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

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.

Field of Study: Computer Software & Applications

Skill level: Basic

Prerequisites: None

Advanced Preparation: None

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Instructor

David Ringstrom
David Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience.... read more.

Course Title Credits Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
10 Productive Excel Features for Accountants (and 3 Timewasters) Webinar 0.25 Any Any Any Webinar On-Demand David Ringstrom $279.00 Register Now
Course Title Credits Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
Delivery Options

Webinars for Banks and Credit Unions

Live Webinar:

INCLUDES 30 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a phone for the audio. You can type and send your questions to the instructor.  And don’t worry if you miss the webinar, you can still view it for up to thirty days after it takes place!

Live Plus Twelve Months OnDemand Playback:

With this option, you will receive the live version, then you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The link will be available to you (and anyone else in the company) for up to twelve months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

Live, Twelve Months OnDemand Playback PLUS Digital Download:

By adding the Digital Download to your order, you will be adding access to make the webinar part of your training library.  You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides as well.  Access to the Digital Download is for the life of your library.

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