Risks and Rewards of Excel in Office 365

Date: Wednesday, July 31, 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

After participating in this informative presentation, you’ll understand how the Office 365 version of Excel differs from previous versions and perpetual licensed versions of Excel, including Excel 2019. Historically, each major version of Excel was identical for all users, but starting with Excel 2016, this was no longer the case. Because the Office 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 Office 365 version of Excel. David will draw your attention to any differences in the older versions of Excel (2010, 2013, 2016, and 2019) 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.

Office 365 is a subscription-based product that is sometimes updated as often as monthly with new features. The perpetual licensed versions of Excel have year numbers, such as 2019, 2016, and so on, have feature sets frozen in time and do not receive updates with new features.

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

Topics Covered

  • Learning about the MAXIFS function available in certain versions of Excel
  • Discovering how Office 365 no longer immediately clears the clipboard when you carry out a simple action, such as typing or inserting rows before pasting data
  • Exploring the risks and benefits of participating in the free Microsoft Office Insider program
  • Editing Excel workbooks in real time with colleagues and viewing co-authored changes within seconds
  • Understanding the risks and nuances of the AutoSave feature in Office 365
  • Removing duplicates and displaying one of each item from a range of cells with the new UNIQUE function
  • Troubleshooting the new #SPILL! error that can arise in certain circumstances with regard to dynamic array formulas in Office 365
  • Using Microsoft's free Excel Online service to view and edit spreadsheets that use features from Office 365 that aren't compatible with other versions of Excel
  • Mapping geographic data with just a couple of mouse clicks
  • Preventing pivot tables from automatically resizing columns when you refresh or filter the data
  • Streamlining the decision-making process with the IFS function in Office 365
  • Visualizing data with a Funnel chart in Excel 2019 and Office 365

Learning Objectives

  • Identify and apply the latest features and functions available in the Office 365 version of Excel
  • Recognize alternatives that work in all versions of Excel for the new CONCAT, TEXTJOIN, SWITCH, IFS, MAXIFS, and MINIFS worksheet functions
  • Identify and apply pivot table specific options in the Office 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

Registration Options
*Note: 3 or more qualifies for discounted Group Participant Fee
Regular Fee $100
Group Participant Fee $77

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