Level: Intermediate
Available Durations:
- 120 minutes
- 100 minutes
- 90 minutes
- 70 minutes
- 60 minutes
- 50 minutes
Description:
In this webinar Excel expert David H. Ringstrom will guide you on extracting PDFs with Power Query, exploring Power Query properties, enhancing external data security, creating Excel tables, adding total rows, filtering tables with slicers, utilizing functions such as IF, nested IF, VLOOKUP, IFNA, and MATCH, as well as INDEX/MATCH functions, XLOOKUP for horizontal lookup, automating tasks with macros, creating macro icons, applying conditional formatting for greater than scenarios, utilizing data bars, managing scenarios effectively, and summarizing Scenario Manager features.
David is the author of “Exploring Microsoft Excel’s Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.
Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.
Topics/Areas Typically Covered:
- Overcoming user interface annoyances by making simple adjustments to Excel’s options.
- Navigate Excel menus entirely by keyboard shortcuts.
- Enabling a hidden keyboard shortcut for toggling the Freeze Panes feature on or off.
- Creating a keyboard shortcut for simultaneously pasting data and column widths.
- Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
- Understanding how the Table feature automates formula management within lists.
- Contrasting standard formulas in Excel verus structured references.
- Streamlining lookup formulas by unpivoting multicolumn data sets into fewer columns with Power Query.
- Exploring the pros and cons of merging cells in spreadsheets.
- Comparing Center Across Selection to Merged cells for centering text across two or more columns.
- Avoiding frustration by understanding the nuances between Enter and Edit modes.
- Separating first/last names into two columns without using formulas or retyping.
- Deconstructing existing formulas by asking ChatGPT to explain the formula in detail.
Learning Objectives/Why You Should Attend:
- State which XLOOKUP argument causes an alternate value to be displayed in lieu of #N/A.
- Identify the items that can be added to a PivotTable from the PivotTable field list.
- Recall the section of the Excel Options dialog box where the AutoRecover setting resides that controls how often Excel creates a back-up copy of your workbooks.
Target Industries:
- Accounting and Finance
- Operations Management
- Business
- Excel Users
- Consulting
- IT
- Auditing
- Human Resources
- Marketing
- Sales
- Government
- Tax
Target Job Title:
- Accountants
- Operations Managers
- 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 has over 30 years of experience as a spreadsheet and accounting software consultant and speaker, having presented more than 2,500 live webinars. He has authored or co-authored eight books, including:
- Microsoft 365 Excel For Dummies (available May 2025)
- Exploring Microsoft Excel’s Hidden Treasures
- QuickBooks Online For Dummies (five editions)
- Idiot’s Guide to Introductory Accounting
Pricing and Format Options:
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