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10 Productive Excel Features for Accountants (and 3 Timewasters) Webinar

November 1, 2023 1:30 pm - 3:30 pm

The top ten techniques will all be shown at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. Differences in the older versions of Excel (2021, 2019, 2016, and earlier) will be discussed during the presentation, as well as detailed handouts. You will also receive an Excel workbook that includes most of the examples used 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 2021, Excel 2019, and so on.

What You’ll Learn

  • Adding rows to a blank pivot table to create instant reports
  • Choosing between custom views within a workbook to hide/display multiple worksheets at once
  • Creating a pivot table to transform lists of data into on-screen reports
  • Creating custom views that will enable you to display all worksheets in a workbook at once as well as hide/display selected worksheets
  • Diagnosing #N/A errors that arise when numbers are stored as text or when text contains extraneous spaces
  • Discovering new worksheet functions available in Excel 2016 and later
  • Displaying alternate results with XLOOKUP by populating the If_Not_Found argument instead of using IFERROR or IFNA
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify
  • Exploring the XLOOKUP worksheet function in Excel 2021 and Microsoft 365
  • Gaining control of long lists of data by filtering instead of sorting
  • Identifying duplicates in a list using Conditional Formatting

Who Should Attend
Practitioners seeking to use Excel more effectively will benefit greatly from this course.