Benefits and Hazards of Excel 2016/Office 365

Level: Basic

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes


After participating in this informative presentation, you’ll understand how the Office 365 version of Excel 2016 differs from previous versions and perpetual licensed versions of Excel 2016. Historically, each major version of Excel was identical for all users, but that’s no longer the case. Because the Office 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.

Excel expert David Ringstrom, CPA, explains updated features and worksheet functions available in the Office 365 version of Excel 2016 and shows you step-by-step how to use them. He also shares keyboard shortcuts and tips that will help you work more efficiently in Excel. If you’re thinking of upgrading to the latest version of Excel, this presentation is just what you need.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Office 365 version of Excel 2016. He draws your attention to any differences in the perpetual licensed versions of Excel 2016, 2013, 2010, or 2007 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.

Topics/Areas Typically Covered:

  • Determining if you have the subscription-based Office 365 version of Excel or a perpetually licensed version.
  • Discovering new worksheet functions available in Excel 2016.
  • Learning about the MAXIFS function available in the Office 365 version of Excel 2016.
  • Learning about the MINIFS function available in the Office 365 version of Excel 2016, as well as how to use the MIN function as an array formula that will achieve the same effect in any version of Excel.
  • Discovering the Recommended PivotTables feature.
  • Exploring pivot table options that can only be set in the Office 365 version of Excel 2016.
  • Mapping geographic data with just a couple of mouse clicks in the Office 365 version of Excel 2016.
  • Embedding 3D models into Office 365 spreadsheets, while seeing what’s viewable in other versions of Excel.
  • Using the Icons command in Office 365 to add emoji-style icons within spreadsheets.
    Seeing the benefits and risks of sharing workbooks via OneDrive in Office 365.
  • Restoring the Workbook Sharing and Track Changes commands that have vanished in certain builds of Office 365.
  • Providing feedback about the Office 365 version of Microsoft Excel directly from within the application.
  • Using Microsoft’s free Excel Online service to view and edit spreadsheets that use features from Office 365 that aren’t compatible with other versions of Excel.

Learning Objectives/Why You Should Attend:

  • Gain an understanding of new features and functions available in the Office 365 version of Excel 2016.
  • Recall alternatives that work in all versions of Excel for the new CONCAT, TEXTJOIN, SWITCH, IFS, MAXIFS, and MINIFS worksheet functions.
  • Apply pivot table specific options in the Office 365 version of Excel 2016 to 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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