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Many sales 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 sales professionals to achieve those goals. Step-by-step, David demonstrates and explains: cleaning up reports to facilitate data analysis; jump-starting spreadsheets by utilizing free Excel templates; best practices for developing sales budgets; forecasting sales in Excel 2016 and later; and two approaches for calculating sales commissions.
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:
- Transforming an unwieldy list of data into a format that’s ready to be analyzed within a pivot table.
- Using Go To Special to select specific types of cells within a worksheet.
- Filling all blank cells within a list of data at once by way of the Ctrl-Enter keyboard shortcut.
- Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions.
- Simplifying filtering tasks by adding a Clear Filter shortcut to the Quick Access Toolbar.
- Creating a pivot table to transform lists of data into on-screen reports.
- Distinguishing the differences among pivot table–related menus in Excel 2013 and later versus older versions of Excel.
- Adding fields to a blank pivot table to create instant reports.
- Filtering pivot tables to show fewer columns and/or rows of data.
- Discovering four different ways to remove data from a pivot table report.
- Drilling down into the details behind any amount within a pivot table with just a double-click.
- Exploring the Forecast Sheet feature in 2016 and later, which can extrapolate trends based on existing data in your spreadsheets.
- Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
- Using range names to streamline formulas and bookmark key inputs within a workbook.
- Employing the Name Manager feature to make corrections to range names or store notes about assumptions.
- Building formulas faster by way of the Use in Formula command.
- Copying formulas efficiently down one or more columns at the same time.
- Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
Learning Objectives/Why You Should Attend:
- State where range names assigned to worksheet cells appear within Excel’s user interface.
- Recall the location of the Name Manager command within Excel’s ribbon interface.
- Identify how to quickly transform lists of raw data into usable reports in just a few simple steps.
- Recall how to apply powerful techniques you can use to quickly tame large sets of data in Excel.
- Define the purpose of the Forecast feature in Excel 2016 and later.
- State the Quick Access Toolbar command that allows you to filter a list based on a cell’s contents with one click.
- 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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