If you work with payroll data, you’ll benefit from learning how many Excel features and functions can improve the accuracy and efficiency of payroll-related tasks. In this comprehensive presentation, Excel expert David Ringstrom, CPA, explains: mathematics for employee timesheets, date and time formatting, conditional formatting to highlight HR requirements, password protection for sensitive payroll files and worksheets, salary information formatting, using pivot tables for HR reporting and analysis tasks, and more.
David demonstrates every technique 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. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses 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 2019, Excel 2016, and so on.
- Adding rows to a blank pivot table to create instant reports.
- Calculating a series of semimonthly dates by way of the IF and EOMONTH worksheet functions.
- Color-coding the top ten (or however many you wish) amounts within a column of numbers with Conditional Formatting.
- Computing the due dates for semimonthly federal payroll tax deposits by using the CHOOSE and WEEKDAY functions.
- Determining how to calculate the last day of the current month, as well as future or prior months, with the EOMONTH function.
- Determining the previous Friday when payroll dates fall on a weekend by using the IF and WEEKDAY functions.
- Discerning the nuance involved in making pivot tables present data in tabular form.
- Discovering four different ways to remove data from a pivot table report.
- Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
- Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
- Drilling down into the details behind any amount within a pivot table with just a double-click.
- Employing pivot tables to pull random sets of employee names, such as for drug testing.
Who Should Attend?
Payroll professionals who wish to learn practical Excel fundamentals to improve the accuracy and efficiency of payroll production.
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).
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