Excel Advanced: Data Extraction and Manipulation
|CPD Hours:||Attendance at this seminar will secure 6.5 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc)|
As an auditor or accountant, you will use excel on a daily basis to compile working papers and perform calculations. Are you aware of the functions available to increase your productivity? You can create powerful audit and exception reports, by making use of ODBC, Microsoft Query and various excel techniques. In this session we look at creating reports in excel using ODBC for Pastel and using excel techniques to edit and work with the data. This session is beneficial even if you do not use Pastel, as a majority of the session is focused on the excel techniques.
• Setting up the ODBC Drivers • Importing data from Pastel • Creating queries using the Query wizard • Moving around in large worksheets by using the hot keys • Formatting data • Sorting and filtering a database • Using advanced filter • Using the IF/AND functions • The COUNTIF function • VLOOKUP function • Date and time functions • Tables and graphs • Create a pivot table • Protection in excel
Financial managers Auditors Bookkeepers Financial accountants First year SAICA Trainees Second year SAICA trainees Third year SAICA trainees Fourth year SAICA trainees Fifth year SAICA trainees Audit mangers Audit partners