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Controller/CFO CPE Series: Friday, May 31st, 2019

Friday, May 31, 2019 @ 8:00 am - 12:00 pm

Dallas CPA Society 

Controller/CFO CPE Series

Course Name: Intermediate Excel

Course Description: The Intermediate Excel Course is designed for those that have a good grasp of basic Excel and are ready to move to more advanced features.    This course will focus on ways to work with data to help improve your analysis and presentation of the data and well perform advanced function and formatting of data. This course is based on Microsoft Excel 2016 for Windows.

Prerequisites:  Basic Understanding of Excel

Learning Objectives:

As a result of the Intermediate Excel course, participants will be able to:

  • Import Data from a variety of files and convert TEXT TO COLUMNS
  • Use the Go To Special feature for fill blanks
  • Organize data through the use of  Filter, Transpose, Group, Sort and Subtotal
  • Work with data through the use of data validation, conditional formatting.
  • Locate duplicates within data and consolidate data.
  • Work with advanced formulas such as IF THEN,  VLOOKUP, LOOKUP, INDEX MATCH, SUMIF(S) and IFERROR
  • Utilize the What If Analysis to run difference scenarios within Excel
  • Audit formulas for errors
  • Record Macros to save time and perform repetitive tasks
  • Prepare simple Pivot Tables
  • Develop and edit charts and learn about new charts such as treemap and waterfall.


Friday, May 31, 2019
8:00 am - 12:00 pm


Dallas CPA Society Office
12400 Coit Rd Ste. 750
Dallas, TX 75251 United States
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