Benefits and Hazards of Excel Office 365 (Completed)

Date: Wednesday, May 5, 2021
Instructor: David H. Ringstrom
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs

After this comprehensive webcast presented by Excel expert David Ringstrom, you’ll understand how the Microsoft 365 version of Excel differs from previous versions and perpetual licensed versions of Excel, including Excel 2019. Previously, each major version of Excel was identical for all users, but beginning with Excel 2016, this was no longer the case. Because the Microsoft 365 version is evolving—sometimes monthly—you’ll want to be prepared to deal with frustrations you might encounter as well as capitalize on new features.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.

Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who Should Attend
Practitioners who are thinking of subscribing to the Microsoft 365 platform or those who have already done so.

Topics Covered

  • Analyzing your data with artificial intelligence by way of the Ideas feature in Microsoft 365 (former Office 365)
  • Deselecting one or more cells from within a selection of cells without having to start over again with the selection process
  • Discovering new worksheet functions available in Excel 2016 and later
  • Displaying subsets of data dynamically by way of the new FILTER worksheet function.
  • Editing Excel workbooks in real time with colleagues and viewing coauthored changes within seconds
  • Explaining the new XLOOKUP worksheet function being rolled out to Microsoft 365 (former Office 365) users
  • Exploring the risks and benefits of participating in the free Microsoft Office Insider program
  • Joining text together with spaces or other characters with the TEXTJOIN function in Excel 2019 and later
  • Learning about the MAXIFS function available in certain versions of Excel
  • Learning about the MINIFS function available in Excel 2019 and Office 365
  • Learning the benefits and risks of sharing workbooks via OneDrive in Microsoft 365

Learning Objectives

  • Identify and gain an understanding of the latest features and functions available in the Microsoft 365 version of Excel
  • Recall alternatives that work in all versions of Excel for the new CONCAT, TEXTJOIN, SWITCH, IFS, MAXIFS, and MINIFS worksheet functions
  • Describe pivot table—specific options in the Microsoft 365 version of Excel to minimize repetitive work


Instructional Method
Group: Internet-based

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

Program Prerequisites

Advance Preparation

 Chat — Books Support