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Excel’s Table feature offers numerous opportunities to vastly improve the integrity of spreadsheets and reduce spreadsheet maintenance. In his exceptional webcast, Excel instructor David Ringstrom, CPA, provides a top-to-bottom overview of the Table feature and shares valuable tips and techniques to help you best utilize it. Step-by-step, David explains how to eliminate repetitive tasks, capitalize on keyboard shortcuts, simplify formula writing, manage cumbersome lists of data, and more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based 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:
- Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
- Avoiding the need to write repetitive formulas using Excel’s Data Table feature.
- Removing the Table feature from a worksheet if it’s no longer needed.
- Filtering multiple lists on a single worksheet using the Table feature.
- Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
- Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
- Discovering two different ways to locate tables anywhere within a workbook.
- Pasting a table as a raw list elsewhere in a workbook.
- Controlling options that determine whether or not tables automatically expand when data is added adjacent to the table.
- Understanding how the Table feature automates formula management within lists.
- Determining whether formulas within tables use cell references or field names.
- Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
- Simplifying formula writing by way of table and field names, which eliminates the need to activate other worksheets.
- Eliminating the need to manually resize charts when data is added—automate this with tables instead.
- Building a dynamic range name to enable the referential integrity of a table, while eliminating frustrating conflicts that tables can pose.
Learning Objectives/Why You Should Attend:
- Identify the data integrity improvement the Table feature adds to VLOOKUP.
- Recognize the command that enables you to resize the list a pivot table is based on.
- Recall the locations where the Filter command appears in Excel’s menu interface.
- 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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