Education & Events

Dec
3
Tue
Region 1 HFMA Chapters Excel Webinar Series – 3 Time-Saving Excel Tips (Intermediate)
Dec 3 @ 12:00 pm – 1:00 pm

Registration Information Coming Soon!
(times are estimated)

Excel Webinar Series Back by Popular Demand – Jeff Lenning!
The Region 1 HFMA Chapters are excited to offer two tracks this year – Advanced and Intermediate

Members: $25/ea.
Nonmembers: $50/ea.

3 Time-Saving Excel Tips (Intermediate) – Tuesday, December 3, 2019

While the SUM function is probably the #1 most-used Excel function, it probably shouldn’t be. At least not for us number-crunching bean counters. Because of the kinds of reports we often build, there is a function that works better for us. We will explore it thoroughly in this session. Plus, learn how to have formulas automatically include new data rows pasted below existing ranges. In total, we explore 3 Excel items (SUBTOTAL, Tables, and Filters), and, see how they all fit together to save us time.

Dec
5
Thu
Region 1 HFMA Chapters Excel Webinar Series – Power Query Basics (Advanced)
Dec 5 @ 12:00 pm – 1:00 pm

Registration Information Coming Soon!
(times are estimated)

Excel Webinar Series Back by Popular Demand – Jeff Lenning!
The Region 1 HFMA Chapters are excited to offer two tracks this year – Advanced and Intermediate

Members: $25/ea.
Nonmembers: $50/ea

Power Query Basics (Advanced) – Thursday, December 5, 2019

Do you ever import data into Excel, and then spend a bunch of time manually preparing it for use? Perhaps you delete extra columns or rows. Maybe you need to split a single column into multiple columns, or, combine multiple columns into a single column. The good news is that many of these transformations can be fully automated with Excel! Power Query is an incredibly powerful tool that, at a high level, helps us retrieve data from a variety of sources and prepare it for use. In this session, we’ll use Power Query to help with several common tasks, including flattening data, splitting and combining columns, formatting data, unpivoting summarized data, and combining several csv exports. If you frequently export/import data from one system to another, you will want to understand how to use Power Query to streamline your work. Learning objectives: (1) recall the steps to create a new query; (2) identify commands that transform data; and (3) state the process to return the transformed data to Excel.

Jan
7
Tue
Region 1 HFMA Chapters Excel Webinar Series – PivotTables 101 (Intermediate)
Jan 7 @ 12:00 pm – 1:00 pm

Registration Information Coming Soon!
(times are estimated)

Excel Webinar Series Back by Popular Demand – Jeff Lenning!
The Region 1 HFMA Chapters are excited to offer two tracks this year – Advanced and Intermediate

Members: $25/ea.
Nonmembers: $50/ea.

PivotTables 101 (Intermediate) – Tuesday, January 7, 2020

In this session, we’ll explore the fundamentals of creating PivotTable reports. We’ll examine the report layout areas and how to update source data. We’ll also examine report layout options so that you can obtain just the right formatting and structure for your report. We’ll talk about how to group your report into monthly columns and how to filter PivotTables as well. By the end of the session, you’ll understand how to create basic PivotTable reports.

Jan
9
Thu
Region 1 HFMA Chapters Excel Webinar Series – Power Pivot Basics (Advanced)
Jan 9 @ 12:00 pm – 1:00 pm

Registration Information Coming Soon!
(times are estimated)

Excel Webinar Series Back by Popular Demand – Jeff Lenning!
The Region 1 HFMA Chapters are excited to offer two tracks this year – Advanced and Intermediate

Members: $25/ea.
Nonmembers: $50/ea.

Power Pivot Basics (Advanced) – Thursday, January 9, 2020

Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible … but, they do have limitations. If you have ever encountered one of these limitations, you’ll be excited to learn that by using Power Pivot, you’ll be able to bypass many of the restrictions that exist with traditional PivotTables. Power Pivot provides a new data source for PivotTables, and essentially combines the flexibility of formula-based reports with the PivotTable engine. Microsoft provides Power Pivot free for most editions of Excel for Windows 2010 and forward (currently, it is unavailable in Excel for Mac). In this session, we’ll explore Power Pivot and the data model, build PivotTables from multiple tables, create calculated columns, and write measures. If you frequently build PivotTables and would like to do more with them, you’ll want to understand how Power Pivot can enhance your reports and workflow. Learning objectives: (1) recall the steps to access the Power Pivot window; (2) identify the process to create table relationships; and (3) state the procedure for building named sets.

Jan
21
Tue
Region 1 HFMA Chapters Excel Webinar Series – Which Lookup Function Should I Use (Intermediate)
Jan 21 @ 12:00 pm – 1:00 pm

Registration Information Coming Soon!
(times are estimated)

Excel Webinar Series Back by Popular Demand – Jeff Lenning!
The Region 1 HFMA Chapters are excited to offer two tracks this year – Advanced and Intermediate

Members: $25/ea.
Nonmembers: $50/ea.

Which Lookup Function Should I Use (Intermediate) – Tuesday, January 21, 2020

While the iconic VLOOKUP function is probably the most popular lookup function, there are times when other options may be a better fit. Depending on the type of workbook, INDEX/MATCH or SUMIFS may offer some benefits. And, depending on the version of Excel you are using, XLOOKUP may be a wonderful option. Join us to learn the pros and cons of the key lookup functions and when to use each.

Jan
23
Thu
Region 1 HFMA Chapters Excel Webinar Series – Better Together (Power Query and Power Pivot) (Advanced)
Jan 23 @ 12:00 pm – 1:00 pm

Registration Information Coming Soon!
(times are estimated)

Excel Webinar Series Back by Popular Demand – Jeff Lenning!
The Region 1 HFMA Chapters are excited to offer two tracks this year – Advanced and Intermediate

Members: $25/ea.
Nonmembers: $50/ea.

Better Together (Power Query and Power Pivot) (Advanced) – Thursday, January 23, 2020

Excel users have prepared reports the same way for decades … formulas and PivotTables. Typically, we export data from an accounting system, copy and paste it into an Excel workbook, clean and prepare it for use, and then use PivotTables and/or functions such as VLOOKUP and SUMIFS. But, that workflow is manual and slow. In this session, we’ll use Power Query and Power Pivot to improve our workflow. Specifically, we’ll use Power Query to get and shape external data. We’ll send the query results into the data model. We’ll use Power Pivot to organize tables and create measures and then use them as the source for PivotTable reports. If you frequently build formula-based or PivotTable reports, join this session to learn how Power Query and Power Pivot can help. Learning objectives: (1) identify which tool in Excel helps to import and transform data; (2) state the process for relating tables in Power Pivot; and (3) recall a benefit of using Power Query and Power Pivot when building PivotTables.