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Excel is fraught with nuances, especially when working with dates or times. In this webcast Excel expert David H. Ringstrom, CPA covers the gamut of date and time related functions and features in Excel. He’ll start out with showing data entry techniques for managing date inputs, and work through a variety of worksheet functions. You’ll also discover the Timeline feature for filtering pivot tables based on date ranges, using Conditional Formatting to identify specific dates, using Data Validation to enforce data entry requirements for dates and times, and much more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as 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.
Microsoft 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:
- Building a series of dates with the Fill Series command.
- Calculating dates in the past or future with the EDATE function.
- Choosing the most analysis-ready report format from QuickBooks Desktop and QuickBooks Online.
- Color-coding date ranges with conditional formatting.
- Comparing three ways to calculate which quarter a date fall within.
- Contrasting the NOW function to the TODAY function.
- Copying dates within an Excel worksheet in the manner you want.
- Creating a series of dates by establishing a pattern and then dragging the Fill Handle.
- Determining how to calculate the last day of the current month, as well as future or prior months, with the EOMONTH function.
- Employing the NETWORKDAYS.INTL worksheet function to determine the number of workdays in a period by excluding holidays as well as specific days of the week.
- Employing the Text to Columns feature to transform text-based dates into numeric values that Excel recognizes as dates.
- Employing the VALUE and DATEVALUE functions to convert text-based numbers or dates to values.
Learning Objectives/Why You Should Attend:
- Select the arguments for the EOMONTH function in Excel.
- State which Excel feature that Timelines complement.
- Recognize valid filtering options in Excel.
- Accounting and Finance
- Excel Users
- Human Resources
Target Job Title:
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Excel Users
- 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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