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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.
Topics/Areas Typically 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/Why You Should Attend:
- Recall how to avoid the pitfalls of Protected View and Compatibility Mode that can slow down work in Excel.
- Apply the SUMIF function to mine data from property management reports.
- Identify the location of the PivotTable command within Excel’s ribbon menu interface.
- Accounting and Finance
- Excel Users
- Commercial Real Estate
Target Job Title:
- Excel Users
About the Instructor:
David H. Ringstrom, CPA is the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.
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