Mastering Microsoft Excel Out of Stock
Excel-erate Your Spreadsheet Skills
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Excel-erate Your Spreadsheet Skills
We start with the basics and work our way up from there. Learn fundamental Excel concepts with real-life examples, including fiduciary accountings, amortization schedules, real estate closing statements, disbursement schedules, and medical bill summaries.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Excel-erate Your Spreadsheet Skills
9:00 - 10:30am
Excel Basics
• Ribbons, buttons, and interface issues
• Recommended default setting changes
Structuring Data and Using Formulas/Functions
• Navigation
• Editing cells
• Formulas/functions
• Copying/replicating formulas
• Creating a probate inventory and appraisal
• Medical bill summaries with running totals
• Real estate settlement statements with auto-calculating subtotals and totals
• Calculating loan payments based upon varying loan amounts, interest rates, terms, and number of payments per year
• Using formulas to calculate dates and deadlines
10:35 - 10:45 am
Break
10:45 am - 12:00 pm
Formatting Cells and Worksheets
• Formatting to cells, rows, and columns
• Making worksheets look good
• Sorting, filtering, and conditional formatting
Getting the Worksheet to Print the Way You Want
• Headers and footers
• Printing options
• Gridlines
• Row and/or column headings
• Row and/or column labels (titles)
• Fitting text on a page when printing
• Scaling to fit/zoom
Creating Graphs
• Creating and customizing bar graphs
• Creating and customizing pie charts
Advanced Topics
• Using Excel for Mail Merges in Word
• Naming and nesting formulas
• Formulas to manipulate text instead of numbers
• Using tables to manipulate large data sets
• Combining data using VLOOKUP
• Summarizing data: sums and pivot tables
12:00 pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $389.00 USD
- Member Price $289.00 USD
- General Credits 3.00
- Ethics Credits 0.00
- EDI Credits