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Many administrative professionals are unaware of Excel’s many features and functions they can implement to improve the accuracy and efficiency of their work. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable administrative professionals to achieve those goals. Step-by-step, David demonstrates and explains ways to streamline data entry, remove duplicates from lists, quickly sift through lists of data with the Slicer feature, create instant reports with pivot tables, as well as minimizing data entry by using look-up functions.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly 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:
- Change the cursor direction in Excel to Right instead of Down to facilitate faster data entry.
- Eliminating duplicates from a list with just a few mouse clicks.
- Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
- Removing the Table feature from a worksheet if it’s no longer needed.
- Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
- Creating a pivot table to transform lists of data into on-screen reports.
- Adding rows to a blank pivot table to create instant reports.
- Drilling down into the details behind any amount within a pivot table with just a double-click.
- Filtering pivot tables to show fewer columns and/or rows of data.
- Avoiding manual data entry in sales reports by using the SUMIF function.
- Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells.
- Performing approximate matches on data with Excel’s VLOOKUP data, such as for determining commission rates.
Learning Objectives/Why You Should Attend:
- Recall how to change the cursor direction to facilitate faster data entry in Excel.
- State the arguments used in Excel’s VLOOKUP function.
- Identify the steps required to create a pivot table.
- 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 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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