Welcome! www.AutomateExcel.com/UT and download the training materials (Added a case study file that each of you will need) Let me know if you have any.

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Presentation transcript:

Welcome! www.AutomateExcel.com/UT and download the training materials (Added a case study file that each of you will need) Let me know if you have any Excel-related questions Practice the shortcuts found on the webpage

Introduction Steve Rynearson Former Actuary Excel / VBA Consultant, Trainer Develop MS Office Add-ins AutomateExcel.com tons of great free resources Questions for you…

Schedule 10:00 Intro 10:05 Logical Functions, Ifs, and SUMIFs 11:00 Short Break – Questions? 11:05 Sort, Filter, PivotTables, Formulas Review Extra Time? Find and Find + Replace, Text to Columns, Remove Duplicates, Anything Else?

Why Should You Learn Excel? Get a full-time offer! Top 25% of interns (Excel ability) receive offers. Bottom 25% don’t If you’re strong with Excel, everyone will want to work with you. You make their lives easier! Save you Time (Your time, not the firms) Turn a process that might take 1-2 days into 2 hours 2 hour process into 15 minutes Bigger Raise Client projects have budgets. By working faster, you can easily exceed those budgets.

Why Should You Learn Excel? 20 hours per week (conservative) * 50 weeks is 1,000 hours per year! 10,000 Hours over next 10 years! Your firm will let you get by with limited Excel skills. From what I’ve seen – limited investment in training If you’re bad, they don’t care, you’ll filter yourself out and/or just work much longer hours. “Learn on the job” is limited by what your team mates / managers know. Excel is a “Cheat Code” Whatever time you spend learning Excel will be repaid several times over!

Shortcuts Practice the “Essential” Shortcuts Prizes to the top finishers! www.automateexcel.com/learn-keyboard-shortcuts

Next Steps? Make sure you can navigate Excel quickly Arrow keys, CTRL, SHIFT, Page Up / Down Other Excel Shortcuts Paste Special, Alt Shortcuts, Rows & Columns Excel Formulas VLOOKUPS, INDEX / MATCH, IFS, SUMIFS, & SUMPRODUCT

Resources www.AutomateExcel.com/UT Shortcut Practice Formulas & Functions