What's New in Excel 2016 (Currently Unavailable)

Author: David H. Ringstrom

CPE Credit:  3 hours for CPAs

In this informative and helpful session, Excel expert David Ringstrom, CPA, covers the new features in Excel 2016. David shows you how to simplify chart-related tasks, how to convert XLX workbooks to the XLSX format, and how to create interactive maps from Excel data with the free Bing Maps app. In addition, David explains how to use the Flash Fill feature, the Recommended Charts feature, the Slicer feature, the Quick Analysis feature, and much more. After gaining an understanding of how Excel 2016 differs from previous versions, you can avoid any pitfalls and frustrations you might have when working in this new version of Excel.

David’s courses are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. His detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. In addition, he provides an Excel workbook that includes a majority of the examples he uses during each session.

Publication Date: April 2016

Designed For
Practitioners considering a move from an earlier version of Excel to Excel 2016 or those who have already upgraded.

Topics Covered

  • Avoid disabled features by converting Excel 97—2003 files to modern workbook formats with ease
  • Compare and contrast IFNA, IFERROR, and ISERROR functions and learn which versions of Excel support these worksheet functions
  • Create interactive geographic maps from Excel data with the free Bing Maps app
  • Cut through the tangles introduced by the revamped File menu
  • Discover how to disable worksheet animation
  • Discover new worksheet functions available in Excel 2016, including certain functions that are only available to Office 365 subscribers
  • Discover the Flash Fill feature
  • Discover the Recommended PivotTables feature
  • Excel 2016's Sunburst chart shows relative scale for amounts in a circular chart
  • Explore the Recommended Charts feature in Excel 2013 and later
  • Filter pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later
  • Illustrate financial statements in Excel 2016 with the new waterfall chart feature
  • Jump-start data visualization with the Quick Analysis feature
  • Learn about the IFNA function available in Excel 2013 and later
  • Learn how the Table feature allows you to transform filtering tasks
  • Navigate large workbooks with ease by way of a hidden menu as well as keyboard shortcuts
  • Overcome user interface annoyances by making simple adjustments to Excel's options
  • Understand how to use the Slicer feature to streamline data analysis within tables and pivot tables
  • Use Box and Whisker charts in Excel 2016 to show data by quartiles and identify outliers
  • Use Excel 2016's Tree Map chart to visualize data based on relative size

Learning Objectives

  • Describe the new features available in Excel 2016
  • Identify the differences in Excel 2016 from previous versions in order to avoid the pitfalls and frustrations than can result from a lack of understanding
  • Recognize how to use the Flash Fill feature, the Recommended Charts feature, the Slicer feature, and the Quick Analysis feature
  • Describe what the Tell Me feature does in Excel 2016
  • Identify what the Ctrl-O keyboard shortcut displays by default in Excel 2013 and later
  • Recognize the command which offers the easiest means to upgrade XLS workbooks to XLSX or XLSM formats
  • Identify how Treemap charts are displayed
  • Describe the functionality of the Flash Fill feature
  • Recognize which ribbon tab in Excel 2007 and later where the Table feature appears
  • Identify the function of the Forecast feature
  • Describe what IFNA displays in Excel 2010 and earlier
  • Differentiate the alternative functionality of the SWITCH function
  • Recognize which versions of Excel the Tell Me feature is available
  • Describe true statements about 64-bit versions
  • Identify which Save option restores the ability to display the Open dialog box in Excel 2013 and later by pressing Ctrl-O
  • Differentiate which document types Excel's Convert command is available
  • Recognize which keyboard shortcut allows you to close the current workbook
  • Identify which chart type in Excel 2016 is particularly suited to presenting financial statements in chart form
  • Differentiate which Excel 2016 chart type is best suited to compare relative sizes of the underlying amounts being displayed
  • Recognize which keyboard shortcut activates Excel's Flash Fill features
  • Describe aspects of Excel's Quick Analysis feature
  • Identify which ribbon tab contains the Recommended Pivot Tables feature in Excel 2013
  • Recognize which Apps for Office are compatible with which versions of Excel
  • Recognize which FORMULATEXT function is available in which versions of Excel
  • Describe which worksheet function is the alternative to the CONCAT function in certain versions of Excel 2016
  • Identify what error the IFS function will return in non-compatible versions of Excel
  • Differentiate which function is the closest alternative that works in all versions of Excel, if the SWITCH function in your version of Excel returns as #NAME?

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (3 hours)

Program Prerequisites
None

Advance Preparation
None

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