Course Information
Intermediate/Advanced Excel Features Beneficial for Auditors and Accountants
Parking for SAO, Professional Development courses is in Garage B (1511 San Jacinto Blvd.). The Garage signage may read 1511 San Jacinto or Garage B. The elevator in Garage B is not reliable. If you are unable to walk the stairs, please contact the professionaldevelopment@sao.texas.gov for alternate parking arrangements. Handicapped parking is free at the meters around the downtown area.
A course coordinator will Email you a parking permit prior to the course start date. A permit must be displayed or you will be ticketed.
Course Description
This class is continually updated to include many of the new Excel features that have been added in recent years. Microsoft has added many new features to Excel that are especially helpful to accountants and auditors. This class is an “Excel buffet” that covers a large variety of the most popular capabilities of the Excel program and many of the new features that have been introduced in the recent software upgrades. The curriculum will explain how to accomplish a task using Excel 2013, 2016, 2019 and Office 365. Regardless of your version, this class will benefit you.
In this course you will learn how to work with formulas such as IF, IFS, VLOOKUP, XLOOKUP, COUNT, CONCATENATE, TEXTJOIN and more. You will learn how to use absolute addressing and range names in more complicated formulas. The class looks at Excel’s data tools features such as sorting, advanced sorting and filters. We will dive more deeply into the importance of using Table with PivotTables. You will learn to work with multiple sheet workbooks and create linking formulas. This class is loaded with shortcuts that will help you be more productive when using Excel.
Course Objectives
Upon completion of this course, participants will be able to:
Build more advanced formulas and use Excel’s data features such as sorting, filters, tables and PivotTables.
You will also understand how to create and modify charts and learn shortcuts that will improve your efficiency when using Excel.
Prerequisites
No prerequisites required.
Instructors
Darla Cloud has been teaching computer classes for over 27 years. She has earned the various Microsoft Office certifications acknowledging her expertise in Microsoft products. Darla is also a Certified Public Accountant and a Certified Technical Trainer. In addition to Darla’s years of teaching, she has over seven years of accounting experience. Darla’s accounting experience and love of teaching help make her an excellent trainer. She has spent years learning tips, tricks and shortcuts that she will pass on during her classes.
Additional Information
TAC Rule 523.142(g) requires the CPE Sponsor to monitor individual attendance and assign the correct number of CPE credits. Participants will be asked to document their time of arrival and departure in compliance with this Rule. Additionally, attendance will be monitored throughout the day and CPE certificates will reflect actual attendance of each participant.
If you are making travel plans to come to Austin, we recommend making "refundable" air and hotel reservations or waiting until 14 days before the class to actually book your reservations. Courses are occasionally canceled or rescheduled due to low enrollment. We determine whether a course has enough participants 16 days prior to the course date. If we cancel or reschedule, we will email the participant and his or her billing contact no later than 14 days before the original class date.
Vending machines with Coca-Cola products and various snack items are available. There is also a refrigerator and microwave in our coffee bar area. Feel free to bring in your own drinks and food if you prefer.
You might want to bring a light sweater or jacket, as room temperatures vary.
To see answers to our Frequently Asked Questions, visit http://www.sao.texas.gov/training/faq.html.