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In this course we discuss how to make data that comes to us in a ‘dirty’ and unusable format useful.  Many times, report writers give us data with subtotals or other information that are not very helpful at all.  In this course we focus on how to make this data useful. 

Finally, we explore new ways to create unique identification formulas that will enhance the relational database aspect of your data (i.e. COUNTIFS, SUMIFS, FIND, SEARCH, VLOOKUP, etc.)

Learning Objectives

  • Identify situations wherein data from typical accounting systems fails to give us what we’re truly looking for (i.e. getting useless subtotals that make tallying and converting data to a tabular format tricky)
  • Discover new ways to create useful management reports from systems that don't quite give us what we exactly are looking for by means of cleaning up this ‘dirty’ data.
  • Explore new ways to create unique identification formulas that will enhance the relational database aspect of your data (i.e. COUNTIFS, SUMIFS, FIND, SEARCH, VLOOKUP, etc.)

 

 

 

10 Reviews (22 ratings)Reviews

4
Member's Profile
Useful information on dealing with ERP data where the information is on more than one row, which is unfortunately all too common, and turning it into searchable information.
5
Member's Profile
This was one of the most practical applications of excel that I've seen in this series. Many of us at SMB need to deal with data that we get from the accounting system. The tricks and tips will go into practice right away.
4
Anonymous Author
Usually controller do not manipulate data so good idea for these working with them to learn these hints
4
Member's Profile
I wish instructor took some time to spell out some of conditions in functions he was demonstrating
5
Member's Profile
Helpful to cleaning up data coming from a downloaded report from a system like QuickBooks.
3
Member's Profile
The text in the spreadsheet was too small to follow the instructor on a 17 inch monitor
4
Member's Profile
Good techniques for sorting large amounts of data to a format usable for accountants.
3
Anonymous Author
Basic functions suited for someone who is not too familiar with Excel functions.
5
Member's Profile
Would have been nice to have the Excel files used to follow along.
4
Member's Profile
Good course for begginers. Well presented.

Prerequisites

Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course but a general working knowledge of Microsoft Excel is preferred. 

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  12:23Accounts Payable
  11:56Accounts Receivable
  5:38Cleaning Up Your Data Made Easy
  10:12Enhancing Your Lookup Skill Set
Continuous Play
  40:09Excel for the hands-on Controller:CFO - How to clean up 'dirty' data and enhance your lookup skill set!
SUPPORTING MATERIALS
  XLSSample General Ledger Detail Report
  PDFExcel for the hands-on Controller/CFO Glossary
REVIEW and TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM