June 21, 2017
8:00 a.m. – 5:00 p.m.
$750 - Includes tuition, course materials, parking and meals.
University of California, San Diego
Rady School of Management
Center for Executive Development
This course is designed for PC users and uses Microsoft Excel 2016 Pro. A limited quantity of laptops are available to borrow.
About the Program
Whether Excel is a daily part of your business or just occasionally used for a quick spreadsheet project, users often find themselves spending hours trying to answer the question, “I know there’s a way to do this in Excel, but how?” Become a more efficient Excel user and learn the most powerful features that the program has to offer in this one-day, advanced course. Highly interactive and hands-on, you will spend the entire time using Excel while an expert trainer walks you through demonstrations and exercises.
- Pivot Tables: allows you to extract the significance from a large, detailed data set. We will look at many examples and covers special features of Pivot Tables, including: Slicers, Linking Pivot Tables, Report Layouts, Grouping, Calculated Fields, Drill Down, Grand Totals, Conditional Formatting, Filtered Records, and more.
- Pivot Charts: the visual representation of a pivot table. We will look at dynamic Pivot Charts, too.
- Macros: create automated tasks and custom logic
- Macro Writing: useful for applying style and formatting, manipulating data and text, communicating with data sources and creating entirely new documents. We will cover If/Then and Do Loops.
- VBA: Visual Basic for Applications is the programming language used to develop macros
- Advanced Lookup Functions: allows you to search a column of data for a specific value within Excel to return the corresponding value within another row. We will discuss constraints of certain lookup functions and ways to fix those issues. We will also cover errors and how to use them to our advantage.
- Data Validation: Make a list of the entries that restricts the values allowed in a cell.
- Creating Amortization Tables: shows the interest applied to a fixed interest loan and how the principal is reduced by payments. It also shows the detailed schedule of all payments so you can see how much is going toward principal & how much is being paid toward interest charges. We will also discuss how to pay off your mortgage early and the results of various scenarios.
- Name Definitions: use defined names in lieu of traditional row-and-column addresses to create formulas more quickly and easily, while simultaneously creating documentation for formulas.
- Advanced Charting: create dynamic, interactive charts
Participants should have a very strong working knowledge of Excel and be comfortable with advanced functions. This course is not designed for beginner users.
David Ravetch has been a UCLA faculty member for over thirty years and is well recognized for his passion for teaching.
David Ravetch teaches Principles of Accounting, Intermediate Accounting, Cost Accounting, Special Topics in Accounting, and Applications in Excel and Mathematics for Management. He is also involved with MBA Programs at UCLA and UCSD. He has taught intensive Mathematics, Statistics, Excel and Accounting workshops geared towards preparing incoming MBA students for the rigorous quantitative challenges of these programs.
David Ravetch has won numerous teaching awards. He has been named Favorite Accounting Instructor, as voted by the accounting students, as well as, Most Recommended Instructor, as voted by students, campus wide. In the spring of 1995, the California Society of Certified Public Accountants, Committee on Accounting Education awarded David Ravetch their Faculty Merit Award, which recognizes excellence in teaching.
When David first began teaching at UCLA, the current Undergraduate Accounting program was in its infancy stages and UCLA was not yet a major contender for recruitment efforts by the International Accounting Firms. In the fall of 1995, under the guidance and direction of David, the Accounting Minor was the first approved minor at UCLA. David was named as the Director of the Undergraduate Accounting Program by the Anderson School. He served as the Director of the Undergraduate Accounting Program for seven years. David was also the faculty advisor for the Student Accounting Society from 1985 to 2002. Today, the UCLA Accounting Minor is recognized as one of the strongest Undergraduate Accounting Programs and UCLA graduates are heavily recruited by the International Accounting Firms.
David has always been focused on the success of his students, both academically and professionally. David is currently researching a new method of teaching Intermediate Accounting, utilizing a cutting-edge case-study format. This format has assisted students in better understanding financial statements, as well as in developing research, presentation, and evaluation skills that enable them to be more effective in their professional careers.
In addition to his love of teaching, David has a passion for music. He plays the piano, guitar, and clarinet. He has written many musicals: musicals for children and musicals about the public accounting profession which have been performed at the annual UCLA Accounting Awards banquets. David has developed a series of lectures which illustrates how well-known classical themes are used in film, television, pop music, and Broadway.