Excel Essentials: More than a Foundation

Get more productivity and better answers for greater success. This course brings together insights, techniques, tips, and shortcuts.

Details

 

March 20, 2018 - REGISTER HERE

8:00 a.m. – 5:00 p.m.

$750

Includes tuition, course materials, parking and meals.

Contact Us

Maps & Directions

This is an intermediate to advanced-intermediate level course.

This course is designed for PC users and uses Microsoft Excel 2016 Pro. A limited quantity of laptops are available to borrow. For Mac users, click here.

About the Program

Get more out of Microsoft Excel® 2013: more productivity and better answers for greater success. This intermediate-level course brings together all the intensely useful knowledge you need: insights, techniques, tips, and shortcuts.

At this hands-on, you will learn to use Excel to successfully tackle financial forecasting, mortgage analysis, purchase order calculations, pro forma financials, capital budgeting and the effects of different economic scenarios on earnings.

Topics Covered:

  • Formatting: Customize the look and feel of your workbook, allowing you to draw attention to specific sections and making your content easier to view and understand
  • Absolute vs. Relative Cell References: a cell or a range of cells on a worksheet and can be used in a formula so that Excel can find the values or data that you want that formula to calculate
  • Filtering: Filter your Excel data if you only want to display records that meet certain criteria
  • Tables: Allow you to analyze your data in Excel quickly and easily
  • Sorting: Sort data by numbers, text such as alphabetical order, dates, colors, icons, or by a custom list.
  • Formulas and Functions: Allows all sorts of data analysis, from simple sums to standard deviation
  • Macros: Easily create automated tasks and custom logic
  • Solver / Goal Seek: find roots of a polynomial equation and a variety of other problems, even with multiple unknowns
  • Linking Spreadsheets: Establish links across multiple spreadsheets and workbooks to streamline data management
  • Present Value Applications and Finance Functions: Determine the value of a financial asset.
  • Charting: Communicate data graphically.
  • Conditional Formatting: Allows you to apply different formatting options, such as color, to a cell or cells based on the data entered.
  • Spark lines: Graphs that fit in one cell and give you information about the data
  • Sliders: Use a scroll bar or spin button to quickly enter or change a range of values.
  • Histograms: A specialized type of bar graph used to summarize groups of data.
  • Working with Text: Learn valuable formulas for working with text in Excel, Flash Fill

Participants

This course is designed for participants with intermediate skill level using Excel. Participants should be comfortable using Excel and have familiarity with its basic functions. This course is not for beginners or designed for people with no Excel experience.

Course Faculty

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.

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