn many of the best Excel productivity tips for accountants
Major Topics
1
Compare and contrast the Excel Pivot Table for analyzing one set of
data vs
the Multiple Consolidated Ranges feature for analyzing multiple
sets of data that are dissimilar in structure
• Analyze one set of data
with a Pivot Table and multiple sets of data with PowerPivot •
Incorporate the benefits of the Multiple Consolidated Ranges feature for
analyzing multiple sets of spreadsheet data • Explore the pros and cons
of using each feature
2
Explore Pivot Table analysis in date ranges
• Use date grouping
within a Pivot Table • Filter a Pivot Table using the Report Filter and
the new Slicer and Timeline • Explore the pros and cons of using each
feature
3
Use new Conditional Formatting and Sparkline presentation graphics to
show patterns and trends in data and build digital dashboards
•
Communicate patterns and trends in data visually with interactive color
and icon based conditional formatting rules and also the new Sparkline
graphic • Explore how to choose the best graphic feature for your
analysis • Work with digital dashboard elements
