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

• New Microsoft Word & Excel users responsible for analyzing data, using MS Office 2007

Register Now
(class format(s) listed below)

CPE

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

Prerequisites

• Read Policies
• CorpSystem Workpaper Manager trial balance license for each attendee 
• Training I Tax or Training I  Accounting & Auditing course
• Basic knowledge of Microsoft Word, Excel and Windows

Objectives

• Focuses on how to can get the most out of CorpSystem Workpaper Manager, adding value to your current engagements 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

• Experienced Microsoft Word & Excel users responsible for analyzing data, using MS Office 2007

Register Now
(class format(s) listed below)

CPE

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

Prerequisites

• Read Policies
• CorpSystem Workpaper Manager trial balance license for each attendee 
• Training I Tax or Training I  Accounting & Auditing course
• Experience using Microsoft Word, Excel and Windows