Excel 2: Pivot Tables, Macros, VBA & More

Become a more efficient Excel user and learn the most powerful features that the program has to offer in this advanced course.

Details

December 12, 2018

$750

8:00am - 5:00pm

Registration fee includes tuition, course materials, parking, breakfast, and lunch.

This class is part of the Excel Certificate Program.

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Maps & Directions

Must take Excel 1 before taking this class.

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.

Topics Covered:

  • Pivot Tables: allows you to extract the significance from a large, detailed data set.
  • Pivot Charts: the visual representation of a pivot table.
  • Hyperlinks, 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.
  • 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.
  • Offset: returns the value of a cell that is a specified number of rows and columns away from a cell or range of cells that you referenced in an adjacent range
  • Conditional Sums and Ifs: allows you to sum by multiple conditions
  • 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.
  • What-if Analysis?: the process of changing the values in cells to see how those changes will affect the outcome of formulas on the worksheet
  • Scenario Manager: enables you to create and save sets of different input values that produce different calculated results
  • Data Tables: a range of cells that shows how changing one or two variables in your formulas affects the results of those formulas
  • 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
  • Database Functions: make it easy to summarize information from large tables of data

Participants

Participants should have a very strong working knowledge of Excel and be comfortable with advanced functions. This course is not designed for beginner users. Participants must take Excel 1 before taking this class.

Instructor

David Ravetch

David Ravetch has been a UCLA faculty member for over thirty years. He 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 him their 1995 Faculty Merit Award, which recognizes excellence in teaching.

When David Ravetch 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 his guidance and direction, the Accounting Minor was the first approved minor under UCLA. David Ravetch was named as the Director of the Undergraduate Accounting Program by the Anderson School. He has served as the Director of the Undergraduate Accounting Program for fifteen years.

 

*The Rady School of Management Center for Executive Development (CED) may change, postpone or cancel a class at any time.  We do not provide refunds for any fees related to travel, including but not limited to gas, bus fare, train tickets, airline tickets, etc.  Certificate requirements may also change. We will provide as much notice as possible should this occur.