Pivot Tables and Lookups - March 20, 2010 in San Francisco: 9am - 1pm

Pivot Tables and Lookups are two of the most important functions for accounts, who use them to convert large data sets into manageable and understandable reports. They're so important, questions about these two Excel functions often pop up in accounting job interviews.

This will be an advanced session on how to utilize two powerful tools in Excel 2007. We'll cover:

  • The new interface in Excel 2007
  • Different ways Pivot Tables retrieve data
  • Tricks and traps in setting up a Pivot Table
  • Formatting of Pivot Table data
  • Lookup functions - VLookup, HLookup, Match, etc
  • Integration of Pivot Table and Lookups
  • Real business applications for accountants and analysts

Price: Register online to save $5 off of the walk-in price of $60 or $40 for IMA members. Email excelinaccountingadmin@gmail.com to find out about group discounts.

Come join us to improve your skills and to network with other accounting and finance professionals!

Registration

Select an option
IMA Number (if applicable)

Time & Location

  • Saturday, March 20, 2010
    9am - 1pm
  • Golden Gate University
    536 Mission Street
    5th floor, Room 5207
    San Francisco, CA
    Map

Transportation and Parking

  • Many public parking lots are available around downtown San Francisco
  • BART and Muni - near the the Montgomery St Station
  • SamTrans - 1 block from the Transbay Terminal

Instructors (see bios)

  • Roger Nakayu
  • Clint Monroe
  • Stephen Tin

Classroom Environment

Leaders demonstrate Excel techniques on a large screen at the front of the classroom. Students listen and follow along with provided handouts, or may experiment with techniques if they have brought laptop computers. Downloadable examples are also available.

Coffee and bagels are provided.

CPE Credit

Receive 4 hours of Continuing Professional Education credit for attending an Excel Session. CPE applies to Certified Management Accountants - CMAs.

Questions?

Email any questions to excelaccountingadmin@gmail.com