Excel Hot Topics and Best Practices for CPAs

In this course we will explore many of the best Excel tips for analyzing data, presenting data in graphic form, linking data from Excel to Word and consolidating worksheets. This presentation applies to Excel 2016, 2013 and 2010. Excel new features will be emphasized. Attendees will receive practical information, many tips and course take-away resources. Course format choices are: instructor-led hands-on group training; or lecture/demonstration with live demo.

  • Use Microsoft Excel features for a variety of calculations
  • Compare and contrast the Excel Pivot Table for analyzing one set of data vs the Multiple Consolidated Ranges feature for analyzing multiple sets of data that are dissimilar in structure
  • Explore Pivot Table analysis in date ranges
  • Use new Conditional Formatting and Sparkline presentation graphics to show patterns and trends in data and build a digital dashboard
  • Incorporate new data visualization reporting features
  • Use the data linking features between Excel and Word that automatically expand and contract the linked picture as the Excel data range expands and contracts
  • Use many of the best Excel productivity tips for accountants

  • Analyze one set of data with a Pivot Table and multiple sets of data with PowerPivot
  • Incorporate the benefits of the Multiple Consolidated Ranges feature for analyzing multiple sets of spreadsheet data
  • Explore the pros and cons of using each feature
  • Use date grouping within a Pivot Table
  • Filter a Pivot Table using the Report Filter and the new Slicer and Timeline
  • Explore the pros and cons of using each feature
  • Communicate patterns and trends in data visually with interactive color and icon based conditional formatting rules and also the new Sparkline graphic
  • Explore how to choose the best graphic feature for your analysis
  • Explore and compare the use of paste Excel range as picture, paste Excel range as linked picture, paste interactive named Excel range as linked picture, update the link, and fix a broken link
  • Demonstrate the best Excel productivity tips for accountants
  • AutoFill vs FlashFill
  • Convert dates and use text to columns for parsing data
  • Troubleshoot formula errors quickly
  • Automate repetitive tasks with the macro recorder
  • Use new criteria based functions
  • Explore graph types including: pie, bar, sideways bar,100% stacked bars, and waterfall chart
  • Use multiple worksheet tips
  • Protect Excel data from changes
  • Compare two Excel files to determine what has changed

Business Leaders, Corporate Finance Teams, CPA Practitioner, CPAs, Financial Professionals

Computer Software & Applications

Familiarity with Microsoft Excel 2010, 2013 or 2016

Business Learning Institute



This course is currently available for registration

DateHost OrgCPEFormat
06/18/18 Aronson, LLC 6.0 Group Live --
11/13/18 Tennessee Society of CPAs 8.0 Group Live Register Now

This course is available for your group as:

Group Live

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