10 Productive Excel Features for Accountants (and 3 Timewasters)
In this presentation, 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.
The top ten techniques will all be shown at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. Differences in the older versions of Excel (2021, 2019, 2016, and earlier) will be discussed during the presentation, as well as detailed handouts. You will also receive an Excel workbook that includes most of the examples used during the webcast.
Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.
What You’ll Learn
- Adding rows to a blank pivot table to create instant reports
- Choosing between custom views within a workbook to hide/display multiple worksheets at once
- Creating a pivot table to transform lists of data into on-screen reports
- Creating custom views that will enable you to display all worksheets in a workbook at once as well as hide/display selected worksheets
- Diagnosing #N/A errors that arise when numbers are stored as text or when text contains extraneous spaces
- Discovering new worksheet functions available in Excel 2016 and later
- Displaying alternate results with XLOOKUP by populating the If_Not_Found argument instead of using IFERROR or IFNA
- Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify
- Exploring the XLOOKUP worksheet function in Excel 2021 and Microsoft 365
- Gaining control of long lists of data by filtering instead of sorting
- Identifying duplicates in a list using Conditional Formatting
Who Should Attend
Practitioners seeking to use Excel more effectively will benefit greatly from this course.
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra 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. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).
- Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts – $279
- Available Upgrades:
- 12 Months OnDemand Playback + $110
- 12 Months OnDemand Playback + CD + $140
- Additional Live Access + $85 per person