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Data Management Best Practices in Excel

presented by Lorman Education Services
View the Lorman Education Services Profile and Course Listings

Summary

Data Management Best Practices in Excel

Workshop Description/Agenda

Learning Objectives
Learning Objectives * You will be able to identify the most common keyboard shortcuts. * You will be able to recognize common functions and formulas. * You will be able to discuss best practices for using PivotTables, charts, and ordinary plain lists and columns. * You will be able to explain absolute vs. relative cells.

Benefits
Discover the tools you will use for effective data management in Excel and a guide on how to use these tools. Lets face it, using Microsoft Excel can get complicated really fast when you start adding large amounts of data. Think about what happens when you add data from multiple sources and none of them have the same data fields. A simple list of items can turn into a nightmare once you try to find individual items or do comparisons. This training will show best practices for using PivotTables, charts, and just ordinary plain lists and columns. You will learn the most common keyboard shortcuts, as well as common functions and formulas.

Agenda
Down to Basics ñ Design the Spreadsheet ï Who's Your Audience? ï What Data Are You Wanting to Communicate? ï Rows and Columns ï Worksheets ï Absolute vs. Relative Cells Formatting ï Shortcuts ï Conditional ï Cell Formats, Numbers, Text, etc. ï Cell Comments Tables Templates Security ï Protect or Not Protect Sort and Filter Formulas/Functions ï Trace Precedents/Trace Dependents ï VLOOKUP ï Difference Between TODAY and NOW ï COUNT and COUNTIF ï Data Validation ï CONCATENATE (Text to Columns) ï TRIM ï UPPER/LOWER/PROPER ï IF/THEN ï AND/OR ï NOT ï INDEX and MATCH ï Duplicates PivotTables/PivotCharts To Macro or Not to Macro

Faculty
Jill A. Trehearne with FatDAWGS.com

Credits
AIPB ,IAPP ,CPE ,Additional credit may be available upon request.

Who Should Attend

This live webinar is designed for business owners and managers, accounting and financial professionals, administrative professionals, analysts, bookkeepers, and accountants.

Additional Information

Training Provider: Lorman Education Services

Course Topics: Computers / Software Training > Office Software

Training Course Summary: Data Management Best Practices in Excel