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10 Productive Excel Features for Accountants - (and 3 Timewasters)

90 Minutes

June 27, 2024

01:00 PM EST

Live Webinar

Overview

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.

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.

Areas Covered

·      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.

·      Understanding the conflict that the Table feature poses with Custom Views in Excel for Windows.

·      Displaying alternate results with XLOOKUP by populating the If_Not_Found argument instead of using IFERROR or IFNA.

·      Understanding the importance of using IFNA with VLOOKUP versus IFERROR.

·      Learning how to use a single line of programming code to unhide all worksheets within a workbook.

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

·      Choosing between custom views within a workbook to hide/display multiple worksheets at once.

·      Auditing the data source behind PivotTables in Excel spreadsheets.

·      Discovering new worksheet functions available in Excel 2016 and later.

·      Creating a PivotTable to transform lists of data into on-screen reports.

·      Jump-starting data visualization with the Quick Analysis feature.

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Speaker

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.