An intensive, practical two-day state-of-the-art workshop and update
designed for accountants and financial professionals focusing on:
- Pros and Cons of Upgrading to Excel™ 2007
- Totally New UI Navigation System – Ribbon Replaces Command Bar
- How to Create Dashboards from Multiple Data Sources (Without Writing Code)
- New, Improved Charting, Printing and Report Output Techniques
- How To Set-up, Centralize and Manage Reports and Data Portals Instantly
- How to Make Excel™ 2007 Interactive with the Web
- Special Excel™ 2007 Features for Accountants and Financial Professionals
- Range Names and Macro Command Techniques
- Data Analysis Techniques: Filtering, Scenario Manager, Goal Seeker, Solver, Pivot Tables, More!
- Specific New 2007 Features in Outlook™, Word™, PowerPoint™ and Access™
- Excel™’s Integration with Other MS Office™ 2007 Applications
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Don’t Let Your Spreadsheet Skills
Become Obsolete: Update Your Training Now and Master Excel 2007™
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What’s New With Office™ 2007 (40 Minutes)
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- User Interface – The Ribbon
- File Format – XML – Save As 97-2003 Format
- QuickAccess Bar & Customizations Available
- Saving Documents as PDF files
- Finish options
- Specific New Features in Outlook™, Word™, PowerPoint™, and Access™
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Excel™ 2007 Features For Accountants (45 Minutes)
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- Slider Bar
- Menu Structure – The Ribbon: Tabs, Groups, Command buttons and Dialog boxes
- Tabs on the Ribbon: Home, Insert, Page Layout, Formula, Data, Review and View
- Mathematical Calculations at the Bottom of the Excel™ Window
- Formatting Data as a Table
- Conditional Formatting of Data
- Using Page Setup to Set Page Sizes, Print Areas, and Margins
- Use the Remove Duplicates Feature
- Excel™’s Function Library
- Pros and Cons for Upgrading
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Streamlining Excel™ Operations with Templates, Styles, and Custom Views (100 minutes)
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- Creating Default Workbook and Worksheet Templates
- Application Specific Templates Such As Depreciation Schedules and Loan Amortization Worksheets
- Using Styles to Ensure Consistent Formatting – Within and Across Multiple Workbooks
- Creating and Working with Custom Views to Streamline Report Generation and Printing
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Making the Most of Defined Names (45 minutes)
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- Creating, Modifying and Deleting Defined Names
- Using Defined Names in Formulas
- Applying Defined Names to Formulas Retroactively
- Using Defined Names as Constants and Formulas
- Dynamic Defined Names
- Creating a Library of Defined Names
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Analyzing Data with Excel™ 2007 (110 minutes)
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- Sorting, Including Multiple-Field Sorts
- Filtering
- Data Subtotals
- Scenario Manager
- Goal Seeking
- Solver
- PivotTables
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Charting in Excel™ 2007 (45 minutes)
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- New Chart Options in Excel™ 2007
- Creating, Modifying and Formatting Charts
- Understanding Chart Types and Creating Custom Chart Types
- Working with Data Series
- PivotCharts
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Excel™ 2007 Tips for Accountants (30 minutes)
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- Accounting Format, including Accounting Format Underlines
- Precision as Displayed
- Copying Worksheets with Click and Drag
- Worksheet Navigation Tips and Hyperlinks
- Removing Hidden Data
- Fill a Column with Double Click
- Paste Special Functions
- Text to Columns Wizard
- Totaling Data based on Conditions
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Sharing Data Across Multiple Worksheets (75 minutes)
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- Consolidating Data from Multiple Worksheets/Workbooks
- Linking Data Across Multiple Workbooks
- Sharing a Workbook Among Multiple Users
- Using Excel™’s Change Tracking Feature as an Audit Trail
- Merging Data from Multiple Workbooks into One
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Controlling User Input and Securing Worksheets and Workbooks (60 minutes)
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- Password Protection Options
- Worksheet Protection Options
- Workbook Protection Options
- Information Rights Management
- Data Validation Tools
- Formula Auditing Functions
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Improving Excel™-based Reporting (55 minutes)
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- Formatting Reports: Page Setup, Margins, Etc.
- Using Report Forms
- Using Form Controls to Make Reports Interactive
- Creating Dashboard-Style Reports
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Automating Everyday Tasks with Macros (60 minutes)
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- Introducing Macros as Productivity Tools
- Writing Macros with Excel™’s Macro Recorder - One Click Access to Macros
- Simple Macros to use Everyday
- Center Across Selection
- Apply Accounting Format with Zeroes instead of Hyphens
- Edit Paste Special Values
- Printing Reports with Macros
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Making Excel™ Interactive with the Web (60 minutes)
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- Collaborating with SharePoint Services
- Web Queries
- Using Excel™’s Pre-defined Web Query Function
- Creating Web Queries for Specific Functions
- Publishing Reports to the Web
- Publishing Interactive Workbooks to the Web
- Sharing PivotTables over the Web
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Integration Features with other Office™ Applications (60 minutes)
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- Linking Excel™ Data to PowerPoint™ Charts
- Embedding Excel™ Workbooks in Word™ Documents
- Embedding Word™ Documents in Excel™ Workbooks
- Linking Access™ Tables to Excel™ Workbooks
- Querying Access™ Data into Excel™ Workbooks
- Sharing Data via XML
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CPE Credits...
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This seminar is recommended for 16 hours of Computer Science credit.
The National Center for Continuing Education is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Visit the NASBA web site at www.nasba.org.
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This course is designed for financial professionals who want a state-of-the-art update and crystal-clear explanation of advanced Excel™ tools and techniques. You will also know how to use Excel™ 2007 — the most extensive update in Excel™ history! This seminar is perfect for CFOs, CPAs, treasurers, controllers, financial and security analysts, budget analysts, internal auditors, financial planners and investment advisors.
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Seminar Prerequisites
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Course Level: Intermediate
Prerequisites: None
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If you have a group of 14 or more employees who want to improve their skills and productivity with Excel™ 2007 or need other financial training, then NCCE’s customized training is the cost effective solution for your organization. Bring Advanced Excel™ for Financial Professionals Using Excel™ 2007 in-house and insure that your staff has the technical skills, knowledge and training to assure top productivity. NCCE’s in-house seminar clients include: Hewlett-Packard; Oracle; Harley-Davidson; Stanley Tools; General Mills and Deloitte & Touche.
For more information or to schedule a custom in-house program, e-mail NCCE at contact@nccetraining.com or telephone 800-635-9615.
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© Copyright 2007 Performance Seminars, Inc.
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