Dates and location
Hours
Dates and location
Hours
Description
This course will be an overview of:
- Using sample work order data, examine different ways to identify specific transactions, how to manipulate text fields, and how to use conditional highlighting to flag selected information.
- Using sample insurance policy information, review the benefits provided by using Table functionality in Excel, how to utilize UNIQUE to identify unique items within a list, sorting tools in the Table along with the SORT function, and leveraging SUMIFS to selectively summarize information within a larger set of data.
- Using baseball statistics as an example, look at how to identify performance for a team. Use XLOOKUP to pull data for selected players and then summarize that information. Also review text functions and how SUMPRODUCT can be useful to compute a weighted average.
- Review the buildout of a pro forma income statement utilizing a freely available template.
Key Takeaways
After completing this course, the learner should be able to:
- Identify significant transactions (using conditional formatting).
- Summarize transaction data dynamically (using Tables, SORT, UNIQUE, SUMIFS).
- Analyze team performance (using IFS, LOOKUP, SUMPRODUCT).
- Prepare pro forma financial statements.
Who Will Benefit
This course is perfect for beginners, intermediate, and even advanced financial professional Excel users.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Michael (“Mike”) Brown’s extensive experience confirms his presence as a leader in the accounting community—with a commitment for student success and a passion for teaching. For over 15 years, Mike has been a senior national instructor with Becker Professional Education. He has reached 167,000 individual students—just since February of 2019—in Becker’s CPA and CMA Review courses and countless more through his presentations at conferences, firms, universities and in the online community. Mike’s teaching is enhanced by his vast accounting experience in many industries, including manufacturing, financial, retail, real estate and service. With Becker's CPA Evolution course, Mike is heavily involved in the lecture videos in four sections: AUD, FAR, BAR, and ISC. In addition to the CPA Review, CMA Review and CPE courses he teaches at Becker, Mike is an adjunct professor in accounting at Franklin University. He also recently completed a term on the Beta Alpha Psi Board of Directors. Mike graduated from the University of Virginia with a Bachelor of Science in Commerce and a Master of Science in Accounting. He is a licensed CPA in the State of North Carolina, currently residing in Raleigh with his wife and two children.