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Microsoft Excel 2010 Webcast - Special Event 10 Lesson Series

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Microsoft Excel 2010 Webcast - Special Event 10 Lesson Series

Purchase Instructions

When you purchase this product, you will receive a receipt confirming your purchase. IPBC staff will be notified of your purchase and send you a follow-up email containing:

  • You will receive a complimentary recording of the lesson for your own personal use. It may not be sold or used for commercial purposes. The session is 60 minutes of instruction followed by up to 30 minutes of  Q&A.
  • You will receive homework to help reinforce each lesson.
  • You will receive written responses to the Q&A asked during the session.

Please contact IPBC staff if you have not received this email within one business day of your purchase.

Course Curriculum

Lesson 1 – Basics

This first of ten lessons covers some basics.But don’t fret it won’t cover how to create a spreadsheet but rather go into some of the settings that can make your life a little easier by modifying some settings to your specific needs.The lesson will touch on the backstage, customizing your ribbon, modifying the quick access toolbar, and other hints & tips to speed up your daily work in MS Excel 2010.

Lesson 2 – Security

This second lesson is intended to show you how to secure your work from unwanted modifications (intended or accidental), locking cells or just protecting one sheet, be aware of macros and ActiveX controls, and finally how to set up Hyperlinks so you can move around without ending up in the wrong place.

Lesson 3 – Functions and Formulas Part 1

Ever felt a little lost when it comes to some of the basic functions?Like, how do they do that sum when data is filtered and be correct each and every time? And how do you get a sum total without actually creating a function? And what is VLOOKUP anyway? Come and join us for lesson three in a series of ten to find out.

Lesson 4 – Functions and Formulas Part 2

If only you knew how to best find out the solution to a set of scenarios… For example, you want to create some cost analysis where full time employees are entitled to group benefits but those that work part time don’t.How do you get to the numbers without having to separate the employees? These are scenarios where the "IF” or "SUMIF” functions come in handy. And have you ever struggled with some pesky little variances? You know that it must have something to do with rounding, but how do you resolve this? If any of that sounds familiar, then this session is for you.

Lesson 5 - Functions and Formulas Part 3

Who hasn’t had to deal with payment plans?! Ever heard of the terms "future value”, "payment amount”, and similar? In this lesson learn how to apply the following functions: NPV, PMT, NPER, FV. Did you know that you can calculate the number of days between two dates? Find out how during this session.And last but not least, have you ever been faced with text that needs to be "cleaned up” first before you can manipulate the data? This is your chance to find out how to apply text functions such as LEFT, RIGHT, PROPER, and TRIM, instead of manually retyping or using the "cut and copy”.

Lesson 6 – Conditional Formatting and Sparklines

Lesson 6 will show you how to make data sets easier to read. A picture is worth a thousand words, right?! Why not apply some conditional formatting or Sparkline to make the data more visual to the reader? Impress your readers with easy to understand data by doing so. Even apply some of these during a presentation to quickly emphasize different information. Join us to find out how this works.

Lesson 7 – Tables and Charts

Ever find that the data you created makes sense but needs a little sprucing up? Let me show you how to use the Table Tools. Need to sort or filter your data in a specific manner, maybe find the top 10 or bottom 10 performers? You can do this easily in a Table. Then want to take the data and show it in a Chart within your sheet or on a separate sheet? Learn in lesson 7 how to do this using a variety of layouts and style.

Lesson 8 - Macros

Need to find an easier way of doing repetitive work. Macros might just be the solution for you. How to create them and reuse them in an active file or for all files is what will be covered during this lesson. Come and join us for lesson 8 to get started on Macros.

Lesson 9 – Pivot Tables

We analyze data pretty much every day as a bookkeeper. But sometimes the data is just overwhelming and not very easy to handle, unless you know how to use pivot tables. A pivot table allows you to take a large amount of information and analyze different aspects without changing or reworking the original information. Once the data is in a pivot table you can change the focus of your analysis the way you need it with just a few clicks. Lesson 9 will show you how this is done.

Lesson 10 – Putting It Together

Financial Statements, Budgets & Forecasts, Monthly Working Files, Management Reports, the information to gather seems overwhelming. Learn how to create all these using all you learned in the previous 9 lessons. Push them out to readers via e-mail in MS Excel or PDF. This last lesson shows you how to put it all together and then reuse what you created over and over again.

Our Speaker

At age 28 Michaela came to Canada from Germany.Her career in Germany revolved around teaching on various topics.Since coming to Canada she spent 12 years in B.C. and 10 years in Manitoba working in the bookkeeping/accounting field.Her experience covers industries such as federal government, manufacturing, services, food & beverage, wholesale, and technology.

Over the years Michaela has trained many individuals and groups not only on job specific task but on software and how to get the most out of them.She held presentations on charities close to her heart and presentations on financial topics to educate non-accounting departments on how important the "bean counters” are to and for them.

Michaela retired as the director of finance with a Winnipeg based technology & software developer in December 2009.Shortly thereafter Michaela and her husband moved to Brandon, MB as their chosen retirement residence for the summer and setting up a puppy friendly home in Arizona for the winter.Full time retirement however, proved to be a challenge – if you ask Michaela why, then she will most likely just tell you that it was too boring.In June 2010 Michaela joined the IPBC and within weeks obtained her CPB certification.

Today Michaela is the sole proprietor of MD Accounting Resources.An opportunity presented itself to start teaching again and this time with topics specific to bookkeeping.Michaela quickly found her niche as she rediscovered her love for teaching.Michaela is actively teaching Simply Accounting courses in-class as well as online and is proud to add Microsoft Excel to her lineup of courses.





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