Excel 2007 Complete Series
1:00 pm CST
Excel 2007 Level
1
| January 26, 2012
Excel 2007 Level 2 Part
1 | February 02, 2012
Excel 2007 Level 2 Part
2 | February 09, 2012
Complete series includes the above 3
webinars.
See individual webinars below for descriptions and learning
outcomes.
System: All
Target Audience: Accountant/Bookkeeper, CSR, IT
Manager/Systems Coordinator, Operations, Principal/Owner, Trainer
Presenter: Sue Good
Sue has the knowledge and experience to help agencies develop and
implement efficient work processes, and run powerful reports. She has
developed Excel tools to make Retention Reporting and Importing Direct
Bill Commissions fast and easy. As a highly successful trainer,
Sue makes learning fun, and productive!
Member Rate: $159 full series
Non-Member Rate: $309 full series
Complete Series
Excel 2007 Level 1
January 26, 2012 | 1:00 pm CST
This webinar will cover basic Excel functionality, from navigating
spreadsheets through sorting, subtotaling and filtering data using
familiar book of business and production data. Follow along with
the sample Excel workbook provided.
Learning Outcomes:
- Attain a comfort level with Excel 2007
- Master tools like Copy/Paste, Resizing Rows/Columns, Formatting
Cells, Print Setup, Basic Formulas, Sorting, Subtotaling and
Filtering
- Get excited with how fast and easy it is to analyze data using
Excel.
Level: Basic
Member Rate: $59
Non-Member Rate: $109
Excel 2007 Level 1 (only)
Excel 2007 Level 2 – Part
1
February 02, 2012 | 1:00 pm CST
This webinar will expand your knowledge of Excel tools and how they
can be used to manipulate data exported from your management system. In
Part 1, we'll learn how to use Excel functions to clean up and
manipulate data typically used in an agency. Follow along with the
sample Excel workbook provided.
Learning Outcomes:
Discover how to:
- Get the client code when all you have is a policy index
- Get just the subsection of policies
- Combine columns into a single column
- Break up data in a column into multiple columns
- Convert a TAM Accounting Month to a real date
Level: Intermediate
Member Rate: $59
Non-Member Rate: $109
Excel 2007 Level 2 – Part 1 (only)
Excel 2007 Level 2 - Part 2
February 09, 2012 | 1:00 pm CST
In Part 2 we'll take Excel to the next level, using Pivot Tables to
analyze data from the management system quickly and easily, and learning
the basics of VLOOKUP to compare data. Follow along with the
sample Excel workbook provided.
Learning Outcomes:
- Discuss the ways Pivot Tables can be used to analyze data from
Billing Screen, Production and Activity reports
- Follow along with the sample Excel workbook provided as we
demonstrate the options available in Pivot Tables
- Use VLOOKUP to pull data from one spreadsheet to another.
Level: Intermediate
Member Rate: $59
Non-Member Rate: $109
Excel 2007 Level 2 –
Part 2 (only)
| 
