Excel for Accountants: Volume 3

Replace formula-based reports with PivotTables!
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  • Lectures 175
  • Length 10.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
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    Available on iOS and Android
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About This Course

Published 12/2014 English

Course Description

Developed specifically for accountants, this course discusses the Excel features, functions, and techniques that are practical, relevant, and sure to save you time.

After this course, you'll feel comfortable building PivotTable reports to replace existing formula-based reports. Plus, you'll learn how efficiently Excel can retrieve data from other data sources, including the world wide web. The session concludes with several features than enable you to communicate data graphically.

Background

My Excel University series of books are available online in paperback and digital Kindle versions. My online Excel University courses teach the content of the books in video format. Now, for Udemy, I've combined the book text and the lecture videos of Excel University Volume 3 and made them both available in this Excel for Accountants Volume 3 course.

Course Format

Each course section will begin with the lecture video. You can work through the sample Excel file to practice. Each section also provides the text of the book which reinforces and enhances the content presented in the lecture video. I then provide additional resources and related Excel University blog posts and articles. These elements provide an effective training experience.

Instructor

Author and award-winning instructor, Jeff Lenning, is a certified public account and Microsoft certified trainer, and has helped thousands of accountants use Excel more efficiently.

What are the requirements?

  • To work on the exercises, please have Excel 2007/2010/2013 for Windows.

What am I going to get from this course?

  • State the process to create a PivotTable report
  • Distinguish between formula-based and PivotTable reports
  • Identify three Excel features that can graphically communicate information
  • Identify the four PivotTable report layout areas
  • State which command is used to group a PivotTable report by month
  • Distinguish between calculated fields and calculated items
  • Identify the command that will open Excel's web browser
  • Recognize the option that imports external data directly into a PivotTable
  • State the process for creating a PivotChart

Who is the target audience?

  • This course is designed for accountants seeking to use Excel to complete their tasks more quickly.
  • This course is not designed for people seeking generic Excel training, as the features covered are relevant to accountants.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Chapter 1: Overview
Welcome!
Preview
01:15
Chapter 1: Overview
Preview
02:15
Section 2: Chapter 2: Selected Shortcuts
Chapter 2: Selected Shortcuts Lecture Video
06:33
Exercise 1—Format Cells
00:47
Exercise 2—Center Across Selection
00:36
Exercise 3—Named Reference
00:41
Exercise 4—Data Validation
00:55
Conclusion
00:09
Solutions Video
04:04
Chapter 2 Quiz
2 questions
Section 3: PivotTable Basics
Chapter 3: PivotTable Basics Lecture Video
Preview
09:32
Exercise 1—Amount by Department
Preview
01:23
Exercise 2—Amount by Account
Preview
00:53
Conclusion
Preview
00:19
Solutions Video
Preview
01:48
Chapter 3 Quiz
2 questions
Section 4: Row Fields
Chapter 4: Row Fields Lecture Video
06:16
Exercise 1—Two Row Fields
00:43
Exercise 2—Three Row Fields
00:58
Conclusion
00:11
Solutions Video
02:22
Chapter 4 Quiz
2 questions
Section 5: Value Fields
Chapter 5: Value Fields Lecture Video
12:32
Exercise 1—Count
00:53
Exercise 2—Sum
01:03
Exercise 3—Average
00:31
Exercise 4—Unique List
01:29
Exercise 5—Drill Down
00:32
Conclusion
00:07
Solutions Video
04:08
Chapter 5 Quiz
2 questions
Section 6: Column Fields
Chapter 6: Column Fields Lecture Video
03:39
Exercise 1—Departments
00:44
Exercise 2—Headers
00:40
Exercise 3—Stores
00:38
Conclusion
00:06
Solutions Video
01:59
Chapter 6 Quiz
2 questions
Section 7: Filter Fields
Chapter 7: Filter Fields Lecture Video
04:09
Exercise 1—Single Filter
00:36
Exercise 2—Multiple Filters
00:37
Conclusion
00:10
Solutions Video
02:09
Chapter 7 Quiz
2 questions
Section 8: Updating Data
Chapter 8: Updating Data Lecture Video
11:01
Exercise 1—Refresh
00:39
Exercise 2—Change Data Source
00:54
Exercise 3—Table
00:43
Conclusion
00:12
Solutions Video
04:05
Chapter 8 Quiz
2 questions
Section 9: Groups and Subtotals
Chapter 9: Groups and Subtotals Lecture Video
12:46
Exercise 1—Remove Region Subtotals
00:52
Exercise 2—Month Groups
01:28
Exercise 3—Month and Year Groups
01:28
Exercise 4—Quarter Groups
00:44
Conclusion
00:05
Solutions Video
02:55
Chapter 9 Quiz
2 questions
Section 10: Value Formats
Chapter 10: Value Formats Lecture Video
05:27
Exercise 1—Number Format
00:50
Exercise 2—Currency Format
00:31
Conclusion
00:05
Solutions Video
01:44
Chapter 10 Quiz
1 question
Section 11: Report Type Comparison
Chapter 11: Report Type Comparison Lecture Video Part 1
09:37
Lecture Video Part 2
12:27
Exercise 1—Warm-up
01:27
Exercise 2—Crosstab
00:50
Exercise 3—New Items
01:04
Exercise 4—Labels without Data
00:59
Exercise 5—V2 Revisited
01:18
Conclusion
00:15
Solutions Video
06:58
Chapter 11 Quiz
2 questions
Section 12: Options
Chapter 12: Options Lecture Video
08:05
Exercise 1—Empty Cells
01:20
Exercise 2—Column Widths
00:31
Exercise 3—Grand Total
01:10
Conclusion
00:09
Solutions Video
03:52
Chapter 12 Quiz
2 questions
Section 13: Report Layout and Design
Chapter 13: Report Layout and Design Lecture Video
11:38
Exercise 1—Accounts
01:55
Exercise 2—Regions
01:15
Exercise 3—Employees
00:50
Conclusion
00:07

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Instructor Biography

Jeff Lenning, Microsoft Certified Trainer

Award-winning instructor and author of Excel University, Jeff Lenning CPA has helped thousands of accountants work more efficiently with Microsoft Excel. Jeff is a Microsoft Certified Trainer and a Microsoft Certified Excel Expert. He has provided continuing education to CPAs for the past 10 years, and many of his Excel articles have been featured in industry publications such as the Journal of Accountancy and California CPA Magazine.

Highlights

Jeff began his career in the audit practice at Arthur Andersen. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology consulting firm. In 2012, he launched Excel University.

Professional Involvement

He has served in a variety of leadership positions in the California Society of CPAs, including president of the CalCPA OCLB Chapter, chair of the CalCPA State Technology Committee, chair of the CalCPA OCLB Chapter Technology Committee, board member of the CalCPA OCLB Chapter, and a CalCPA Council Member.

He provides Excel training to Fortune 500 companies and is an instructor for the AICPA, the California CPA Education Foundation, and other organizations. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and Microsoft Certified Trainer. He was recently recognized with the California CPA Education Foundation’s Award for Instructor Excellence.

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