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This is an advanced Excel course designed specifically for CPAs. It is a fairly fast-paced course that covers many advanced features. In addition to continuing your knowledge of Excel, we demonstrate how Excel can interact with other programs like Microsoft Access, Quickbooks and Lacerte.
All spreadsheets used in class are available for download at clickconsulting.com.
Objectives
· Maximize the benefit of Excel
· Squeeze the most efficiency from Excel
· Learn how to combine several Excel features at once for power plays
Major Topics
· IF function for error checking
· VLOOKUP
· Named ranges
· Vlookup based on named ranges
· External data (database/web)
· Pivot Tables
· Pivot tables based on external data
· Autofilter
· Concatenate
· Macros
· Custom menus
· Macros with custom menus
· Distribute electronic Excel reports with index.xls and hyperlinks
· Pull data from Access
· Push data to Access
· VBA coding
· Form data entry
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