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Basic Data Analytics in Excel Workshop Webinar


In this presentation, author and Excel expert David H. Ringstrom, CPA will take you on a journey to master the Excel features that transform the way you handle data, enabling you to expedite tasks and analyze information more effectively. You’ll learn the intricacies of PivotTables, from identifying ideal data sets to refreshing and optimizing your PivotTables with recommended layouts. David will demonstrate the power of sorting—whether by color, custom lists, or other criteria—and how to enhance data analysis through Excel’s advanced sorting features. He will guide you through the nuances of filtering data, adding ad hoc totals, and employing slicers to create dynamic Excel tables. Get ready to dive into the sophisticated world of Excel 2021’s functions like FILTER, SORT, and UNIQUE, and explore how these can revolutionize your data workflows. This session will also cover conditional formatting tricks, the art of removing duplicates, and leveraging structured references with the SUMIF function. Finally, enhance your problem-solving arsenal with an introduction to Excel’s Goal Seek and Solver add-ins, and learn how to streamline text manipulation with the Flash Fill tool. Whether you’re a seasoned professional or new to Excel, this webinar is designed to equip you with the skills to navigate and manipulate data with unprecedented ease and confidence.

David is the author of “Exploring Microsoft Excel’s Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Basic Data Analytics in Excel Workshop – Part 1
May 8, 2024 | 1:30 pm – 3:30 pm CDT
Basic Data Analytics in Excel Workshop – Part 2
May 9, 2024 | 1:30 pm – 3:30 pm CDT
What You’ll Learn

  • Identifying the ideal data formats for streamlining analytical procedures
  • Understanding the Sort feature in Excel for rearranging lists of data
  • Gaining control of long lists of data by filtering instead of sorting
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
  • Streamlining the filtering of lists using the Slicer feature with tables
  • Analyzing your data with artificial intelligence by way of the Analyze Data feature in Excel 2021 and Microsoft 365
  • Identifying duplicates in a list using Conditional Formatting
  • Displaying subsets of data dynamically by way of the FILTER worksheet function
  • Sorting lists of data dynamically from elsewhere in a spreadsheet with the SORT function
  • Removing duplicates from a list with the UNIQUE function
  • Exploring Excel’s Goal Seek feature, which can be used to solve for a single missing input
  • Learning the basics of Excel’s Solver feature

Who Should Attend
This webinar is perfect for professionals across various sectors, including business analysis, accounting, marketing, project management, and anyone eager to leverage Excel’s advanced features to enhance their data analytics and reporting capabilities.