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Data Management Best Practices in Excel®

Discover the tools you will use for effective data management in Excel® and a guide on how to use these tools.

Let's face it, using Microsoft® Excel® can get complicated really fast when you start adding large amounts of data. Think about what happens when you add data from multiple sources and none of them have the same data fields. A simple list of items can turn into a nightmare once you try to find individual items or do comparisons. This training will show best practices for using PivotTables, charts, and just ordinary plain lists and columns. You will learn the most common keyboard shortcuts, as well as common functions and formulas.

90 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Down to Basics - Design the Spreadsheet

  • Who's Your Audience?
  • What Data Are You Wanting to Communicate?
  • Rows and Columns
  • Worksheets
  • Absolute vs. Relative Cells

Formatting

  • Shortcuts
  • Conditional
  • Cell Formats, Numbers, Text, etc.
  • Cell Comments

Tables

Templates

Security

  • Protect or Not Protect

Sort and Filter

Formulas/Functions

  • Trace Precedents/Trace Dependents
  • VLOOKUP
  • Difference Between TODAY and NOW
  • COUNT and COUNTIF
  • Data Validation
  • CONCATENATE (Text to Columns)
  • TRIM
  • UPPER/LOWER/PROPER
  • IF/THEN
  • AND/OR
  • NOT
  • INDEX and MATCH
  • Duplicates

PivotTables/PivotCharts

To Macro or Not to Macro

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More Program Information

Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on October 30, 2020.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jill A. Trehearne

Jill A. Trehearne

FatDAWGS.com

  • President of FatDAWGS.com
  • Over 15 years in the graphic/publishing industry
  • Over 20 years in the IT industry, including 8 years working at Microsoft Corporation as a support engineer and content lead and Windows® system engineer for various other companies including a major health provider group
  • While at Microsoft, she experienced working on multiple Six Sigma Green Belt projects, and as part of a Green Belt team won the Microsoft Excellence in Business Award
  • As content lead, wrote technical support articles for Office® and Microsoft® Home® products
  • Through FatDAWGS.com, along with Jay Carlson, co-wrote OfficeFest 2007, a self-published series of training modules that includes "Using Microsoft® Excel® for Financial Analysis”, “Microsoft® Excel® Pivot Tables and Charts”, as well as “Visual Basic for Applications in Microsoft® Excel® 2007”
  • Develops and designs websites, designs iPhone graphics, co-develop Commercial SQL solutions
  • Associate degrees in applied sciences, and graphic design from Illinois Central College; continuing education with University of Maryland, Europe Division, and various certificates of learning while on the job
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 407842
Published 2020
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