Excel Challenges Two - For Accounting And Bookkeeping Professionals

This course is designed for those interested to learn more about Microsoft Excel and the challenges it poses in your work and how to solve them, explore features of TEXT functions, understand how to make simple VBAs by using Macro Recorder and explore ways to synchronize charts in dashboard reporting. Read more.

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Course Skill Level
Intermediate
Time Estimate
1h 18m

Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing.

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About This Course

Who this course is for:

  • Accountants
  • Bookkeepers

What you’ll learn:

  • Identify key components in Excel body of knowledge or BOK
  • Explore features of TEXT functions in Excel
  • Understand means of getting file names and sheet names
  • Understand how to make simple VBAs by using Macro Recorder
  • Discover examples to deploy batch processing when working in Excel
  • Explore ways to synchronize charts in dashboard reporting

Requirements:

  • Microsoft Excel

This course is one of a video series that documents common issues met in working with Microsoft Excel. This course presents 10 cases which have been collected directly from real working environments and are intended to share with professionals using Excel so that they can learn how to leverage the tool in “the real world”.

For these cases to be relevant and organized, the course first provides a unique view of the Body of Knowledge or BOK of Excel created by the instructor, which is a first in Excel training and publications. The BOK illustrates the usual learning path of an Excel learner, naturally from basic to intermediate, and then on to advanced to expert levels. The BOK documents the essential components of Excel, such as cells, sheets, files, tables, formulas, commands, macros, pivot tables, and power suite, and is open ended with the top level embracing more esoteric skills and future developments in Excel.

Under the guidance of the BOK, all cases are tailored to the corresponding knowledge level so that the learner may ascertain which areas they are good at and which require a bit more work. For each case, the course illustrates what the issues are, why the issues exist, and how to solve them. The course also encourages contributions from audience who believe there may be better ways of resolving these issues. Those suggestions from the audience will be shared and acknowledged in future parts of the series.

This course serves as a refresher for all professionals who need to sharpen their Excel skills for professional use.

Learning Objectives

  • Identify key components in Excel body of knowledge or BOK
  • Explore features of TEXT functions in Excel
  • Understand means of getting file names and sheet names
  • Understand how to make simple VBAs by using Macro Recorder
  • Discover examples to deploy batch processing when working in Excel
  • Explore ways to synchronize charts in dashboard reporting

Our Promise to You

By the end of this course, you will have learned more challenges presented by Excel and how to solve them.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about Excel challenges in professional work.

Course Curriculum

Section 1 - Excel Challenges
Introduction And Excel Body Of Knowledge 00:00:00
Excel Challenges Part Two - Workbook 00:00:00
Rename A Sheet 00:00:00
Big Picture VS Line Item 00:00:00
Start A New Line In Cell 00:00:00
Quickly Change Words 00:00:00
Quickly Delete Non-Adjacent Rows 00:00:00
Text Functions 00:00:00
Tab Name And File Name 00:00:00
Macro And Macro Recorder 00:00:00
Dropdown List 00:00:00
Synchronized Charts Part 1 00:00:00
Synchronized Charts Part 2 00:00:00
Summary 00:00:00

About This Course

Who this course is for:

  • Accountants
  • Bookkeepers

What you’ll learn:

  • Identify key components in Excel body of knowledge or BOK
  • Explore features of TEXT functions in Excel
  • Understand means of getting file names and sheet names
  • Understand how to make simple VBAs by using Macro Recorder
  • Discover examples to deploy batch processing when working in Excel
  • Explore ways to synchronize charts in dashboard reporting

Requirements:

  • Microsoft Excel

This course is one of a video series that documents common issues met in working with Microsoft Excel. This course presents 10 cases which have been collected directly from real working environments and are intended to share with professionals using Excel so that they can learn how to leverage the tool in “the real world”.

For these cases to be relevant and organized, the course first provides a unique view of the Body of Knowledge or BOK of Excel created by the instructor, which is a first in Excel training and publications. The BOK illustrates the usual learning path of an Excel learner, naturally from basic to intermediate, and then on to advanced to expert levels. The BOK documents the essential components of Excel, such as cells, sheets, files, tables, formulas, commands, macros, pivot tables, and power suite, and is open ended with the top level embracing more esoteric skills and future developments in Excel.

Under the guidance of the BOK, all cases are tailored to the corresponding knowledge level so that the learner may ascertain which areas they are good at and which require a bit more work. For each case, the course illustrates what the issues are, why the issues exist, and how to solve them. The course also encourages contributions from audience who believe there may be better ways of resolving these issues. Those suggestions from the audience will be shared and acknowledged in future parts of the series.

This course serves as a refresher for all professionals who need to sharpen their Excel skills for professional use.

Learning Objectives

  • Identify key components in Excel body of knowledge or BOK
  • Explore features of TEXT functions in Excel
  • Understand means of getting file names and sheet names
  • Understand how to make simple VBAs by using Macro Recorder
  • Discover examples to deploy batch processing when working in Excel
  • Explore ways to synchronize charts in dashboard reporting

Our Promise to You

By the end of this course, you will have learned more challenges presented by Excel and how to solve them.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about Excel challenges in professional work.

Course Curriculum

Section 1 - Excel Challenges
Introduction And Excel Body Of Knowledge 00:00:00
Excel Challenges Part Two - Workbook 00:00:00
Rename A Sheet 00:00:00
Big Picture VS Line Item 00:00:00
Start A New Line In Cell 00:00:00
Quickly Change Words 00:00:00
Quickly Delete Non-Adjacent Rows 00:00:00
Text Functions 00:00:00
Tab Name And File Name 00:00:00
Macro And Macro Recorder 00:00:00
Dropdown List 00:00:00
Synchronized Charts Part 1 00:00:00
Synchronized Charts Part 2 00:00:00
Summary 00:00:00

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