Course Overview



This course will begin with the creation of PivotTAbles with features including calculated fields, Slicers, and Timelines. From there, we will cover Functions in Lists, special IF functions, Advanced Filters, Lookup Formulas, Linked formulas, Protected Workbooks, Templates, and Macros.

Key Topics:

  • PivotTables, Slicers, Timelines, and Calculated Fields in PivotTables
  • Functions in Lists: IF, SumIF, CountIF, SumIFs, and CountIFs
  • Lookup Formulas for internal and external data
  • Protecting workbook formulas and creating Excel templates
  • Text functions for imported data
  • Macro basics and the VBA Editor


  • PivotTables with tools such as Slicers and Timelines
  • Special IF functions and formula trouble-shooting
  • Creating Lookup functions for internal and external data
  • Applying text functions for imported data
  • Building a basic macro and editing in the VBA Editor


  • Participants should be familiar with Excel commands, spreadsheet design, creating formulas and using functions. 
  • Participants who are most successful in this course will be those who use Excel on a regular basis to accomplish routine tasks in their job or business.

Enroll Now - Select a section to enroll in

Section Schedule
Dec 10, 2020
Schedule and Location
Contact Hours
Delivery Options
Course Fees
Registration Fee non-credit $250.00
Section Notes
Accountants. This program is approved for 8 CPE credits. Program Level: Basic. Requisite Knowledge: None. Advanced Preparation: None. NASBA Subject Area: Computer Software & Applications. Teaching Method: Group-Live.

Course Materials

All course materials will be provided electronically.

Policy Information

View registration, refund and cancellation policies

Advisory Board

Course curriculum is developed in consultation with our Professional Development Advisory Board of subject matter experts, faculty, and industry practitioners.

Required fields are indicated by .