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Excel expert David Ringstrom, CPA, reveals the new features offered in Excel 2019 in this enlightening webcast. Many users choose not to update every time a new version is released, so David highlights new features added in Excel 2013 and 2016 as well. He shares ways you can benefit from the new capabilities if you’re already using Excel 2019, or the presentation could help you determine if you should move from an earlier version to Excel 2019. In addition, David compares Excel 2019 to the subscription-based Microsoft 365 (formerly known as Office 365) version of Excel, which, unlike perpetually licensed products such as Excel 2019, sometimes evolves as often as monthly.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. David draws your attention to any differences in the older versions of Excel (2016, 2013, and earlier) during the presentation as well as in his detailed handouts. You’ll also discover some features only available in Microsoft 365 but not in Excel 2019. 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 about the MAXIFS function available in certain versions of Excel.
- Learning about the MINIFS function available in Excel 2019 and Microsoft 365.
- Streamlining the decision-making process with the IFS function in Microsoft 365.
- Replacing unwieldy nested IF formulas with the SWITCH function in Excel 2019 and later.
- Modernizing tasks that involve combining text with the CONCAT function in Excel 2019 and later.
- Joining text together with spaces or other characters with the TEXTJOIN function in Excel 2019 and later.
- Surfacing hidden Excel commands instantly by way of the Tell Me feature in Excel 2016 and later.
- Illustrating financial statements with the Waterfall chart in Excel 2016 and later.
- Using Box and Whisker charts in Excel 2016 and later to show data by quartiles and identify outliers.
- Using the Treemap chart in Excel 2016 and later to visualize data based on relative size.
- Using the Sunburst chart in Excel 2016 and later for displaying hierarchical data in a circular chart.
- Visualizing data with a Funnel chart in Excel 2019 and Microsoft 365.
- Exploring the Forecast Sheet feature in Excel 2016 and later, which can extrapolate trends based on existing data in your spreadsheets.
- Learning the benefits and risks of sharing workbooks via OneDrive in Microsoft 365.
- Restoring the Workbook Sharing and Track Changes commands that have vanished in certain builds of Microsoft 365.
- Previewing the dynamic arrays functionality being rolled out over a series of months in Microsoft 365.
Learning Objectives/Why You Should Attend:
- Identify the chart form in Excel 2019 and Microsoft 365 that displays data geographically.
- Recognize a Dynamic Array function from a list of worksheet functions.
- Define the purpose of the Forecast feature in Excel 2016 and later.
- 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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