Many administrative professionals are unaware of Excel’s many features and functions they can implement to improve the accuracy and efficiency of their work. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable administrative professionals to achieve those goals. Step-by-step, David demonstrates and explains ways to streamline data entry, remove duplicates from lists, quickly sift through lists of data with the Slicer feature, and create instant reports with pivot tables, as well as minimize data entry by using look-up functions.

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 (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.

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 2019, Excel 2016, and so on.

• Change the cursor direction in Excel to Right instead of Down to facilitate faster data entry.
• Eliminating duplicates from a list with just a few mouse clicks.
• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
• Removing the Table feature from a worksheet if it’s no longer needed.
• Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
• Creating a pivot table to transform lists of data into on-screen reports.
• Adding rows to a blank pivot table to create instant reports.
• Drilling down into the details behind any amount within a pivot table with just a double-click.
• Filtering pivot tables to show fewer columns and/or rows of data.
• Avoiding manual data entry in sales reports by using the SUMIF function.
• Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells.
•  Performing approximate matches on data with Excel’s VLOOKUP data, such as for determining commission rates.

• Recall how to change the cursor direction to facilitate faster data entry in Excel.
• State the arguments used in Excel’s VLOOKUP function.
• Identify the steps required to create a pivot table.

• Accounting and Finance
• Business
• Excel Users
• Consulting
• IT
• Auditing
• Human Resources
• Marketing
• Sales
• Government
• Tax

During the Q&A session following the live event, ask a question and get a direct response from our expert speaker.

Important Notice for Our “Live” Attendees: If you have enrolled in the “Live Webinar,” you will get your instruction kit before 24 hours of the live class.

For Recorded and E-transcript Participants: If you have signed up for the “Recorded” class or for the “E-transcript,” you will get access to the “Recording link” or the “PDF” within 24-48 hours of the live class.

SPEAKER

David H. Ringstrom, CPA,

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.

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