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Advanced Excel Skills for Accountants

4.5 (37)

David Ringstrom, CPA

Excel Accountant

Monday, August 10, 2020 | 11:30 AM EDT

  • CPA Canada
  • CFEs
  • CIA
  • CPA
  • Tax Preparer
  • CMA

1 Credit

$20

Subject Area

Computer Software and Applications

Upcoming Webinars

Course Description

Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions and pivot tables. In this comprehensive presentation, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, and SUMIFS, as well as the new XLOOKUP function in Office 365. Lookup functions are only the start, though. In many cases you're only a few mouse clicks away from transforming overwhelming lists of data into meaningful reports with pivot tables.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based 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.

Office 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: Practitioners who can benefit by using a variety of lookup functions to work more efficiently in Excel.

Topics covered:

  • Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells.
  • Using VLOOKUP to perform approximate matches.
  • Identifying situations where VLOOKUP may return #N/A instead of a value.
  • Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
  • Using the SUMIFS function to sum values based on multiple criteria.
  • Explaining the new XLOOKUP worksheet function being rolled out to Office 365 users.
  • Identifying the ideal data for analysis with Excel’s PivotTable feature.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
  • Adding rows to a blank pivot table to create instant reports.
  • Discovering four different ways to remove data from a pivot table report.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
  • Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature.

Learning Objectives

  • Apply a variety of lookup functions in order to work more efficiently in Excel.
  • Recognize why the INDEX and MATCH combination is often superior to VLOOKUP or HLOOKUP.
  • Contrast pivot tables to lookup functions.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

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(
    [no_of_record] => 37
    [average] => 4.4865
)
 

4.5

(37)
65%
24%
5%
5%
0%

GL

In general, the course is well organized in my opinion, the topics bring together all the necessary functions, and if one has willingness to learn deeper after the course all the other alternative functions will be quite easy to understand and apply. The explanations by David were comprehensible and entertaining along with the examples, so I even did not feel how the overall course was passed and listened with full attention.

CG

Some crucial tips and tricks explained in a very smooth and easy to understand way. I am glad myCPE hosted this webinar. Thank you David and myCPE.

LB

Good webinar.

TS

What sets this webinar apart from the other courses are some of the tricks and points which are hard to come by. A very well packaged webinar presented equally well.

LJ

An insightful session with a very talented presenter. I have been in quite a few webinars hosted by David and it just keeps getting better. Thank you myCPE and David for bringing to us such a wonderful webinar.

OF

It was a rich webinar experience for me. I gained a lot of knowledge which I am sure will help me function better at my job. I am happy that I had selected myCPE. I will recommend it to my colleagues and friends.