Objectives

• Teach users how to efficiently and effectively use Word and Excel within CorpSystem Workpaper Manager. Course includes hands on computer training.

Topics

• Customizing the applications to match your needs
• Formatting data, cells, tables, bullets and tab stops
• Using painter and conditional formatting
• Incorporating page numbering and breaks
• Inserting function wizard, absolute vs. relative referencing, and logical functions
• Using drawing tools and watermarks
• Embedding objects and linking files

Attendees

• CorpSystem Workpaper Manager users, and Microsoft Word & Excel users

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Accounting-8 credits
• $50 per additional CPE certificate requested exceeding 15 limit (1-on-1)

Prerequisites

• Read Policies
• CorpSystem Workpaper Manager trial balance license for each participant 
• Training I course
• Basic knowledge of Microsoft Word, Excel, and Windows

Objectives

• Focuses on how to get the most out of CorpSystem Workpaper Manager, adding value to your current projects through the use of more complex functions and formulas. Course includes hands on computer training.

Topics

• Using advanced VLookup, HLookup, Concatenate, and IF functions
• Understanding data validation and subtotals
• Creating Pivot Table and Pivot Chart reports
• Applying and creating macros
• Customizing toolbars and options
• Embedding objects in Microsoft® Word
• Using name ranges in formulas
• Using charts and graphs
• Creating new styles and formats
• Formatting data, cells, tables, bullets and tab stops

Attendees

• CorpSystem Workpaper Manager users, and Microsoft Word & Excel users

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Accounting-8 credits
• $50 per additional CPE certificate requested exceeding 15 limit (1-on-1)

Prerequisites

• Read Policies
• CorpSystem Workpaper Manager trial balance license for each participant 
• Training I course
• Experience using Microsoft Word, Excel, and Windows