Summary

EXCEL SERIES 4 - TRANSFORM DATA IN EXCEL WITHOUT FORMULAS OR MACROS (1/25/18)

Session Description

Transform Data without Formulas or Macros - If you haven’t played with the Get & Transform commands in Excel 2016 for Windows, they are probably worth checking out. Formerly available as the Power Query add-in, the Get & Transform tools built-in to Excel 2016 for Windows are incredibly powerful. At a high level, they enable us to retrieve data from a variety of sources and prepare it for use as needed. These tools provide new ways to approach tasks that were previously manual and time-consuming. In this session, we’ll apply these tools to several common tasks, including flattening data, splitting and combining columns, formatting data, unpivoting summarized data, and combining several csv exports. If you frequently export/import data from one system to another, you will want to understand how to use a Get & Transform query to streamline your work.

Future Webinar Descriptions, Dates and Links

Please note that these webinars are not recommended for beginner users. The material offered is for intermediate to advance level users. Webinars will begin at noon and end at 1:30 pm EST and will not be recorded for future use. Separate registration for each webinar is required so that you can sign up for one or all. Links to the registratiosn are noted below:

2/13/2018 - Excel Series 5 - Excel Budget Ideas
2/27/2018 - Excel Series 6 - The Two Most Important Excel Functions for Accountants

Excel Budget Ideas - Budget methods are the key to allowing department managers to prepare their budget in Excel efficiently. A budget method may be, for example, spread prior year actuals or match prior year actuals, or match prior year actuals less 10%.  In this webcast, we’ll explore how to allow the users to pick a budget method from a drop down list for each account, and then have Excel perform different math depending on the budget method selected. We use several features and functions at the same time to accomplish this, including data validation and a combination of functions. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.

The Two Most Important Excel Functions for Accountants - We’ll discuss two Excel functions that provide incredible efficiency to accountants. One has been around for decades and is often cited as the most popular Excel function. It is the VLOOKUP function. VLOOKUP is indeed a favorite of many accountants.  After exploring the details of VLOOKUP, we’ll examine a relatively new alternative. We’ll compare these two functions and see which performs lookup tasks more effectively. It will be a competition, an epic battle between two of the most important Excel functions. Who will win?

Your attendance may qualify for 1.8 hours of Continuing Professional Education (CPE) credits for each session. We have computed the education credits based on an equivalent of 50 minutes for each education credit hour. You are responsible for maintaining adequate records and determining if the content of this program meets the professional licensing requirements of your state.