Table Feature

Level: Basic

Available Durations:

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

Description:

Excel’s Table feature, which was first introduced in Excel 2007, offers numerous opportunities to vastly improve the integrity of spreadsheets as well as reduce spreadsheet maintenance. In this comprehensive session, Excel expert David Ringstrom, CPA, shares valuable tips and techniques that will help you best utilize the Table feature to boost your effectiveness in Excel.

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:

  • Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
  • Filtering multiple lists on a single worksheet using the Table feature.
  • Discovering how pivot tables differ from worksheet formulas and learning the importance of the Refresh command.
  • Determining whether formulas within tables use cell references or field names.
  • Understanding how to use the Slicer feature to streamline data analysis within tables and pivot tables.
  • Using the Table feature in Excel 2007 and later to create charts that expand or contract automatically as your source data changes.
  • Avoiding writing repetitive formulas with Excel’s Data Table feature.
  • Learning how the Table feature can vastly improve the integrity of pivot tables in Excel.
  • Incorporating calculations within or alongside pivot tables.
  • Using Excel’s Custom Views feature to hide and unhide multiple worksheets with ease.
  • Using the Name Manager feature to locate tables within workbooks.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.

Learning Objectives/Why You Should Attend:

  • Explore common data integrity risks the Table feature eliminates.
  • Master the nuances of the Table feature so that you can use it effectively.
  • Use Excel’s Table feature to simplify data analysis.

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 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). .

Pricing and Format Options:

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