In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide administrative assistants through essential Excel skills to boost productivity and efficiency. Topics include transforming and separating text with Flash Fill, removing duplicates, and combining text effortlessly. Learn how to use filters, totals, and slicers to manage and analyze data within tables, as well as how to drill down into PivotTables and leverage Excel’s Analyze Data feature in Microsoft 365. Additionally, David will cover practical functions like SUMIF to streamline calculations. This interactive session concludes with a hands-on segment where attendees can apply what they've learned, with expert support available throughout.

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.

• Filtering tables quickly using the Slicer feature.
• Preventing chart resize issues by using Excel tables.
• Generating PivotTables and Pivot Charts from suggested insights.
• Eliminating repeated values while preserving unique records.
• Create a PivotTable by adding fields to Rows and Values for a quick total.
• Using the Recommended Charts feature to create suitable charts from data with a couple of mouse clicks.
• Removing table formatting or features when no longer needed.
• Identifying and highlighting duplicate entries in a list using conditional formatting.
• Creating a table to prep for summarizing data with PivotTables or Power Pivot.
• Adding totals and filters that automatically adjust based on which rows are visible
• Separating first/last names into two columns without using formulas or retyping.
• Removing conditional formatting rules when they are no longer needed.

• State the functionality that the Flash Fill feature offers.
• State which ribbon tab (menu) contains the Navigation task pane command
• Name the menu tab that contains the Remove Duplicates feature.

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

Professionals seeking to enhance their data management, presentation, and analysis skills using Excel features such as Flash Fill, filtering, PivotTables, and SUMIF functions for administrative and reporting efficiency.

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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