K2's Introduction to Excel Macros

Course Details

Date

Thursday, October 21, 2021

9:30am – 1:00pm (Registration: 9:00am)

Location

Online

Field of Study

Technology

CPE Credit

4 hours CPE credit

Level of Knowledge

Beginning

Vendor

CalCPA

Prerequisites

None.

Description

You have used Excel for years and Lotus before that. During this time, you have said repeatedly, "One day, I'll learn how to write macros." Well, that time has arrived because this four-hour program will introduce you to the wide world of macros and Visual Basic for Applications (VBA) in Excel. Designed for those with little, if any, experience working with macros, this course will teach the fundamentals of creating and working with macros in Excel. More specifically, you will learn how to use Excel's Macro Recorder to write simple, yet effective, macros; how to secure and share macros with other Excel users; how to create user-defined functions to solve specific accountant-centric problems in Excel; and how to create macros that run automatically when a user opens a workbook. You will also learn the basics of VBA, including many necessary elements to write macros that can make you and your team more effective and productive with Excel. Don't miss this unique opportunity to learn how to begin working with macros - one of Excel's most powerful tools. "Very helpful Excel Macro class for beginners." L.C., CPA PA "I learned a tremendous amount during this course." A. P., MA

Highlights

  • Excel Macros

Objectives

  • "Identify the six main elements of a PivotTable report and their use when creating PivotTables
  • Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  • Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
  • Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
  • Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
  • Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel's GETPIVOTDATA function, and PivotCharts
  • Apply specific PivotTable techniques to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact

Designed For

Business professionals seeking to extend Excel's functionality with simple, yet highly effective, macros.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee
$149.00

Non-Member Fee
$199.00

Your Price
$199.00

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