Excel tables and tabular data

Learn how to create effective tabular data sets in Excel so that you can better organize and analyze financial information.

Event Details

Location and date:
Online On-Demand Event

Being effective and efficient in your day-to-day accounting work hinges on your ability to create solid data tables. This course covers the key features of good tabular data sets in Excel and:

  • explains the common pitfalls when using the software program
  • walks you through how to use tools such as:
    • sorting
    • filtering
    • extracting unique records
    • duplicate removal

Participants in this online course will also receive a free ebook with their registration. Upon completion, you will have a well-developed skill set for creating functional and attractive tables that can be mined for deeper meaning.

View Table of Contents

Additional options and pricing may be available. See pricing and registration for more details.



$209.00

3 CPD hour(s)
Pricing & registration

You will learn about:

  • building data in tabular format
  • using Excel’s sort, filter and subtotal features
  • creating tables using Excel’s table feature
  • structured table referencing
  • customizing Excel’s table styles
  • why building data in tabular format is important

Who should attend?

  • advanced Excel users
  • IT professionals
  • business intelligence educators
  • consultants
  • financial analysts

More Details:

Session Descriptions

Introduction
Welcome

Structuring tabular data
• What We Will Cover
• The Importance of Tabular Data
• Structuring Tabular Data
• Cleaning Up Payroll Data - Part 1
• Cleaning Up Payroll Data - Part 2
• What Have We Done

Working with tabular data
• Mining and Formatting Data - Part 1
• Mining and Formatting Data - Part 2
• Mining and Formatting Data - Part 3
• Mining and Formatting Data - Part 4
• Using Data for Different Information - Part 1
• Using Data for Different Information - Part 2
• Filtering for Specific Information
• What Have We Done

Removing duplicates to drill down data
• Extracting Pay Rates
• What Have We Done

Naming ranges
• Using Named Ranges in Formulas - Part 1
• Using Named Ranges in Formulas - Part 2
• Using Named Ranges in Formulas - Part 3
• Using Named Ranges in Formulas - Part 4
• Calculating Inventory Totals
• What Have We Done

Lookup functions- VLOOKUP(): Approximate matches
• How Are Excel Tables Different?
• Working With Excel Tables
• Creating Excel Tables
• Resizing and Structured Table Referencing
• Table Styles
• Populating the Inventory Sheet
• Advanced Table Lookups - Part 1
• Advanced Table Lookups - Part 2
• What Have We Done
• Dashboard Overview

Conclusion
• In Review
• Conclusion


Final Quiz

Speakers/Presenters

You may also be interested in:

Improve your ability to create and work with PivotTables so that you can more effectively summarize, analyze and present financial data.

Contacts

Please contact:

CPA Canada Professional Learning and Development Customer Service
Tel: 1-888-337-3242
Email: pld@cpacanada.ca

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