Tackling Excel's Table Feature (Currently Unavailable)

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

Learn more about the Table feature, which offers numerous opportunities to improve the integrity of your spreadsheets. You will also learn how to save time by reducing the maintenance involved with your spreadsheets.

Publication Date: July 2018

Designed For
Practitioners seeking to use Microsoft Excel more effectively by way of the Table feature, as well as anyone looking to improve the integrity of their spreadsheets.

Topics Covered

  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Using Excel's OFFSET function to dynamically reference data from one or more accounting periods.
  • Creating an in-cell list by way of Excel's Data Validation feature, and then automating the addition of new items with a table.
  • Discovering two different ways to locate tables anywhere within a workbook.
  • Removing the Table feature from a worksheet if it's no longer needed.
  • Managing cumbersome lists of data using the Table feature.
  • Minimizing a data integrity risk within pivot tables by way of Excel's Table feature.
  • Improving the integrity of spreadsheets with Excel's VLOOKUP function.
  • Avoiding the need to write repetitive formulas using Excel's Data Table feature.
  • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
  • Using the SUMIF function to summarize data based on a single criterion.
  • Customizing table styles in Excel.

Learning Objectives

  • Specify the key that you can hold down to efficiently group two or more consecutive worksheets.
  • State the Excel feature that the Table feature disables within a given workbook.
  • Identify the menu on the Data tab of Excel's ribbon that contains the Data Table feature.

Level
Basic

Instructional Method
Self-Study

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

Program Prerequisites
None

Advance Preparation
None

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