Surgent's Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing

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  • Location
    • Your Space
      Your Space
      Self Study - Surgent, ID 00000
  • Credits
    • 1.00
  • Credit Type(s)
    • Information Technology (1.00)
  • Prerequisites
    • 2+ years of experience working with Excel

  • Vendor
    • Surgent McCoy CPE, LLC
  • Level
    • Intermediate
  • Fields of Study
    • Information Technology
  • Message
    • When & Where You Want

Description

This one-hour course will introduce users to table functions in Excel and Power BI. Users will demonstrate an ability to apply and utilize named ranges and naming conventions to data. Specific focus will be given to common formulas and functions within Excel. Common pitfalls in formula implementation will be discussed. Users will utilize exercises alongside an instructor to practice formula and function skills. This course is one in a ten-part certification series, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals, by Surgent IQ.

  • Course Type: On-Demand Webcast
  • Designed For

    Accountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas

    Objectives

    • Understand the applicable Excel skills that will be required in making the transition to data analyst
    • Apply formulas to existing data and debug errors in formulas
    • Understand the importance of naming conventions in Excel tables
    • Understand the basic formula language and implementation guidance and be able to apply that guidance to common formulas used in data analytics

    Highlights

    • Named ranges- how they help in creating formulas
    • Naming conventions and why they are important
    • What you need to know to master formulas
    • How to audit your formulas to limit errors
    • Exercises- formulas
      • Named ranges
      • How to enter a formula- best practices to improve skill levels

    Advanced Prep

    Install Power Pivot and Data Analysis ToolPak

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