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Excel Power User Boot Camp for Finance Professionals Presented by Jon Peltier

Excel Power User Boot Camp for Finance Professionals Presented by Jon Peltier Microsoft MVP and Excel Developer. Boot Camp Goals. Handle data effectively Analyze and visualize with pivot tables Sort and filter data in pivot tables Design effective charts

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Excel Power User Boot Camp for Finance Professionals Presented by Jon Peltier

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  1. Excel Power User Boot Camp for Finance Professionals Presented by Jon Peltier Microsoft MVP and Excel Developer

  2. Boot Camp Goals • Handle data effectively • Analyze and visualize with pivot tables • Sort and filter data in pivot tables • Design effective charts • Use dynamic, interactive, and advanced charts • Create dashboard reports

  3. Today’s Boot Camp Agenda • Tips for data preparation and manipulation • Advanced formula techniques • Pivot Table layouts, filtering, sorting • Advanced Pivot Table techniques • Working Lunch, Q&A with Jon Peltier • Effective chart data layout • Dynamic and interactive charts • Advanced charting • Dashboards • Your specific questions 9:00am – 10:00am 10:00am – Noon Noon – 1pm 1:00pm – 3:00pm 3:00pm – 4:00pm

  4. Today’s Boot Camp Agenda • Tips for data preparation and manipulation • Advanced formula techniques • Pivot Table layouts, filtering, sorting • Advanced Pivot Table techniques • Working Lunch, Q&A with Jon Peltier • Effective chart data layout • Dynamic and interactive charts • Advanced charting • Dashboards • Your specific questions 9:00am – 10:00am 10:00am – Noon Noon – 1pm 1:00pm – 3:00pm 3:00pm – 4:00pm

  5. Today’s Boot Camp Agenda • Tips for data preparation and manipulation • Advanced formula techniques • Pivot Table layouts, filtering, sorting • Advanced Pivot Table techniques • Working Lunch, Q&A with Jon Peltier • Effective chart data layout • Dynamic and interactive charts • Advanced charting • Dashboards • Your specific questions 9:00am – 10:00am 10:00am – Noon Noon – 1pm 1:00pm – 3:00pm 3:00pm – 4:00pm

  6. Today’s Boot Camp Agenda • Tips for data preparation and manipulation • Advanced formula techniques • Pivot Table layouts, filtering, sorting • Advanced Pivot Table techniques • Working Lunch, Q&A with Jon Peltier • Effective chart data layout • Dynamic and interactive charts • Advanced charting • Dashboards • Your specific questions 9:00am – 10:00am 10:00am – Noon Noon – 1pm 1:00pm – 3:00pm 3:00pm – 4:00pm

  7. Today’s Boot Camp Agenda • Tips for data preparation and manipulation • Advanced formula techniques • Pivot Table layouts, filtering, sorting • Advanced Pivot Table techniques • Working Lunch, Q&A with Jon Peltier • Effective chart data layout • Dynamic and interactive charts • Advanced charting • Dashboards • Your specific questions 9:00am – 10:00am 10:00am – Noon Noon – 1pm 1:00pm – 3:00pm 3:00pm – 4:00pm

  8. Today’s Boot Camp Agenda • Tips for data preparation and manipulation • Advanced formula techniques • Pivot Table layouts, filtering, sorting • Advanced Pivot Table techniques • Working Lunch, Q&A with Jon Peltier • Effective chart data layout • Dynamic and interactive charts • Advanced charting • Dashboards • Your specific questions 9:00am – 10:00am 10:00am – Noon Noon – 1pm 1:00pm – 3:00pm 3:00pm – 4:00pm

  9. Boot Camp Summary • Handle data effectively • Analyze and visualize with pivot tables • Sort and filter data in pivot tables • Design effective charts • Use dynamic, interactive, and advanced charts • Create dashboard reports

  10. The Finance Profession is Rapidly Evolving – Stay On Top with CFO Learning. • Finance-focused training and education products offered via: • Live and On-Demand Webcasts • Live and Virtual Boot Camps and Workshops • Self-Study and Reference Content for Continuous Learning • QuickTake Video Tutorials for Rapid and Reference Learning • Competency and Skills Testing and Assessment • All-access Memberships for Individuals and Organizations: • Access to our library of over 100 online training webcasts, newsletters, eBooks, videos, etc. To Learn More Contact us at 888-250-5719 or cfolearning@cfo.com

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