Instructor for this course

In this excellent course, Excel expert David Ringstrom, CPA, teaches you how to work effectively with reports exported from property management software into Excel. He explains the pros and cons of exporting to Excel directly versus the comma-separated value format when available. In addition, David demonstrates how to: avoid the pitfalls of Protected View and Compatibility Mode that can slow down or even stymie your work in Excel; mine data from property management reports with the SUMIF function; chart your P&L with a Waterfall chart in Excel 2016 and later; and color-code data, such as rental rates and near-term lease expirations, with Conditional Formatting. After this presentation you’ll be empowered to work more effectively with your property management reports.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based 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.

Office 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.

Who Would Be Interested in This Course:
Practitioners who wish to work more effectively with property management reports in Excel.

Topics Covered:

  • Transforming property management and account reports into analysis-ready formats.
  • Isolating overdue accounts receivable amounts within an aging report.
  • Converting .XLS files compatible with Excel 2003 into the modern Excel workbook format.
  • Contrasting sending reports to Excel versus exporting to comma-separated value (.CSV) files.
  • Using the SUBSTITUTE function to strategically replace unwanted characters within your data.
  • Understanding how to manage the Protected View prompt in Excel 2010 and later.
  • Opening .CSV files versus opening Excel workbooks.
  • Heat-mapping rental rates with Conditional Formatting.

Learning Objectives

  • Identify how to avoid the pitfalls of Protected View and Compatibility Mode that can slow down work in Excel.
  • Discover how to apply the SUMIF function to mine data from property management reports.
  • Identify the location of the PivotTable command within Excel's ribbon menu interface.


Last updated/reviewed: May 17, 2022

2 Reviews (6 ratings)Reviews

Anonymous Author
Excellent tips and shortcuts to better property management reports. I also learned about the waterfall chart which can be used in P&L analysis
Member's Profile
I loved this course-very informative- great time saving techniques-clear and concise explanations


Course Complexity: Foundational

Experience with QuickBooks and Excel Recommended

Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
  2:35Introduction To Excel Efficiency: Property Management Reports
  6:00Excel Reports vs. CSV Exports
  9:55Protected View Setting
Conditional Formatting
  5:03Color Code Lease Expirations
  5:46SUBSTITUTE Function
  5:57SUMIF Function
  6:46Heat Mapping Rental Rates
Other Excel Features
  7:09Identify Overdue A/R Accounts
  8:20Cleaning Property Management Reports
  4:37Pivot Table-based Vacancy Schedule
Continuous Play
  1:02:11Excel Efficiency: Property Management Reports
Supporting Materials
  PDFSlides: Optimizing Property Management Software Reports Using Excel
  XLSWorkbook: Aged Receivables Multiple Properties Excel
  XLSWorkbook: Aged Receivables Single Property Excel
  CSVWorkbook: Aged Receivables Single Property CSV
  XLXSWorkbook: Excel Efficiency Property Management Reports
  XLSWorkbook: Summary Rent Roll Multiple Properties Excel
  XLSWorkbook: Trial Balance Activity Single Property Excel
  CSVWorkbook: Commercial Rent Roll Single Property CSV
  PDFOptimizing Property Management Software Reports Using Excel Glossary/Index
Review And Test