Tackling Excel's Table Feature (Completed)

Date: Monday, December 11, 2017
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

In this comprehensive session, Excel expert David Ringstrom, CPA, goes deep into the Table feature, which was first introduced in Excel 2007. The Table feature offers numerous opportunities to vastly improve the integrity of your spreadsheets as well as reduce the maintenance involved with spreadsheets.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 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
Practitioners seeking to use Microsoft Excel more effectively by way of the Table feature, as well as anyone looking to improve the integrity of their spreadsheets.

Topics Covered

  • How the Table feature can vastly improve the integrity of pivot tables in Excel
  • How the Table feature allows you to transform filtering tasks
  • How to use the Slicer feature to streamline data analysis within tables and pivot tables
  • Use Excel's OFFSET function to dynamically reference data from one or more accounting periods
  • Excel's Custom Views feature to hide and unhide multiple worksheets with ease
  • Minimize ongoing spreadsheet maintenance with Excel's Table feature
  • Filter multiple lists on a single worksheet using the Table feature
  • Manage cumbersome lists of data using the Table feature
  • Determine whether formulas within tables use cell references or field names
  • Learn the basics of creating pivot tables
  • Use the Name Manager feature to locate tables within workbooks

Learning Objectives

  • Identify common data integrity risks that the Table feature eliminates
  • Recall the nuances of the Table feature so you can use it effectively
  • Apply Excel's Table feature to simplify data analysis


Instructional Method
Group: Internet-based

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

Program Prerequisites
A basic understanding of Excel.

Advance Preparation

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