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.