Excel Tips and Techniques: Improve Productivity and Financial Modeling
Improve productivity and financial modeling skills with an assortment of tips, techniques, features, commands and functions. Examine practical applications of Excel key features and functionality.
A generic 3-Year business model is used to demonstrate key features covered in the course which includes a basic introduction to macros using the macro recorder. Among other items, learn the importance of the QAT (Quick Access Toolbar) and how to add/remove "buttons" from it; create dynamically linked pictures using the Camera feature; construct "Smart Text" using Concatenation; create named ranges using the Name Box; and find and eliminate links.
Note: Course format is lecture style. Laptops are not required, but are encouraged. A CD with selected demo Excel files is provided.
Formerly titled: Excel Tips and Techniques for Increased Productivity and Improved Financial Modeling: Intermediate
- Ribbons and Quick Access toolbar
- New Excel capabilities
- Key features: Camera, Grouping, Filtering, Goal Seek, Sorting, Subtotaling, Data Validation, Conditional Formatting and Protection Techniques
- Macros and the macro recorder
- Pivot tables: Proper setup for best results
- Financial modeling architecture best practices
- Fraud investigation tips using Excel, including Benford's Law
- Identify three problems caused by merging cells.
- Determine if a cell has Text or Values, and why it's important.
- Identify three advantages of named ranges using the Name Box.
- Recognize the 10 steps to follow when creating a model.
- Identify a potential fraud situation using the Histogram tool.
- Create a macro using the macro recorder.
CPAs, accountants and financial professionals.
Applicable if you are a HSCPA member in good standing.
Applicable if you are not a HSCPA member.