10 Productive Excel Features for Accountants (and 3 Timewasters)

Duration 60 Mins
Level Basic
Webinar ID IQW21C0327

  • Define the arguments used with the VLOOKUP function.
  • Recall the benefits of Excel’s Table feature.
  • State which Conditional Formatting menu contains the Duplicate Values option.

Overview of the webinar

In this presentation Excel expert David H. Ringstrom, CPA cherry-picks 10 of the best features in Excel that can make accountants more productive. He’ll also share 3 common time-wasters that can frustrate accountants and heavy users of Excel. You’ll learn about two key worksheet functions, the benefits of the Table feature, pivot tables for report writing, and managing information overload by filtering. Tame unwieldy workbooks by instantly unhiding all hidden worksheets, and then deploying Excel’s Custom Views feature to enable you to hide/unhide multiple worksheets at once. You’ll see how to build in some insurance against Excel crashes, and quickly identify duplicates within a list. David will also discuss three common timewasters/frustrations in Excel.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. 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.

Who should attend?

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

Why should you attend?

  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Gaining control of long lists of data by filtering instead of sorting.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Adding fields to a blank pivot table to create instant reports.
  • Learning how to use a single line of programming code to unhide all worksheets within a workbook.
  • Creating custom views that will enable you to unhide all worksheets in a workbook at once as well as hide/display selected worksheets.
  • Choosing between custom views within a workbook to hide or unhide multiple worksheets at once.
  • Tweaking Excel’s AutoRecover settings to raise the odds of recovering your work after an Excel crash.
  • Identifying duplicates in a list using Conditional Formatting.
  • Removing Conditional Formatting when it’s no longer needed within a spreadsheet.
  • Overcoming user interface annoyances by making simple adjustments to Excel’s options.
  • Jump-starting data visualization with the Quick Analysis feature.
  • Discovering new worksheet functions available in Excel 2016 and later.

Faculty - Mr.David H. Ringstrom, CPA

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.

His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

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