• Course Information

    Title: Using Excel to Manage Data
    Category: Computer Software
    Field of Study: Computer Software and Applications
    Course Code: S017-0513
    CPE Credits: 3.0
    Price: $27.95
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Description

Description:
This course shows you how to take basic rows and columns of data and to manage it and turn it into useful information that can be incorporated into the decision-making process. We start with Excel's simple basic Database features of sorting and filtering data and then look at subtotals and nested subtotals. From there, we explore one of Excel's most exciting features - the pivot table. The course then discusses how to use Database functions and apply conditional formatting to data.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: Excel 2007/2010/2013/2016. Basic file management skills (open/close) are assumed and basic Excel ski

Advanced Preparation: None

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Course Details

Author: Patricia McCarthy

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 04/06/2017

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Objectives

Objectives:
1. Recognize basic components of a database
2. Identify and apply different ways to sort data
3. Define and apply filtering techniques
4. Recognize the steps required to create and copy subtotals and nested subtotals
5. Recognize when it is appropriate to use a pivot table
6. Recognize the steps to create, edit and format pivot tables
7. Recognize and components of a database function and how to apply them
8. Recognize how to apply and remove conditional formatting
9. Recognize and apply an Outline format

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

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