Excel Explained: Payroll Analysis Webinar

If you work with payroll data, you’€™ll benefit from learning how many Excel features and functions can improve the accuracy and efficiency of payroll-related tasks. In this comprehensive presentation, Excel expert David Ringstrom, CPA, explains: mathematics for employee timesheets, date and time formatting, conditional formatting to highlight HR requirements, password protection for sensitive payroll files and worksheets, salary information formatting, using pivot tables for HR reporting and analysis tasks, and more.

David demonstrates every technique 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. 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.

Covered Topics

  • Adding rows to a blank pivot table to create instant reports.
  • Calculating a series of semimonthly dates by way of the IF and EOMONTH worksheet functions.
  • Color-coding the top ten (or however many you wish) amounts within a column of numbers with Conditional Formatting.
  • Computing the due dates for semimonthly federal payroll tax deposits by using the CHOOSE and WEEKDAY functions.
  • Determining how to calculate the last day of the current month, as well as future or prior months, with the EOMONTH function.
  • Determining the previous Friday when payroll dates fall on a weekend by using the IF and WEEKDAY functions.
  • Discerning the nuance involved in making pivot tables present data in tabular form.
  • Discovering four different ways to remove data from a pivot table report.
  • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.
  • Employing pivot tables to pull random sets of employee names, such as for drug testing.

Who Should Attend?

Payroll professionals who wish to learn practical Excel fundamentals to improve the accuracy and efficiency of payroll production.

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.

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Related Topics

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 TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Excel Explained: Payroll Analysis0.25 Any AnyWebinarSix Month On-Demand Recording David Ringstrom$295.00 Register Now
Excel Explained: Payroll Analysis0.25 Any AnyWebinarCD-ROM Video Recording David Ringstrom$345.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) 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 telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player 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 weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. 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 and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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