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Advanced Excel Skills for Accountants

90 Minutes

Recorded Webinar


Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions and pivot tables. In this comprehensive presentation, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, and IFNA. You'll also get a preview of the new XLOOKUP function being added to Office 365. Lookup functions are only the start, though. In many cases you're only a few mouse clicks away from transforming overwhelming lists of data into meaningful reports.

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 (2021, 2019, 2016 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 2021, Excel 2019, and so on.

Why Should you Attend

Practitioners who can benefit by using a variety of lookup functions to work more efficiently in Excel

Areas Covered

·      Accessing files closed without saving as well as interim back-ups Excel makes while you're working in a workbook.

·      Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.

·      Diagnosing #N/A errors that arise when numbers are stored as text or when text contains extraneous spaces.

·      Enabling a workbook-specific setting that will create an automatic back-up of critical workbooks.

·      Enabling Excel’s Solver add-in for more complex what-if analyses.

·      Exploring the XLOOKUP worksheet function in Excel 2021 and Microsoft 365.

·      Filtering a cleaned-up accounts receivable aging report to display only overdue amounts.

·      Managing data security prompts that may appear when you link external data into Excel spreadsheets.

·      Matching on two or more columns of criteria at once with XLOOKUP.

·      Summing results from multiple columns with a single XLOOKUP function nested within a SUM function.

·      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.

·      Apply a variety of lookup functions in order to work more efficiently in Excel.

·      Recognize why the INDEX and MATCH combination is often superior to VLOOKUP or HLOOKUP.

·      Contrast pivot tables to lookup functions.

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All Access Pass Benefits

$999 per year

  • Access to 12 Live Webinars per year
  • Access to 12 On-Demand Webinars per year
  • All Live and On-Demand webinars include certificates, printable presentation material and handouts
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David H. Ringstrom's Avatar

David H. Ringstrom

Microsoft Excel Expert

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs. David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel. His comprehensive yet easy to understand presentations cover Excel 2016, 2013, 2010, and 2007. David’s webcasts are fast paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.