EXCEL TRAINING

December 11, 2018
12:00 PM - 1:30 PM
 Add to Calendar

Oct. 16, Nov. 7, 14, 27 and Dec. 11
5-day Webinar Sessions

 Directions

* After you complete your payment online by pressing the "Register Now" button on this page, please click here to register in Jeff Lenning's GoToWebinar as well so you can get individual web links and reminders of all the sessions.

In his live training sessions, Jeff Lenning CPA CITP has shown thousands of professionals across the country how to use Excel to streamline their work and become more efficient.

NJ HFMA is partnering with Excel University to provide 5 – 90 minute interactive webinar sessions from 12:00pm to 1:30pm with Jeff Lenning on the following dates and topics:

  • Tuesday, 10/16, How do you do this in Excel?

Description: How do you get from your house to the store? Do you walk? Ride a bike? Drive a car? All of these methods will get you there, but, some are faster than others. The same is true in Excel. There are often several ways to accomplish any given task in Excel. But, not all options provide the same efficiency.

For example, let's say you need to compute a report subtotal, such as the fixed assets subtotal. How do you do this in Excel? Do you use the SUM function? If so, it may surprise you to learn that there is a more efficient option.  In this session, we’ll examine several common Excel tasks and then discuss our options.

  • Wednesday, 11/7, Excel: Consistently and Automatically Map Client Data

Description: In this session, we’ll explore the Excel items needed to create a workbook that automatically and consistently maps data to the lines needed for entry.

Learning Objectives:

  • State how to aggregate exported data with conditional summing
  • Identify how to store data so that new rows are automatically included in formulas
  • Recognize the technique that can be used to map data
  • Wednesday, 11/14, Excel Pivot Tables

Description: In this session, we’ll explore the fundamentals of creating PivotTable reports. We’ll examine the report layout areas and how to update source data. We’ll also examine report layout options so that you can obtain just the right formatting and structure for your report. We’ll talk about how to group your report into monthly columns and how to filter PivotTables as well. By the end of the session, you'll understand how to create basic PivotTable reports.

  • Tuesday, 11/27, Transform Data in Excel without Formulas or Macros

Description: 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.

  • Tuesday, 12/11, The Two Most Important Excel Functions

Description: We’ll discuss two Excel functions that provide incredible efficiency to users. 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 users.

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?

Cost:

  • Members – all 5 session - $100
  • Nonmembers – all 5 sessions - $200
  • Due to these sessions being interactive, we ask that each attendee register individually so you can participate and work in excel simultaneously.
  • Can’t attend all sessions?? No Worries, a link will be sent to each registrant after the webinar to access for 30 days.

* After you complete your payment online by pressing the "Register Now" button on this page, please click here to register in Jeff Lenning's GoToWebinar as well so you can get individual web links and reminders of all the sessions.

Tickets

$100.00 all 5 sessions for members

$200.00 all 5 sessions for non-members

$100.00 all 5 sessions for members of other HFMA chapters