Excel Essential Skills

Refresh your Excel skills with this package of Excel self-study courses in on-demand webcast format. Earn 29 CPE hours! 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.

In this on-demand course, Excel expert David H. Ringstrom, CPA shows you how to create dynamic accounting reports for any month of the year on a single worksheet. Many users set out to build a worksheet for each month of the year, which can be cumbersome to revise. Instead David will show you how to use functions like VLOOKUP, OFFSET and SUMIF together to quickly create accounting reports that toggle to any reporting period with just a couple of mouse clicks. The session also demonstrates effective ways to export data from your accounting package so that you can create a set-and-forget link to your accounting data in Excel.
In this session Excel expert David Ringstrom, CPA helps you get started with one of Excel's most powerful features. David will introduce you to the concept of macros in Excel, which are a means of automating repetitive tasks. Much of Part 1 of this series focuses on mastering Excel's Macro Recorder, while Part 2 gives you some hands on experience with editing and writing programming code in Excel. Excel's Macro Recorder feature is easy to get started with, but those unaware of its nuances will quickly become frustrated with its vagaries. David will show you the ins-and-outs so that you can get started with automating your own repetitive tasks today.
In this session Excel expert David H. Ringstrom, CPA shares numerous techniques that you can use to work with charts more efficiently. David will teach primarily from Excel 2010, but will also demonstrate new charting capabilities in Excel 2013 and later. Excel's charting functionality has evolved with each version of Excel, so a special feature of this presentation is that David provides four different handouts to cover these versions of Excel:
In this session Excel expert David H. Ringstrom, CPA helps you go beyond the Macro Recorder. You’ll see how to create Visual Basic routines that make decisions, as well as how to create loops that repeat the same task a specified number of times. You’ll also see how to create user forms in Excel, which allow you to create custom input screens. Finally, you’ll get advice on ironing out problems in your programming code.
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.
Many users rely on VLOOKUP for basic look-up functionality in spreadsheets, but are often unaware of ways to improve the integrity of this venerable function. In this session Excel expert David H. Ringstrom, CPA introduces the VLOOKUP function, and then quickly goes beyond the basics. Discover what can go awry with VLOOKUP, how to future-proof the function, and explore alternatives such as MATCH/INDEX, SUMIF, SUMIFS, SMALL/LARGE, MIN/MAX, and OFFSET.
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.
Thanks to the success of our popular Excel Speed Tips presentation, Excel expert and CPA David H. Ringstrom has developed a follow-up session packed with even more ways to save time and effort in Excel. Remember, either you work Excel, or it works you!
This enlightening webcast presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. David explains a variety of Excel’s time-saving features and shares helpful tips, such as how to filter data faster, streamline repetitive tasks, create keyboard shortcuts, and access folders and workbooks easily.
Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables in this valuable presentation. Pivot tables enable you to easily create reports from complex data simply by using your mouse. He shows you how to initiate a pivot table from a list of data, add fields, dig deeper into the numbers, and much more. In addition, David points out pivot tables traps and shares tricks to help ensure your reports are accurate.
Total: 10 courses (28 CPE hours)

Fees
Regular Fee$295


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