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Solution Relation
Tax
Duration
3 half days (10am - 2 pm)
CPE Credits
11
Program Level
Intermediate
Hands On
60%

Longview Add-in for Office for Tax

This course is designed for individuals who want to work with their Longview data within Microsoft Excel.

 
CPE Credits: 11
Duration: 3 half days (10am - 2 pm)

Who should take this course?

This course is designed for individuals who want to work with their Longview data within Microsoft Excel.

Learning Objectives

  • The different types of queries in the Longview database and how to perform them
  • Submitting data from an Excel workbook
  • Using features like combo boxes with Longview data to improve usability of your Excel workbooks
  • Improving the formatting of your data queries by using built-in Longview cell styling

 

Pre-Requisites: 
  • Successful completion of the Longview Tax Analyst course
  • Basic knowledge of Microsoft Excel 
Advanced Preparation: 
No advanced preparation required
Materials: 
Resource and Task Guide
Instructional Delivery Methods: 
Group internet program
Location Cost:
Canada $1,400 CAD/person
Europe €1,320/person
United Kingdom ₤1,120/person
USA $1,400 USD/person

Agenda

Day 1 – Half Day

  • Data Queries
  • Longview Cell Styles
  • Symbol Queries
  • Attribute Queries

Day 2 – Half Day

  • Longview Add-In for Office Functions
  • Cell-Triggered Symbol Selectors
  • Submitting Data

Day 3 – Half Day

  • Excel Combo Boxes
  • Longview Add-In for Office Projects