Excel University Volume 3 Course Lite (No CPE, 1 Year)

(EUV3OD2)

Overview

Excel University Volume 3 picks up right where Volume 2 leaves off. This volume focuses on PivotTables, and we recreate the final report of Volume 2 with a PivotTable. Plus, we examine efficient ways to retrieve external data and various Excel features that enable us to communicate our message graphically. The features, functions, and techniques presented in this course are sure to shave valuable time off of your reporting tasks.

 

 

  • Opening Information

    • • Chapter 1: Overview
    • • Chapter 2: Selected Shortcuts
  • PivotTable Fundamentals

    • • Chapter 3: PivotTable Basics
    • • Chapter 4: Row Fields
    • • Chapter 5: Value Fields
    • • Chapter 6: Column Fields
    • • Chapter 7: Filter Fields
    • • Chapter 8: Updating Data
    • • Chapter 9: Groups and Subtotals
    • • Chapter 10: Value Formats
    • • Chapter 11: Report Type Comparison
  • Working with PivotTables

    • • Chapter 12: Options
    • • Chapter 13: Report Layout and Design
    • • Chapter 14: Multiple Value Fields
    • • Chapter 15: Calculated Fields
    • • Chapter 16: Calculated Items
    • • Chapter 17: Show Values As
    • • Chapter 18: Sorting
    • • Chapter 19: Filtering
    • • Chapter 20: Hybrid Reports with GETPIVOTDATA
  • Obtain > Prepare > Summarize

    • • Chapter 21: Web Data
    • • Chapter 22: External Data
    • • Chapter 23: Text Files
    • • Chapter 24: Data Preparation
    • • Chapter 25: Accounting System Data
    • • Chapter 26: Getting Graphic
  • Author

    Jeff Lenning CPA CITP
  • Subject

    Excel University Volume 3
  • Benefits

    Begin Now: begin training immediately
    On-Demand: train at your own pace
    Pause and Resume: pause and resume training as needed

  • Software

    Featuring Microsoft Excel for Windows Versions 2010 and later
  • Format

    On-Demand
  • Access Begins

    Immediately
  • Duration

    Designed around an 8 week schedule; typical participants spend 1-2 hours per week. You may work at your own speed, either faster or slower than the suggested eight week schedule.
  • Enrollment Period

    Your enrollment is valid for one year.

  • Week 1

  • Lecture Videos
  • • Administration (7:46)
  • • Ch 1 Overview (2:15)
  • • Ch 2 Selected Shortcuts (6:34)
  • • Ch 3 PivotTable Basics (9:32)
  • • Ch 4 Row Fields (6:17)
  • • Ch 5 Value Fields (12:32)
  • • Ch 6 Column Fields (3:40)
  • • Ch 7 Filter Fields (4:10)
  • Homework Activities
  • • Excel Version Poll
  • • Introductions Forum Post
  • • Exercise Workbooks
  • Additional Resources
  • • Answer Files
  • • Shortcut Reference
  • • Solutions Videos
  • • Shortcut Reference / Index / Glossary
  • Week 2

  • Lecture Videos
  • • Ch 8 Updating Data (11:01)
  • • Ch 9 Groups and Subtotals (12:46)
  • • Ch 10 Value Formats (5:27)
  • • Ch 11 Report Type Comparison - Part 1 (9:38)
  • • Ch 11 Report Type Comparison - Part 2 (12:27)
  • Homework Activities
  • • Wk 2 Poll
  • • Exercise Workbooks
  • Additional Resources
  • • Answer Files
  • • Solutions Videos
  • • Related Blog Post
  • Week 3

  • Lecture Videos
  • • Ch 12 Options (8:05)
  • • Ch 13 Report Layout and Design (11:38)
  • • Ch 14 Multiple Value Fields (18:46)
  • • Ch 15 Calculated Fields (15:49)
  • • Ch 16 Calculated Items (9:31)
  • Homework Activities
  • • Wk 3 Poll
  • • Exercise Workbooks
  • Additional Resources
  • • Answer Files
  • • Solutions Videos
  • • Related Blog Post
  • Week 4

