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Duration: 1 Hour
Level: Advanced
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Expert Certifications

Learn tips for optimizing many frequently occurring performance obstructions in Microsoft Excel. At the end of this course, you'll be able to articulate tactics for data validation, error checking and reporting. You learn the following:

Build Your Own Date with DATE

This online Excel course explores the DATE function. We walk through the function's syntax, illustrate how to use it through practical examples, and provide homework activities that allow you to work hands-on.

Concatenation Basics

This online Excel course digs into concatenation which is the joining of text strings. This Excel lesson reviews the CONCATENATE worksheet function and the concatenation operator. It provides hands-on exercises so you can work along.

Improve SUMIFS with CONCATENATE

In the previous chapters in this volume, we've only been able to get partial utility out of the SUMIFS function. This online Excel course demonstrates how to improve our SUMIFS formulas by using concatenation. This Excel lesson includes a sample Excel file so you can work hands-on.

Dynamic Headers

This online Excel course discusses the power of dynamic headers, and how they are a critical concept in recurring-use reporting workbooks. This Excel lesson includes a sample Excel file so you can work hands-on.

Horizontal Reports

Accountants often prepare reports that have a horizontal orientation, for example, when report values are placed into monthly columns. This online Excel course demonstrates how to build such reports and provides a sample Excel file so you can work along.

Mapping Tables

This online Excel course covers the concept of mapping tables and demonstrates how they are used to automate recurring-use reports. A common issue encountered by accountants is that the account names, such as Cash, are different than the report labels, such as Cash and Cash Equivalents. This lesson explores the mapping table, and illustrates how they solve this issue and provide Excel with the translation needed to automate the data flow.

Data Validation and Reporting

This online Excel course explores the utility of data validation when preparing and delivering digital reports. This Excel lesson demonstrates several ways to implement data validation into your reporting workbooks.

Improve Error Check

This online Excel course further improves the ErrorCk sheet originally discussed in Volume 1 Chapter 15. This Excel lesson demonstrates how to use Boolean values, comparison formulas, the logical AND function, and conditional formatting to build a reliable error check sheet.

Course Collections

This course is included in the following Course Collections:

Learning Objectives

  • Articulate tactics for Excel data validation and reporting
  • Improve error checking
  • Implement concatenation basics
  • Build your own Date with the Date function

33 Reviews (82 ratings)Reviews

4
Anonymous Author
I liked this class, but I don't actually work in tables, so while the ideas are still useful, the practicalities didn't always line up with my job. Also, I think the classes should be shorter, maybe 30 minutes. An hour to take a training is a bit of a luxury.
5
Member's Profile
These are some complicated concepts and Mr. Lenning went quickly through them, so it is important to work through the supporting worksheets to get a really good grasp on the material. Keeping that in mind, this was an excellent course.
4
Member's Profile
Jeff is a great teacher and always informative but it would be great to have the presentation as a continuous video rather than in blocks.
5
Member's Profile
This is quite simply the best Excel course I have taken on Proformative. Perfect detail, explanation and pace. HIGHLY RECOMMENDED.
5
Anonymous Author
This is a great course and a great speaker. There is so much to learn about Excel and this is one of many steps to get there.
3
Member's Profile
The "Concepts Used" file was not included in the Zip files containing the worksheets. Overall, pretty helpful.
3
Anonymous Author
It took me 2 hours to complete this course, so I feel like it should be a 2 hour course, not a one hour one.
5
Anonymous Author
I like that each topic is broken down into its own presentation with hands on worksheets to practice on.
4
Member's Profile
It has some tips that can be useful but sometimes the formulas can be replaced with simpler ones
5
Member's Profile
Separate discussion of related topics cooling together nicely. Very well summarised.
5
Member's Profile
Really well explained, and good exercises to help get to grips with the concepts.
4
Anonymous Author
Exceptional course...I enjoy your presentation skills. Keep up the good work.
5
Member's Profile
Great! I just completed all the courses by this instructor. Thank you sir!
5
Member's Profile
Best one hour excel course I have ever taken. Watch this and be awesome.
4
Anonymous Author
Another great course by Jeff chock full of useful tips. Great job!
5
Member's Profile
the information provided here will save me a LOT of time. thanks!
4
Member's Profile
A recap of slides would be helpful. Some formulas are detailed.
4
Member's Profile
Good refresher of some essential commands and useful tools.
5
Member's Profile
Good overview of Excel functions and some tips and tricks.
2
Anonymous Author
It is hard to follow to what tabs are being referenced.
4
Anonymous Author
Excellent course. Very well structured and presented.
5
Member's Profile
Once again Mr. Lenning provides clear understanding.
5
Anonymous Author
Very useful functions of excel. Made my life easier.
5
Member's Profile
Good way to get into areas I wasn't familiar with.
5
Anonymous Author
Thanks a lot. I found it helpful and relevant.
5
Anonymous Author
Great, thorough explanations and examples
5
Member's Profile
Excellent suggestions- Thank you!
4
Member's Profile
Good information.
5
Anonymous Author
New learnings
5
Anonymous Author
Very helpful.
5
Member's Profile
Great ideas
4
Anonymous Author
Useful tips
5
Anonymous Author
Very good.

Prerequisites

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.

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 ext. 106, or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
Training
  5:17Build Your Own Date with DATE
  7:42Concatenation Basics
  9:59Improve SUMIFS with CONCATENATE
  6:44Dynamic Headers
  4:40Horizontal Reports
  5:02Mapping Tables
  7:19Data Validation and Reporting
  9:57Improve Error Check
  4:58Concepts Used
CONTINUOUS PLAY
SUPPORTING MATERIALS
  ZIP FILEWorksheets
  PDFTips for Improving data validation Glossary/Index
REVIEW & TEST
  quizReview Questions
 examFinal Exam