Basic Excel Skills for Accountants
Date: Tuesday, June 17, 2025
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 |
|
Many accounting professionals are unaware of Excel features and functions that improve spreadsheet accuracy and efficiency. In this presentation, author and Excel expert David Ringstrom, CPA, contrasts the SUM, SUBTOTAL, SUMIF, and SUMIFS functions, along with the Subtotal feature. You'll also learn how to use the Table feature to streamline sifting through lists of data, create self-expanding charts, and PivotTables that have much better integrity.
David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.
Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.
Who Should Attend
Professionals seeking to use Microsoft Excel more effectively.
Topics Covered
- Adding Full Screen View to the Quick Access Toolbar to view more rows in large spreadsheets
- Customizing table styles in Excel
- Unearthing the key step in being able to format subtotaled cells without affecting hidden rows
- Understanding the data integrity risks posed by PivotTables when users add additional data to the original source list
- Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
- Eliminating the need to manually resize charts when data is added—automate this with tables instead
- Inserting totals into lists with a few mouse clicks by way of Excel’s Subtotal feature
- Improving the integrity of PivotTables by utilizing the Table feature in Excel
- Managing cumbersome lists of data using the Table feature
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify
- Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions
- Using the SUM function to drill through two or more worksheets
Learning Objectives
- Recall where to restore the Track Changes command within the Quick Access Toolbar customization screen
- State what the FORMULATEXT displays when you reference a cell that does not contain a formula
- State which versions of Excel offer the Inquire add-in
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Specialized Knowledge and Applications (2 hours)
Program Prerequisites
None
Advance Preparation
None
