Educational Webinar
Excel Efficiency: Basic Skills for Accountants
Webinar Highlights
Many accounting professionals are unaware of Excel’s many features and functions they can implement to improve the accuracy and efficiency of their spreadsheets. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve those goals.
Step by step, David demonstrates and explains 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.
Who should attend:
Professionals seeking to use Microsoft Excel more effectively.
Topics covered:
- Avoiding the need to write repetitive formulas using Excel’s Data Table feature.
- Eliminating the need to manually resize charts when data is added—automate this with tables instead.
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
- Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
- Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
- Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
- Learning what steps to take if you can’t open a damaged workbook.
- Managing cumbersome lists of data using the Table feature.
- Removing the Table feature from a worksheet if it’s no longer needed.
- Simplifying repetitive tasks by creating your own keyboard shortcuts.
- Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function.
- Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets.
Learning Session
- Free CPE
- Non-sponsored Events mean you never listen to a 3rd party sales pitch – it’s all just great education
- Expert-instructor-led learning with live Q&A
- Based on a great course on Illumeo
Speakers
David Ringstrom, President & CPA, Accounting Advisors
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences on Excel and presents scores of webinars each year. He is an author and served as the technical editor for over 30 books on accounting software. Some of his freelance articles on spreadsheets have been published internationally.
Jennifer Robbins, Webinar Manager, Illumeo
Objectives
After attending this event you will be able to:- Define the argument within Excel's SUBTOTAL function that sums columns or rows.
- Identify which versions of Excel permit using slicers with both tables and pivot tables.
- Recall how to hide and unhide columns and rows with the Group command.
Continuing Education Information
