This course will be an overview of:

• Using sample work order data, examine different ways to identify specific transactions, how to manipulate text fields, and how to use conditional highlighting to flag selected information.
• Using sample insurance policy information, review the benefits provided by using Table functionality in Excel, how to utilize UNIQUE to identify unique items within a list, sorting tools in the Table along with the SORT function, and leveraging SUMIFS to selectively summarize information within a larger set of data.
• Using baseball statistics as an example, look at how to identify performance for a team. Use XLOOKUP to pull data for selected players and then summarize that information. Also review text functions and how SUMPRODUCT can be useful to compute a weighted average.
• Review the buildout of a pro forma income statement utilizing a freely available template.