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Workshops are a hands-on experience where attendees may bring in their own workbooks. We analyze the workbooks and make suggestions and answer questions one-on-one.
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On-site Training |
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We provide in-house training on Microsoft Access and Excel. In addition to standard course material, we can customize the material for your company's needs and include a workshop where we review and work on your existing workbooks and databases. Let us provide training so your employees can tap into the power of these applications. This investment pays substantial dividends.
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Reviews |
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The instructor is a CPA and published author. The Journal of Accountancy has published his
articles about Excel and Access. He has also taught for the Gateway Country stores, Biola
University and the California CPA Education Foundation. We have received overwhelming feedback
from our attendees. After understanding how to apply Excel/Access to their jobs, they are more
efficient and productive. The response has been incredible, and below are just 2 reviews out
of many satisfied attendees.
Gateway -- 3/19/01
Training session held for computer employees:
Course material: 5 "Excellent"
Instructor: 5 "Excellent"
Overall: 5 "Excellent"
Comments: "Very effective - thank you - I enjoyed your class."
(Rating Scale is 1-5, where 1 is poor and 5 is Excellent)
Verizon Wireless -- June 2007
Just wanted to extend our thanks for the wonderful class. I've received numerous e-mails this
morning expressing thanks for the wealth of information that include details about how the
employees are already using what they learned. I know you spent a lot of time putting together
the specific examples for Verizon Wireless, and it made the material extremely engaging for the
whole group. You've inspired them!
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Pricing |
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On-site training (at your location) is $2500 per day, which includes: unlimited participants, electronic copy of the popular "Tools of the Trade: Excel
and Access for Accountants" book, sample Excel files to be used by the participants in class during the
hands-on workshop, customizable agenda, and customizable data sample files.
If you would like to schedule personal training, prices are billed out at the instructor's hourly rate.
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Topics
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Excel 1 (beginning) |
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- Keyboard shortcuts - improve efficiency
- Formulas - learn the basic structure of formulas
- Best practices - fundamental principals of good worksheet design
- Subtotals - learn the smart way to add numbers
- Group command - this feature allows you to hide and unhide rows quickly
- Vlookup - this formula is the secret to looking up data in your workbooks
- Named ranges - named ranges make workbooks more readable and improve formulas
- Skinny row - learn this technique for totals and subtotals
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Excel 2 (intermediate) |
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- Conditional format - auto-format cells depending on the value of the cell
- Hyperlinks - quickly navigate from workbook to workbook
- Data validation - use data validation to create drop-down menus
- If formula - the "if" formula is powerful, and can be used to flag errors
- Auto-filters - auto-filters are a useful was to filter out data in lists
- Protection - learn how to protect your workbook and worksheets
- Formulas - learn how to nest formulas, and used advanced formulas
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Excel 3 (advanced) |
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- Macros - learn how to use macros to automate tasks
- External data - learn how to import data from other workbooks and applications
- Pivot tables - use this powerful feature to design interactive reports
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Access 1 |
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- Database fundamentals - Overview of database organization and abilities
- Tables - Review tables, table properties and relationships
- Queries - Review various types of queries and their purpose
- Forms - Review forms, how to set them up for user interface and data entry
- Reports - How to set up basic reports
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Access 2 |
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- Queries - Advanced criteria, expressions and explore make-table, update, append, union and delete queries
- Forms - Explore advanced form properties, and specify report criteria on a form
- Reports - Explore advanced reports, sub-reports and the "on no data" event
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