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 6-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 12 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 6 on-demand webcasts 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 6 CPE hours dedicated to pivot tables, you’ll soon be a master. You’ll also get 4 CPE hours of helpful tips on using time-saving features in Excel as well as 2 CPE hours where David demonstrates how to improve the integrity of large workbooks and save time while working with large spreadsheets.
This on-demand course will teach you the next level of pivot table skills by explaining the PivotTable feature, the Linked Picture feature, the Recommended PivotTables feature, and more. You’ll learn to create self-updating titles for charts and pivot charts as well as how to automate your work using macros.
In this advanced on-demand course, you'll learn how to extract data from other sources, create macros, determine the number of duplicates in a list, and more. You’ll soon discover how to bring a new level of interactivity to your pivot tables.
Large spreadsheets can be stressful. Excel expert David Ringstrom, CPA, says, “Either you work Excel or it works you!” In this course you'll learn several ways to manage large spreadsheets so that you can save time, avoid repetitive tasks, and more.
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, 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.
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.
Total: 6 courses (12 CPE hours)