Advanced Excel Skills For Accountants CPE Self-Study

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Advanced Excel Skills for Accountants

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.

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.

Webinar Qualifies For

1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit for CPA in Canada
1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)

About Instructor

David Ringstrom, CPA (US)

President, EXCEL Accountant

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Institute of Real Estate Managers
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.4

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Valerie Clay, CPA (US)

1 hour timeframe for Excel tasks is perfect. The 4 hour timeframe on a previous seminar was too long.

Yupin Friedman, CPA (US)

Excellent example; It would be nice to have handout in excel format.

Aileen Yan, CFM, CIA, CMA, CPA (US), EA

very happy to learn new tricks!

Linda Moore, CRMA, CFE, CIA

good tips for using excel!

Abby Trammell, EA student

Great training video

1 Credit

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Subject Area

Computer Software and Applications

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Advanced Excel Skills for Accountants

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

David Ringstrom, CPA (US)

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Valerie Clay, CPA (US)

Yupin Friedman, CPA (US)

Aileen Yan, CFM, CIA, CMA, CPA (US), EA

Linda Moore, CRMA, CFE, CIA

Abby Trammell, EA student

Subject Area

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