Excel for Accountants: Volume 3
4.6 (8 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
92 students enrolled
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Excel for Accountants: Volume 3

Replace formula-based reports with PivotTables!
4.6 (8 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
92 students enrolled
Created by Jeff Lenning
Last updated 12/2014
English
Price: $175
30-Day Money-Back Guarantee
Includes:
  • 8.5 hours on-demand video
  • 118 Articles
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I Learn?
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
View Curriculum
Requirements
  • To work on the exercises, please have Excel 2007/2010/2013 for Windows.
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.

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.
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Curriculum For This Course
Expand All 175 Lectures Collapse All 175 Lectures 10:26:04
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Chapter 1: Overview
2 Lectures 03:30
+
Chapter 2: Selected Shortcuts
7 Lectures 13:46
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
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Row Fields
5 Lectures 10:30
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
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Value Fields
8 Lectures 21:16
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
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Column Fields
6 Lectures 07:47
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
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Filter Fields
5 Lectures 07:42
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
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Updating Data
6 Lectures 17:35
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
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Groups and Subtotals
7 Lectures 20:19
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
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Value Formats
5 Lectures 08:39
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
17 More Sections
About the Instructor
Jeff Lenning
4.3 Average rating
1,548 Reviews
23,245 Students
4 Courses
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.