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Live Webinar

90-minute live streaming program
  • October 30
  • 1:00 - 2:30 pm EST

Data Management Best Practices in Excel®

October 30

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.

Learning Objectives

  • You will be able to identify the most common keyboard shortcuts.
  • You will be able to recognize common functions and formulas.
  • You will be able to discuss best practices for using PivotTables, charts, and ordinary plain lists and columns.
  • You will be able to explain absolute vs. relative cells.

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Why Lorman?

Over 33 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 33 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

Live Webinar Registration

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • CAPP/CAPA
     
  • This is an IAPP qualifying continuing education activity.
     
  • CPE 1.8 including Computer Software & Applications 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for business owners and managers, accounting and financial professionals, administrative professionals, analysts, bookkeepers, and accountants.

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More Program Information

Why Lorman?

Over 33 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

  • Over 20 years in the IT industry, including 8 years working at Microsoft® Corporation as a support engineer and content lead
  • President of FatDAWGS.com
  • Windows® system engineer for various other companies including a major health provider group
  • Experienced working on multiple Six Sigma Green Belt projects while at Microsoft®
  • 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® PivotTables and Charts”, as well as “Visual Basic for Applications in Microsoft® Excel® 2007”
  • Develops and designs websites, designs iPhone graphics, co-develops Commercial SQL solutions
  • Associates degree in applied sciences – graphic design, Illinois Central College; continuing education with University of Maryland, Europe Division, and various certificates of learning while on the job
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More Program Information

Why Lorman?

Over 33 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • White Papers and Articles
  • Sponsored Live Webinars

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  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 407842
Published 2020
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