Excel Functionality That Every Accountant Should Know: Intermediate (Completed)
Date: Thursday, March 27, 2025
Instructor: Stephen M. Yoss
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs |
|
Transform your daily Excel workflows and eliminate hours of manual data processing with powerful automation techniques designed for business professionals. This comprehensive course reveals the full potential of Excel Tables and Power Query, showing participants how to turn complex data challenges into streamlined, automated solutions. Business professionals will discover how to leverage seven key table functions that dramatically reduce formatting time, eliminate formula errors, and create dynamic reports that update automatically.
Organizations today need efficient ways to handle increasing amounts of data from multiple sources. This course demonstrates how Power Query serves as the ultimate tool for extracting, transforming, and loading data into Excel with minimal effort. Participants will develop practical skills to automate repetitive tasks, create robust data models, and build reliable reporting systems that save hours of work each week. These time-tested techniques have helped countless professionals reduce their manual data entry by up to 80%, allowing them to focus on higher-value analysis and decision- making activities.
Who Should Attend
Business professionals who regularly prepare Excel reports and handle large datasets.
Topics Covered
- Excel Tables: The Basics and Beyond
- Power Query: Data Cleanup Made Simple
- Connecting Tables and Power Query Together
Learning Objectives
- Demonstrate Excel table features that automate daily reporting and data analysis tasks
- Apply Power Query tools to transform raw data into organized business insights
- Construct automated data models using Excel tables for efficient reporting workflows
- Implement time-saving table formulas that reduce manual data entry errors
- Design Power Query solutions that streamline repetitive data cleaning processes
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Specialized Knowledge (2 hours)
Program Prerequisites
TBC
Advance Preparation
None