  • Lecture Videos
  • • Ch 17 Show Values As (9:30)
  • • Ch 18 Sorting (17:51)
  • • Ch 19 Filtering (16:47)
  • • Ch 20 Hybrid Reports with GETPIVOTDATA (12:32)
  • Homework Activities
  • • Wk 4 Poll
  • • Exercise Workbook
  • Additional Resources
  • • Answer Files
  • • Solutions Videos
  • • Related Blog Post
  • Week 5

  • Lecture Videos
  • • Ch 21 Web Data - Part 1 (18:55)
  • • Ch 21 Web Data - Part 2 (6:31)
  • • Ch 22 External Data - Part 1 (20:59)
  • • Ch 22 External Data - Part 2 (9:40)
  • Homework Activities
  • • Wk 5 Poll
  • • Exercise Workbooks
  • Additional Resources
  • • Answer Files
  • • Solutions Videos
  • • Related Blog Post
  • Week 6

  • Lecture Videos
  • • Ch 23 Text Files (11:17)
  • • Ch 24 Data Preparation (18:44)
  • Homework Activities
  • • Wk 6 Poll
  • • Exercise Workbooks
  • Additional Resources
  • • Answer Files
  • • Solutions Videos
  • • Related Blog Post
  • Week 7

  • Lecture Videos
  • • Ch 25 Accounting System Data - Part 1 (17:20)
  • • Ch 25 Accounting System Data - Part 2 (5:19)
  • • Ch 26 Getting Graphic - Part 1 (13:39)
  • • Ch 26 Getting Graphic - Part 2 (10:58)
  • Homework Activities
  • • Wk 7 Poll
  • • Exercise Workbooks
  • Additional Resources
  • • Answer Files
  • • Solutions Videos
  • • Related Blog Post
  • Week 8

  • Lecture Videos
  • • Graduation (5:20)
  • Homework Activities
  • • Course Recap Forum Post
  • • Spread the Word
  • • Keep in Touch
  • • Course Evaluation
  • Additional Resources
  • • Shortcut Reference
  • • Contents at a Glance

Materials

This course teaches the content of the Excel University Volume 3 book. The book chapters are available digitally inside the course during the enrollment period. Obtaining a printed/bound copy of the book is not required.


If you'd like to purchase a printed/bound copy of the book, which is totally optional, you may do so through Amazon.


Use the related products link below to obtain a hard copy of the book if desired.

Comments from participants

  • • "Very engaging, fun class!"

  • • "Valuable resource to increase personal organization and productivity."

  • • "Enthusiastic and engaging!"

  • • "Excellent presenter, would recommend."

  • • "Very good training, would recommend to other professionals."

  • • "Being exposed to new formulas and functions was valuable."

  • • "Book is great for my future reference."

  • • "Great course, really going to try to implement new things learned."

  • • "Thank you goes to Jeff for great training- very helpful and useful."

  • • "Really enjoyed Jeff. Very knowledgeable and great presenter. Exercises were also very helpful."

Objectives

  • • State the process to create a PivotTable report
  • • Distinguish between formula-based and PivotTable reports
  • • Identify three Excel features that can graphically communicate information

Program Level

Intermediate

Prerequisites

Excel University Volumes 1 & 2

Advance Preparation Needed

Ensure you have access to Excel for Windows, preferably versions 2010 or later, so that you can work through the required homework exercises. Excel for Mac is not officially supported.

Recommended CPE Credits

This course does not qualify under NASBA standards for continuing education (CPE) credit and should not be claimed as such. Please enroll into the full version for if CPE credit is needed.

Field of Study

Computer Science

Expiration

Program enrollment is valid for one year and participant must complete the final exam within this time period.

Refund Policy

Full 30-day refund; full refund for any course cancellations or registration into upcoming session if preferred.

Complaint Resolution

For information regarding adminstrative policies such as complaint resolution, please contact Jeff Lenning CPA CITP at 949-200-7688 or via email info@excel-university.com

 

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