Benefits and Hazards of Excel Microsoft 365

Level: Basic

Available Durations:

  • 50 minutes
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After participating in this informative presentation, you’ll understand how the Microsoft 365 version of Excel differs from previous versions and perpetual licensed versions of Excel, including Excel 2019. Historically, each major version of Excel was identical for all users, but starting with Excel 2016, this was no longer the case. Because the Microsoft 365 version is evolving—sometimes monthly—you’ll want to be prepared to deal with frustrations you might encounter as well as capitalize on new features.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly known as Office 365) version of Excel. David will draw your attention to any differences in the older versions of Excel (2010, 2013, 2016, and 2019) 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 is sometimes updated as often as monthly with new features. The perpetual licensed versions of Excel have year numbers, such as 2019, 2016, and so on, have feature sets frozen in time and do not receive updates with new features.

Topics/Areas Typically Covered:

  • Learning about the MAXIFS function available in certain versions of Excel.
  • Discovering how Microsoft 365 no longer immediately clears the clipboard when you carry out a simple action, such as typing or inserting rows before pasting data.
  • Exploring the risks and benefits of participating in the free Microsoft Office Insider program.
  • Editing Excel workbooks in real time with colleagues and viewing coauthored changes within seconds.
  • Understanding the risks and nuances of the AutoSave feature in Microsoft 365.
  • Removing duplicates and displaying one of each item from a range of cells with the new UNIQUE function.
  • Troubleshooting the new #SPILL! error that can arise in certain circumstances with regard to dynamic array formulas in Microsoft 365.
  • Using Microsoft’s free Excel Online service to view and edit spreadsheets that use features from Microsoft 365 that aren’t compatible with other versions of Excel.
  • Mapping geographic data with just a couple of mouse clicks.
  • Preventing pivot tables from automatically resizing columns when you refresh or filter the data.
  • Streamlining the decision-making process with the IFS function in Microsoft 365.
  • Visualizing data with a Funnel chart in Excel 2019 and Microsoft 365.

Learning Objectives/Why You Should Attend:

  • Identify the latest features and functions available in the Microsoft 365 version of Excel.
  • Recall alternatives that work in all versions of Excel for the new CONCAT, TEXTJOIN, SWITCH, IFS, MAXIFS, and MINIFS worksheet functions.
  • List pivot table–specific options in the Microsoft 365 version of Excel that will minimize repetitive work.

Target Industries:

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

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

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