We look forward to seeing you at one of our upcoming events. Attendance at Chapter events are open to all members, candidates and students enrolled in the CPA Professional Education Program or Pre-requisite Program, as well as legacy AAT and ACIA members. Guests are also welcome at some events.
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Excel Power Tools: Pivot Tables & VLOOKUP
June 10, 2017 @ 9:00 am - 12:30 pm$140
Power in 3 clicks – An introduction to PivotTables
The term PivotTable isn’t a very inviting one, yet this feature is one of the most powerful and easy to use features in Excel. For data sets large and small, this feature allows you to quickly summarize and transform data, and look at it in a variety of angles. In this section of the course we’ll explore how to create, modify, update and format Pivot Tables. We’ll also explore some tips and tricks around PivotTable slicing and formatting to help your users engage with your solutions.
Taming the VLOOKUP (Monster,Excel,1)
VLOOKUP has the honour of being the most feared function in all of Excel. While powerful, it is misunderstood and reviled by the large majority of users, simply for the reason they don’t understand it. Despite this, it is THE most important function in Excel to master; if you can master it, any other formula in Excel will fall before you with ease. In this section of the course we’ll take a deep dive into the monster that is VLOOKUP, explaining how it works, why it gives unruly answers on occasion, and why it yells a #N/A at you when it’s angry.
|Date:||Saturday, June 10, 2017|
|Where:||Eaglequest Golf and Country Club, 7778 – 152nd Street Surrey, Surrey BC.|
|Time:||8:00am – 9:00am : Registration and breakfast| 9:00am – 12:30pm : Pivot Tables & VLOOKUPs| 10:20am – 10:35am : Coffee break|
|Cost:||$140.00 + GST|
*This course is for any student level and is fully hands-on. Attendees must bring laptops with Microsoft Excel installed. Power will be available, but limited, so please ensure your laptop is fully charged as well.
About the Speaker:
Ken Puls, FCPA, FCMA, has held the Certified Management Accountant (CMA) designation since 2000, and worked at Fairwinds Community & Resort on Vancouver Island, from 1999-2015. In his dual role as an accountant and the only IT support person on staff, Ken was exposed to a vast amount of business systems, including point-of-sale systems, databases, and analysis tools. During his tenure with Fairwinds, Ken led the installation of over a dozen systems conversions and implementations of various types, as well as created a full business intelligence and budgeting system. None of this would have been possible without truly mastering Microsoft Excel.
Ken has also been an active participant in many Web forums since 2002, and hosts a website at www.excelguru.ca, which provides code samples for working with Excel, other Microsoft Office applications and free utilities. In fact, NASA has even made use of this site, using some of Ken’s PDFCreator examples to automate the production of PDF reports which monitor the power supply levels on the International Space Station. In addition, his technology blog (where Ken shares much of his experimentation and observations of different technologies- particularly Power Query) can also be found at www.excelguru.ca/blog, and his free help forums can be found at www.excelguru.ca/forums/forum.php.
In recognition of his contributions to the online community Ken was awarded the prestigious Microsoft Most Valuable Professional – Excel award in October 2006; a distinction he holds to this day. The Microsoft MVP Award recognizes exceptional technical community leaders from around the world who voluntarily share their high quality, real world expertise with others.
In May 2015 Ken decided to pursue a full time career as an independent consultant with Excelguru Consulting Inc. Building on his experience teaching dozens of hands-on Excel training courses, (Beginning Excel, Building Spreadsheets That Last, Financial Modeling Techniques, Charting & Dashboarding, Introduction to VBA, Power Query and PowerPivot to name just a few,) Ken is now also offering his unique accounting and IT skillset to help interested businesses fix existing and design new business intelligence models. Read more about Ken here.