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Excel Essential Skills (Currently Unavailable)

Refresh your Excel skills with this package of Excel self-study courses in on-demand webcast format. Spreadsheet expert, David Ringstrom, CPA demonstrates powerful functions directly in Excel. View the recorded webcasts as many times as you like. Includes practice Excel files.

Click on course titles below to view full descriptions of the programs included in this package.

This course is excluded from all subscription packages.

David H. Ringstrom, CPA will present numerous techniques that he relies on to improve the integrity of spreadsheets that he builds for himself and others. This session will empower you with simple ways to avoid introducing errors into your own workbooks. David’s materials cover Excel 2016, 2013, 2010, and 2007. When applicable, some slides include alternate instructions for Excel 2003. In this presentation, he demonstrates techniques in Excel 2010, as he finds it’s presently the version most widely utilized by Excel users. David’s detailed handouts serve as reference tools you can fall back on after completing one of his courses. He also provides an Excel workbook that includes a majority of the examples he uses during each session.
Many users are unaware of the many data visualization and manipulation tools available in Microsoft Excel. In this session Excel expert David Ringstrom, CPA shows you various ways to streamline filtering tasks, including little known shortcuts such as Custom Views and the hidden AutoFilter command. David will also discuss Conditional Formatting, shows you how to how to resolve thorny issues like removing non-breaking spaces from reports you copy from cloud-based software or text with carriage returns. David’s materials cover Excel 2016, 2013, 2010, and 2007. When applicable, some slides include alternate instructions for Excel 2003. In this presentation, he demonstrates techniques in Excel 2010, as he finds it’s presently the version most widely utilized by Excel users. David’s detailed handouts serve as reference tools you can fall back on after completing one of his courses. He also provides an Excel workbook that includes a majority of the examples he uses during each session.
Are there Excel tasks that are taking you way too long? This course will help you quickly accomplish certain tasks by teaching you ways to improve your efficiency, such as how to quickly filter data, streamline repetitive tasks, use keyboard shortcuts, and access folders and workbooks easily. Excel expert, David Ringstrom, CPA, demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to 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.
Excel expert David Ringstrom, CPA, teaches the basics of creating and using Excel pivot tables to easily create reports from complex data. David shows you how to initiate a pivot table from a list of data, add fields, and more. Plus, David shares tips for avoiding pivot table traps and ensuring your reports are accurate. David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to 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.
There's no need to duplicate and modify reporting spreadsheets each month. With the step-by-step instructions in this course, you'll learn how to use common Excel functions, such as VLOOKUP, OFFSET, and SUM, to generate dynamic reports that toggle to the correct period with ease. Class topics also include exporting data, using Check Figures and Alarms and safeguarding data integrity.
This follow-up session to Excel Speed Tips shows you even more ways to save time and effort in Excel. You’ll learn how to use shortcuts, embed frequently used lists, transform filtering tasks, and more. Plus, you'll learn about the benefits of Excel’s Text Box feature, the Personal Macro Workbook, and the Quick Analysis feature. Excel expert and CPA, David H. Ringstrom, demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to 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 course.
If you want to learn how to create and implement macros—one of Excel’s most powerful features—this presentation is designed just for you. Excel expert David Ringstrom, CPA, introduces you to the concept of Excel macros as well as to the Visual Basic for Applications (VBA) macro. He also explains how to use the Record Macro feature and Excel’s Personal Macro Workbook. After participating is this on-demand course, you’ll be prepared to begin utilizing macros immediately.
In Part 2 of Introduction to Excel Macros, Excel expert David Ringstrom, CPA, takes you beyond the basics of using Excel’s Record Macro feature and explains how to enhance the code you’ve created by adding error-handling features and decision-making capabilities. David shares techniques and keyboard shortcuts that will help you eliminate repetitive tasks and become more proficient with Excel macros.
Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions. While many users rely on VLOOKUP to return data from other locations in a worksheet, that’s not always the most efficient approach. In this comprehensive presentation, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, MAXIFS, and OFFSET functions. David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. He draws your attention to any differences in Excel 2016, 2013, or 2010 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 course.
Total: 9 courses (20 CPE hours)

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