Office 365: Excel's Opportunities and Obstacles (Currently Unavailable)

Author: David H. Ringstrom

In this presentation Excel expert David Ringstrom, CPA, shows how the Office 365 version of Excel 2016 differs not only from older Excel versions and but also perpetually licensed versions of Excel 2016. Historically each version of Excel has been identical for all users, but Microsoft has chosen to reward Office 365 subscribers with much faster access to new Excel features. You'll see updated features and worksheet functions available in the Office 365 version of Excel 2016 and shows you step-by-step how to use them. This presentation will help you make the most of new features in Excel, while steering clear of triggering issues when sharing spreadsheets with users that aren't using Office 365.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Office 365 version of Excel 2016. He draws your attention to any differences in the perpetual licensed versions of Excel 2016, 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. In addition, David provides an Excel workbook that includes most of the examples he uses during the course.

Publication Date: July 2018

Designed For
Practitioners who are thinking of subscribing to the Microsoft Office 365 platform or those who have already done so.

Topics Covered

• Discovering how Office 365 no longer immediately clears the clipboard when you carry out a simple action, such as typing or inserting rows before pasting data.
• Deselecting one or more cells from within a selection of cells without having to start over again with the selection process.
• Learning about the MAXIFS function available in certain versions of Excel 2016.
• Determine how to restore the missing Folders link on the Recent menu for accessing and pinning frequently used folders.
• Using the Icons command in Office 365 to add emoji-style icons within spreadsheets.
• Using Microsoft's free Excel Online service to view and edit spreadsheets that use features from Office 365 that aren't compatible with other versions of Excel.
• Learning the benefits and risks of sharing workbooks via OneDrive in Office 365.
• Learning about the MINIFS function available in certain versions of Excel 2016.
• Determining if you have the subscription-based Office 365 version of Excel or a perpetually licensed version.
• Embedding 3D models into Office 365 spreadsheets while seeing what's viewable in other versions of Excel.
• Mapping geographic data with just a couple of mouse clicks.
• Analyzing your data with artificial intelligence by way of the Insights feature in Office 365.

Learning Objectives

• Recall where to restore the Track Changes command within the Quick Access Toolbar customization screen.
• Identify the menu where the Recommended Pivot Tables feature appears in Excel 2013 and later.
• Identify the closest alternative to the SWITCH worksheet function that is compatible in all versions of Excel.

Level
Basic

Instructional Method
Self-Study

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

Program Prerequisites
None

Advance Preparation
None