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Excel Skills for Accountants (Basic & Advanced) – 2 Part Webinar


Excel Skills for Accountants – Part 1 (Basic)
March 20, 2023, 1:30 pm CDT
In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve their goals.

What You’ll Learn

  • Avoiding creating spreadsheets from scratch: use prebuilt templates or create your own
  • Avoiding the need to write repetitive formulas using Excel’s Data Table feature
  • Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel
  • Eliminating the need to manually resize charts when data is added—automate this with tables instead
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function
  • Jump-starting spreadsheet projects using free, prebuilt templates in Excel
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
  • Learning what steps to take if you can’t open a damaged workbook

Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions

Excel Skills for Accountants – Part 2 (Advanced)
March 31, 2023, 10:00 am CDT
The presentation leads off with disaster recovery techniques, followed by using lookup functions such as VLOOKUP, MATCH/INDEX, and XLOOKUP. The presentation then moves on to using Power Query to automate report clean-up and analysis, and then finishes out with using Excel’s Solver feature to identify two or more transaction amounts that add up to a specific total.

What You’ll Learn

  • Accessing files closed without saving as well as interim back-ups Excel makes while you’re working in a workbook
  • Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP
  • Diagnosing #N/A errors that arise when numbers are stored as text or when text contains extraneous spaces
  • Enabling a workbook-specific setting that will create an automatic back-up of critical workbooks
  • Enabling Excel’s Solver add-in for more complex what-if analyses
  • Exploring the XLOOKUP worksheet function in Excel 2021 and Microsoft 365
  • Filtering cleaned-up accounts receivable aging report to display only overdue amounts
  • Looking up data to the left or right of a given column with XLOOKUP
  • Managing data security prompts that may appear when you link external data into Excel spreadsheets
  • Matching on two or more columns of criteria at once with XLOOKUP
  • Summing results from multiple columns with a single XLOOKUP function nested within a SUM function
  • Tweaking Excel’s AutoRecover settings to raise the odds of recovering your work after an Excel crash

Who Should Attend
Professionals seeking to use Microsoft Excel more effectively.