Breaking Down Excel Formulas

Level: Intermediate

Available Durations:

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

Description:

Sometimes your Excel formulas can grow out of control, or, more likely, you’ve inherited spreadsheets from others that you’re to take ownership of. In this insightful presentation, Excel expert David Ringstrom, CPA, shares various ways to make sense of complicated formulas in Excel spreadsheets. You’ll have an abundance of tricks at your disposal to quickly decipher even the most complex formulas after attending this webcast.

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:

  • Comparing and contrasting IFNA, IFERROR, and ISERROR functions and learning which versions of Excel support these worksheet functions.
  • Tracing down the ripple effect of errors in spreadsheets with Excel’s Trace Error command.
  • Getting a rundown on what the various # sign errors in Excel mean.
  • Utilizing the FORMULATEXT function to display a formula from one cell in another.
  • Using the N function to annotate formulas within the formula bar when a cell comment won’t suffice.
  • Seeing how to view two worksheets from within the same workbook at the same time.
  • Simplifying repetitive tasks by creating your own keyboard shortcuts.
  • Learning how to trace dependents and precedents, both with Excel features and keyboard shortcuts.
  • Moving through formulas in slow motion with the Evaluate Formula feature.
  • Streamlining formula writing by using the Use in Formula command.
  • Learning how range names can minimize errors, save time in Excel, serve as navigation aids, and store information in hidden locations.
  • Learning how mindfulness with regard to worksheet names can have a dramatic impact on comprehending your formulas.

Learning Objectives/Why You Should Attend:

  • List the benefits of using range names.
  • Apply the Trace Precedents and Trace Error features to identify linked cells.
  • Apply Excel’s IFERROR function to compensate for temporary situations where a formula may return an error.

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 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.

Pricing and Format Options:

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