In this session, we take basic financial data such as transaction lists, financial statements and budget data and show you how to work with it effectively in Excel. We’ll cover the right way to use techniques like:
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Table Style Formatting
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LookUps
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Pivot Tables
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Charts
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IF logic
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Named Ranges
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3D References, and more!
From bringing in less than ideal source data to generating polished, easy-to-understand charts, dashboards and reports, this session will introduce you to streamlined ways of working in Excel that will save your mental energy for the analysis instead of wasting it trying to get cells in worksheets to behave. You’ll see ways to set things up in the beginning of the year or reporting cycle that will allow you to just click a couple buttons to get updated data and decision support.
You’ll also get clever troubleshooting and reverse engineering tools that can help you “decode” that workbook you inherited which seems like a labyrinth of moving parts. Once decoded, you’ll learn how to clear out unwanted features and get things working the way you need them to! We’ll cover tools like:
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Tracing precedents and dependents
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Revealing Formulas to avoid costly reword
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Using Watch Windows to detect data interdependency
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Simple “tests” to make sure your data is in the right shape to unlock the best tools that Excel has to offer