FOUNDATION College: Advanced Microsoft Excel Queries

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Taught by Scott Kern, Senior Consultant, this is a 3-day, in-person training to learn some of the more advanced features in Microsoft Excel. Whether you have queried data from an external source or you have a set of data in single or multiple spreadsheets, we will show you how to consolidate and make sense of large data sets. We will also cover the MS Query tool in depth, allowing you to access data from the FOUNDATION® database and create custom reports and lists.

Key Takeaways

• Microsoft Excel Tables
  • Use and structure, advanced table functions
  • Exporting data from FOUNDATION and creating usable table-based data
• Data Queries
  • Using Excel to tap into the FOUNDATION database to create custom reports and lists
  • “Top 20 tables” – learn where the most used FOUNDATION data is stored
  • Linking of tables to pull data from multiple areas
  • Setting parameters on tables to limit data returned
  • Intermediate Excel functions including XLOOKUP’s and SUMIF’s will be used extensively in this class
• Pivot Tables
  • Use and functionality of pivot table reports
  • Consolidating data from large data sets
  • Grouping data points
  • Expanding reports to show and/or hide detail
  • Creating formulas within a pivot table
  • Using the Data Model to count distinct records within a data set
  • Slicers and timelines

What’s Included with Registration

28 Hours of Education:

• Educational Sessions: Tuesday–Thursday, 8:00 AM – 5:00 PM ET (daily)
• Optional Group Consulting: Friday, 8:00 AM – 12:00 PM ET

Food & Beverage:

• Enjoy breakfast, lunch, snacks, and beverage service provided daily.

Special Events:

• Tuesday Evening Welcome Reception:
  Kick off the week at our complimentary Welcome Reception, featuring a strolling dinner and open bar. Guest tickets are available for purchase during registration.
• Wednesday Evening Social Event:
  We are in the process of finalizing details and will be excited to share more soon. Guest tickets can also be purchased during registration.

Workbook:

• Each attendee will receive a 200+ page printed workbook and a digital copy for notetaking and participation.

Travel & Lodging:

• Travel and lodging are not included in the registration fee. For convenience, we recommend booking your stay through our exclusive Omni Louisville group block at a discounted rate of $249 per night (plus taxes and fees)—offering the best experience and proximity to the event. Access to the group block will be provided after registration.

Additional Information

CPE Credits Available:

• Attendees have the opportunity to earn 33.6 CPE credits by participating in this training.
• Foundation Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Who Should Attend:

• Controllers, CFOs, CPAs, Financial & Job Cost Analysts, Project Managers, Superintendents, and Estimators

Level: Intermediate/Advanced

Pre-Requisites & Advanced Preparation: 

• Attendees should be familiar with their company’s job cost structure and chart of accounts.
• Intermediate/Advanced working knowledge of FOUNDATION and system flow is needed as we will be looking at data sets from the entire system
• Intermediate/Advanced Microsoft Excel skills (including use of XLOOKUP’s and SUMIF’s functions to draw data from multiple sources into a single spreadsheet)

Delivery Method: Group Live

Field of Study: Computer Software & Applications – Non-Technical