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ACTEX eLearning Presents: ACTEX eLearning Webinar: Actuarial Technical Toolbox: Getting the Most Out of Excel - Add It Up with Data Aggregation
Let’s face it, spreadsheets are one of the largest workhorses in actuarial work and business work in general. Various groups and organizations have developed best practices and guides for using Microsoft Excel, but very few focus directly on the needs of actuaries. This webinar series will focus on the use and functionality of Microsoft Excel in an actuarial setting so you can add more skills to your technical toolbox! Excel 2010 used for examples, but applications work in all versions of Excel.
The third presentation in our Actuarial Technical Toolbox webinar series, Add It Up with Data Aggregation, takes a look at the different approaches for aggregating and slicing data in Microsoft Excel. You will leave with a comprehension of the various data tools available in Excel that will help you tease out patterns in your data. In addition to exploring their practical application, you will also understand the pros and cons of each tool/function so you can choose the best data aggregation approach based on your needs.
The following data tools are demonstrated in great detail so you can follow along, and ask questions along the way:
- Data Tables - How they work, and why you may wish to use them.
- Pivot Tables - The “original” Excel tool used to slice and dice your data. We will explore in detail how calculated fields work.
- Aggregating Formulas - SUMIFS and other Excel functions
- Array Formulas - More Excel functions
Who Should Attend?
This webinar presentation is designed for those with an intermediate-level of knowledge of Microsoft Excel. Participants should be familiar with Excel function/cell references and numerical functions. This webinar does not require any knowledge of Excel VBA programming.
In need of a refresher of Microsoft Excel? Consider purchasing a recording of Mary Pat's previous, Principles for Actuarial Spreadsheet Design and Best Practices for Auditing Actuarial Spreadsheets.
This webinar is open to any practicing actuaries and actuarial students who are looking to improve their Microsoft Excel skills within the actuarial profession.
Important CPD Information:
Recorded ACTEX Webinars do not qualify for EA credit under the guidelines of the JBEA. ACTEX Webinars are strictly for educational purposes and cannot be submitted to attest for EA core or non-core credit.
"Actuarial Technical Toolbox: Getting the Most Out of Excel” is an independent webinar series and is not affiliated with, nor has it been authorized, sponsored, or otherwise approved by Microsoft Corporation.
About Your Instructor
Mary Pat Campbell, FSA, MAAA, PRM
Instructor Mary Pat Campbell, FSA, MAAA, PRM, is Vice President, Insurance Research at Conning in Hartford, Connecticut. In the past, she also taught courses on computing (Excel, Access, and VBA) and business writing for actuarial science students at the University of Connecticut. Mary Pat has had a long interest in spreadsheet best practices in actuarial work, writing for SOA publications on the topic since 2007. She has also spoken for SOA webcasts and at meetings on spreadsheet issues, such as at the 2015 SOA Annual Meeting: "Session 30: How to Keep Your Spreadsheets Out of the Headlines". Over the past two years, she has written a series of 5 articles on data visualization for CompAct, the newsletter of the SOA Technology Section. She is a member of the European Spreadsheet Risks Interest Group and on the SOA Modeling Section Council (2015 - 2018).