Analyzing Payroll Data in Microsoft Excel (Completed)

Date: Thursday, December 5, 2019
Instructor: David H. Ringstrom
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

If you work with payroll data, you’ll benefit from learning how many Excel features and functions can improve the accuracy and efficiency of payroll-related tasks. In this comprehensive presentation, Excel expert David Ringstrom, CPA, explains: mathematics for employee timesheets, date and time formatting, conditional formatting to highlight HR requirements, password protection for sensitive payroll files and worksheets, salary information formatting, using pivot tables for HR reporting and analysis tasks, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. He draws your attention to any differences in Excel 2016, 2013, or 2010 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Who Should Attend
Payroll professionals who wish to learn practical Excel fundamentals to improve the accuracy and efficiency of payroll production.

Topics Covered

  • Removing Conditional Formatting when it's no longer needed within a spreadsheet
  • Determining how to calculate the last day of the current month, as well as future or prior months, with the EOMONTH function
  • Color-coding the top ten (or however many you wish) amounts within a column of numbers with Conditional Formatting
  • Removing the Table feature from Excel spreadsheets once it's no longer needed or simply erasing the alternate row shading
  • Utilizing the RANDBETWEEN worksheet function to create a series of random numbers
  • Using Excel's Text to Columns feature to convert Social Security numbers to values and then apply Excel's Social Security number format
  • Adding fields to a blank pivot table to create instant reports
  • Formatting certain words within a column of text with Conditional Formatting
  • Determining the previous Friday when payroll dates fall on a weekend by using the IF and WEEKDAY functions
  • Computing the due dates for semimonthly federal payroll tax deposits by using the CHOOSE and WEEKDAY functions
  • Employing the NETWORKDAYS.INTL worksheet function to determine the number of work days in a period by excluding holidays as well as specific days of the week
  • Employing pivot tables to pull random sets of employee names, such as for drug testing

Learning Objectives

  • Recognize a unique characteristic of Excel's DATEDIF worksheet function
  • Identify the function that can multiply cells together and provide a sum of the result
  • Describe the location of the Conditional Formatting command within Excel's menus


Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Experience with Excel.

Advance Preparation

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