Mastering Excel for CPAs

You may use Microsoft Excel every day to dig into numbers, but could you be doing more? If you’re looking for ways to save time and streamline your work with Excel, this 7-course self-study package from CCH CPELink will show you how to master the use of pivot tables, manage large spreadsheets, and quickly accomplish repetitive tasks. The on-demand format will allow you to study at your own pace and return to sections if you need to review them. Offering 14 CPE hours in total, this bundle of classes will help you become an Excel pro from the comfort of your own home or office. Improve your Excel Efficiency with Spreadsheet Expert David Ringstrom, CPA In this bundle of seven on-demand courses with practice Excel files, Microsoft Excel expert David Ringstrom, CPA will walk you through the basics of using pivot tables to create reports, and he’ll teach you advanced pivot table techniques to maximize your productivity. With 4 CPE hours dedicated to pivot tables, you’ll soon be a master. You’ll also get 2 CPE hours of helpful tips on using time-saving features in Excel as well as 6 CPE hours where David demonstrates how to improve the integrity of large workbooks and save time while working with large spreadsheets.

Excel expert David Ringstrom, CPA, coined the phrase, “Either you work Excel or it works you!” When it comes to large spreadsheets, users often feel stressed in myriad ways. In this beneficial presentation, David demonstrates a number of ways you can manage large spreadsheets with aplomb. His helpful tips enable you to save time, improve the integrity of large workbooks, avoid repetitive tasks, and much more.
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.
Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to create and automate Excel charts in this informative course. He covers several helpful features Excel offers, including the Recommended Charts feature, the Sparkline feature, and the PivotChart feature. In addition, David shows you step-by-step how to avoid repetitive formatting, create self-updating chart titles, summarize data based on a single criterion, and liven up your charts with clip art.
In this course Excel expert David H. Ringstrom, CPA demystifies the PivotTables report-writing feature. PivotTables enable you to create interactive reports from lists that reside in a normal range of cells or within a Table. You'll see how to identify the proper types of data that can be analyzed with a PivotTable, and David will point out nuances about the feature so that you can avoid frustration and confusion. David 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 course 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.
In this course, author and Excel expert David H. Ringstrom, CPA, will enable you to level up your PivotTable skills. Automate data transformations and create self-updating PivotTables by way of Power Query. David will also delve into techniques like reconstructing PivotTable source data, preventing unwanted drill-down actions, and safeguarding your PivotTable-based data. David will contrast different ways to perform calculations inside and alongside PivotTables and overcome pesky nuances such as the GETPIVOTDATA worksheet function.

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 course 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.

This presentation by Excel expert David Ringstrom, CPA, is designed for those who haven’t worked with Excel spreadsheets before or who haven’t used them in several years. He covers spreadsheet basics, different file types you can create, keyboard shortcuts to simplify repetitive tasks, and much more.
This presentation by Excel expert David Ringstrom, CPA, builds on the discussion in part 1 of his two-part series on spreadsheets. You’ll gain exposure to ways you can same time working in Excel, such as with pivot tables, charts, and the Table feature. David also shares a variety of techniques, including how to minimize data entry, identify duplicate entries, and much more.
Total: 7 courses (14 CPE hours)

Fees
Regular Fee $289.00

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