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Beyond Excel to the Max

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Date(s): Jun 11, 2018 - Jun 12, 2018
Time: 8:30AM - 4:30PM
Registration Fee: $299.00
Cancellation Date: May 24, 2018
City: Austin

Course Description

Many times after students had mastered tasks they learned in Intermediate/Advanced Excel or Excel to the Max classes, they are ready to continue learning more about the Excel program.  This class is designed for the student who is ready to expand their Excel knowledge beyond and intermediate Excel class.

In this course you will learn how to work with formulas such as INDEX and MATCH.    Students will go beyond basic PivotTable examples and use more Pivot Table features.  Master Conditional Formatting, Learn how to create Scenarios, create your own formatting and more.

Upon completion of this course, participants will be able to:

Create custom views, use more advanced functions, use more than the basic database features and learn shortcuts that will improve your efficiency when using Excel.

Potential CPE Credits: 15.0
Govt Hours: This class meets 15.0 hours of the 24-hour requirement for governmental CPE under Government Auditing Standards (yellow book), in most cases.
Technical Hours: This class meets 15.0 CPE credits of technical training in compliance with Texas Admin. Code Rule 523.102.

Instruction Type: Computer Based
Experience Level: INTERMEDIATE
Category: Auditing

Course Objectives

Customizing Your Workbook

·         Customizing the Ribbon & Quick Access Toolbar 

·         Using Text-to-Speech

·         Create Custom Views

Creating a Spreadsheet

·         In-depth Look at Conditional Formatting

·         Working with Named Ranges

·         Using Data Validation

·         Creating Drop-Down List and Combo Boxes

·         Work with Data Consolidation

·         More In-depth look at Pivot Tables

·         Identifying and Removing Duplicates

·         How to Create Advanced Filters


·         Understand the Parts of a Function

·         Use the COUNT, COUNTIF, COUNTA and COUNT BLANK functions

·         Create SUMIF functions

·         ISERROR vs. IFERROR

·         More on VLOOKUP

·         INDEX and MATCH functions

Additional Tools

·         Using Scenarios

·         How to Use Goal Seek

·         Work with Solver

·         Advantages of use Sytles

·         Using the Quick Analysis Feature

·         Working with Flash Fill

·         What is a Sparkline

·         Creating Screenshots

·         Using Smart Art

Custom Formats

·         Understanding the Parts of a Format

·         Create Custom Formats


No prerequisites required.

Who should attend?

Intermediate Excel users that would like to expand their knowledge and skills. 


Darla Cloud

Darla Cloud has been teaching computer classes for over 27 years. She has earned the various Microsoft Office certifications acknowledging her expertise in Microsoft products. Darla is also a Certified Public Accountant and a Certified Technical Trainer. In addition to Darla’s years of teaching, she has over seven years of accounting experience. Darla’s accounting experience and love of teaching help make her an excellent trainer. She has spent years learning tips, tricks and shortcuts that she will pass on during her classes.

Additional Information

TAC Rule 523.142(g) requires the CPE Sponsor to monitor individual attendance and assign the correct number of CPE credits. Participants will be asked to document their time of arrival and departure in compliance with this Rule. Additionally, attendance will be monitored throughout the day and CPE certificates will reflect actual attendance of each participant.

If you are making travel plans to come to Austin, we recommend making "refundable" air and hotel reservations or waiting until 14 days before the class to actually book your reservations. Courses are occasionally canceled or rescheduled due to low enrollment. We determine whether a course has enough participants 16 days prior to the course date. If we cancel or reschedule, we will email the participant and his or her billing contact no later than 14 days before the original class date.

The course coordinator will contact you with parking information. Handicapped parking is free at the meters around the downtown area.

Vending machines with Coca-Cola products and various snack items are available. There is also a refrigerator and microwave in our coffee bar area. Feel free to bring in your own drinks and food if you prefer.

You might want to bring a light sweater or jacket, as room temperatures vary.

To see answers to our Frequently Asked Questions, visit

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