Managing Data with Excel (TAMC)

Customer Rating

Rated 5 out of 5

Field of Study
Computer Software & Applications

Level
Overview

Credits
5

Qualifies For
CPE

Price: $ 44.99

This course shows you how to take basic rows and columns of data and to manage it and turn it into useful information that can be incorporated into the decision making process. We start with Excel’s simple basic Database features of sorting and filtering data and then take a look at subtotals and nested subtotals. From there, we explore one of Excel’s most exciting features – the pivot table. The course than discusses how to use Database functions and apply conditional formatting to data.

Additional information

year	2022
version	01
Credits	5
Company Code	Self Study
Format	On Demand
Yellow Book Approved	0
CFP Approved	0
IRS Approved	0
CTEC Approved	0
Field of Study Credits	Computer Software & Applications (5)
Field of Study Department	Computer Software & Applications
Course Version	2022-01
CPE Approved	1

Pre-requistes:

Basic file management skills (open/close) are assumed. Basic Excel skills of navigation, using cell references and basic formulas such as =SUM() are assumed.

Knowledge Level:

Overview

Major Topics:

Overview of Excel’s data features
Sorting functions
Filtering Data
Outlines
Subtotals
Pivot Tables Displaying Data

Learning Objectives:

Recognize basic components of a database Identify and apply different ways to sort data
Define and apply filtering techniques
Recognize the steps required to create and copy subtotals and nested subtotals
Recognize when it is appropriate to use a pivot table
Recognize the steps to create, edit and format pivot tables
Recognize and components of a database function and how to apply them
Recognize how to apply and remove conditional formatting
Recognize and apply an Outline format

Designed For:

All CPAs