In this course author and Excel expert David H. Ringstrom, CPA cherry-picks 10 of the best features in Excel that can make accountants more productive. He'll also share 3 common time-wasters that can frustrate accountants and heavy users of Excel. You'll learn about two key worksheet functions, the benefits of the Table feature, pivot tables for report writing, and managing information overload by filtering. Tame unwieldy workbooks by instantly unhiding all hidden worksheets, and then deploying Excel's Custom Views feature to enable you to hide/unhide multiple worksheets at once. You'll see how to build in some insurance against Excel crashes, and quickly identify duplicates within a list. David will also discuss three common timewasters/frustrations in Excel.
David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the course and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.
Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.
Publication Date: March 2024
Designed For
Practitioners using Excel 2019 or considering upgrading to Excel 2019.
Topics Covered
- Exploring the XLOOKUP worksheet function in Excel 2021 and Microsoft 365
- Tweaking Excel's AutoRecover settings to raise the odds of recovering your work after an Excel crash
- Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells
- Removing the Table feature from Excel spreadsheets once it's no longer needed or simply erasing the alternate row shading
- Overcoming user interface annoyances by making simple adjustments to Excel's options
- Streamlining the filtering of lists using the Slicer feature with tables
- Identifying duplicates in a list using Conditional Formatting
- Auditing the data source behind PivotTables in Excel spreadsheets
- Displaying alternate results with XLOOKUP by populating the If_Not_Found argument instead of using IFERROR or IFNA
- Adding rows to a blank PivotTable to create instant reports
- Color-coding the top ten (or however many you wish) amounts within a column of numbers with Conditional Formatting
- Choosing between custom views within a workbook to hide/display multiple worksheets at once
Learning Objectives
- State which XLOOKUP argument causes an alternate value to be displayed in lieu of #N/A
- Identify the menu in Excel where the Table feature resides
- Identify the location of the PivotTable command within Excel's ribbon menu interface
- Identify the formula that would spill results into multiple columns
- Identify the keyboard shortcut that launches Excel's Visual Basic Editor
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Specialized Knowledge and Applications (2 hours)
Program Prerequisites
Practitioners using Excel 2019 or considering upgrading to Excel 2019.
Advance Preparation
None
Instructor
David H. Ringstrom
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches over 200 webinars each year. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. He's currently writing a book titled "Exploring Excel's Hidden Treasures". To learn more about David, you can view his
LinkedIn profile and follow him on
Facebook or
Twitter (@excelwriter).