Creating Depreciation Schedules in Excel (Completed)

In this presentation, author and Excel expert David H. Ringstrom, CPA, will delve into advanced Excel techniques to enhance your data analysis skills and streamline your workflow. Attendees will learn how to effectively utilize functions like VLOOKUP and INDEX-MATCH for powerful data retrieval, automate repetitive tasks with macros, and leverage pivot tables for insightful reporting. David will also cover essential tips for data validation and error checking, ensuring your spreadsheets are not only efficient but also accurate. Join us for this informative session to unlock the full potential of Excel in your professional toolkit. David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. 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

• Computing straight-line depreciation with the SLN function
• Computing variable declining balance depreciation with the VDB function
• Formatting certain words within a column of text with Conditional Formatting
• Adjusting for partial year straight-line depreciation
• Streamlining the decision-making process with the IFS function in Excel 2021 and Microsoft 365
• Utilizing the groupby function within the pandas library of Python
• Creating a PivotTable to transform lists of data into on-screen reports
• Avoiding the dreaded PivotTable Field Name Already Exists error prompt
• Determining declining balance depreciation with the DB function
• Calculating sum-of-year's digits depreciation with the SYD function
• Adding columns to a blank PivotTable to create instant reports
• Exploring the PivotTable ribbon tabs and PivotTable Field List

Learning Objectives

• Recognize which menu option on Excel's File menu enable you to search for free spreadsheet templates
• Identify the data preparation requirements for analyzing data with a PivotTable
• Define the purpose of the Show Formulas command

Level
Intermediate

Instructional Method
Group: Internet-based

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

Program Prerequisites
Prior experience with Microsoft Excel is recommended.

Advance Preparation
None