Step-By-Step Excel Tables - Part 2

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:

• "Excel Charting Basics - Produce Professional-Looking Excel Charts - Part 1
• "Harness the Incredible Power of Excel Pivot Tables in 90 Minutes: Learn To Slice, Dice and Crunch Numbers with Expert Ability - Part 3

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

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
5. Excel Table Professional-Level Features

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
6. Rapidly Converting Your Table to a Pivot Table - Quick Examples
7. 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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