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Webcast
Webcast
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About this item

We start by discussing dynamic headers, and how important they are when automating reporting workbooks. Next, we review how to transpose the orientation of the conditional summing function to produce horizontal or crosstab reports. We review the idea of mapping tables and show how they are the key to unlocking major efficiency gains. Lastly, we use data validation in our digital reports and review a critical worksheet that belongs in just about every recurring-use workbook: ErrorCk. The webcast is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you’ll be completing the same exercises demonstrated by the instructor. A link will be provided so you can download the necessary Excel files. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all the exercises in the practice workbook and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.

Learning Objectives:

Create dynamic headers

Create horizontal reports

Use mapping tables

Use data validation to provide dynamic reports

Improve error checking

Apply 10-plus features, functions, and techniques in a single user workbook

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS.

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