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Agile Excel: Property Management Reports (Video) (Course Id 1588)

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Author : David Ringstrom, CPA
Status : Production
CPE Credits : 1.0
IRS Credits : 0
Price : $14.95
Passing Score : 70%
NASBA Technical: No
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 1588

Description :

You’ll discover how to work effectively with reports exported from property management software into Excel in this illuminating course by Excel expert David Ringstrom, CPA. He explains the pros and cons of exporting to Excel directly versus the comma-separated value format when available. In addition, David demonstrates how to: avoid the pitfalls of Protected View and Compatibility Mode that can slow down or even stymie your work in Excel; mine data from property management reports with the SUMIF function; chart your P&L with a Waterfall chart in Excel 2016 and later; and color-code data, such as rental rates and near-term lease expirations, with Conditional Formatting. After this presentation you’ll be empowered to work more effectively with your property management reports.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Usage Rank : 0
Release : 2019
Version : 1.0
Prerequisites : Experience with QuickBooks and Excel Recommended.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 31-Oct-2019
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - 1588

Keywords : Computer Software & Applications, Agile, Excel, Property, Management, Reports, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

  • Apply the SUMIF function to mine data from property management reports.
  • Identify how to apply Conditional Formatting color-coded data.
  • Identify the location of the PivotTable command within Excel's ribbon menu interface.

  • Course Contents :

    Chapter 1 - Agile Excel Property Management Reports

    Chapter 1 Review Questions

    Glossary - Key Terms

    CPE Computer Software & Applications Course: https://www.cpethink.com/excel-cpa-courses
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