Overview
In this presentation, author and Excel expert David H. Ringstrom, CPA will showcase 10 powerful Excel features that can help accountants work more efficiently, including tools like XLOOKUP, SUMIF, PivotTables, and AutoRecover. You’ll see how to streamline tasks by using structured tables, filter data instantly with keyboard shortcuts, and enhance clarity with conditional formatting. David also shares clever ways to simplify your interface—like adding a Clear Filter button—and explains how to recover from common mistakes. To round things out, he’ll reveal three surprisingly time-wasting aspectis of Excel that can hinder productivity rather than help it
David has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”.
In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.
Learning Objectives
• Recall the keystroke that enables you to select two ore more non-adjacent items from a Slicer.
• State which versions of Excel that the XLOOKUP function is compatible with.
• Identify the symbol that correlates with the spilled range operator in Excel.
Areas Covered
• Identifying and highlighting duplicate entries in a list using Conditional Formatting.
• Converting a range to a table and using the Total Row to summarize data
• Opening temporary AutoRecover copies or unsaved workbooks to restore changes after closing Excel without saving.
• Returning multiple columns of data with XLOOKUP from a single formula by using dynamic array functionality.
• Applying the # operator to reference dynamic array spill ranges correctly.
• Matching on two or more columns of criteria at once with XLOOKUP.
• Improving the stability of Excel by deleting accumulations of temporary files in Windows.
• Tweaking Excel’s AutoRecover settings to raise the odds of recovering non-cloud workbooks after a crash.
