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Course Details

Overview of Topics

  • Place Titles in a Single Row

    4 mins
  • Refer Directly to the Source

    11 mins
  • Smarter SUM Formulas

    24 mins
  • SUMIF Function

    39 mins
  • Creating a Lock Cell Shortcut

    44 mins
  • Worksheet Protection

    50 mins

Course Description

In this comprehensive presentation, you’ll learn a variety of techniques and tricks you can use to create spreadsheets that are free of errors. Excel expert David Ringstrom, CPA, demonstrates how to implement Excel features and functions, such as hide and protect features, the Conditional Formatting feature, the VLOOKUP function, the SUBTOTAL function, and others. In addition, he discusses how to preserve key formulas, perform dual lookups, create self-updating report titles, and more.

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 wish to learn how to create error-free Excel spreadsheets. 

Topics covered:

  • Preserving key formulas using hide and protect features.
  • Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Improving the integrity of many Excel features by placing column headings within a single row instead of spanning two or more rows.
  • Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Mastering the IFERROR function to display alternate values in lieu of a # sign error.
  • Using Conditional Formatting to identify unlocked cells into which data can be entered.
  • Removing Conditional Formatting when it’s no longer needed within a spreadsheet.

Webinar Qualifies for

  • 1 CPE credit of Computer Software & Applications for all CPAs
  • 1 CPD credit (Verifiable) for Canadian CPAs
  • 1 General Educational credit for Tax Professionals/Bookkeepers/Accountants

Learning objectives

  • To identify the argument(s) required by the IFERROR function.
  • To define the argument within Excel’s SUBTOTAL function that sums columns or rows.
  • To recall Conditional Formatting for identification of unlocked cells into which data can be entered.

About Presenter

David Ringstrom, CPA

President,Excel Accountant

david@acctadv.com

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

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from Excel Accountant website.

  • 40+ Courses
  • 80+ hours of Interactive Videos
  • All CPE Approved Courses
  • Unlimited Access to the Entire Library
  • Exclusively designed for Accounting, Finance & Tax Professionals

Review Questions

  • Question 1 : 00:15
  • Question 2 : 00:30
  • Question 3 : 00:45
  1. While writing cell reference in excel spreadsheet when you press F4, it creates which one of the following?
  2. When you apply subtotal formula, it will specifically exclude which one of the following?
  3. Which one of the following is the benefit of the VLOOKUP formula in the opinion of the speaker?
  1. Which function is used to place titles in a single row?
  2. Which function is used to view two worksheets at once?
  3. What IFERROR function allows us to do?
  4. Which one of the following function allows us to ease the complexion where we might want to add up multiple amounts such as payroll amounts in the opinion of the speaker?
  5. From which tab you can protect the entire worksheet?

FAQ

  • myCPE self-study courses are online.
  • The self-study format allows you to access the material online 24/7 and study at your own pace.
  • As per NASBA guidelines, you have one year from date of registration to complete each program.
  • Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
  • Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
  • These are Live recorded presentations converted into Self Study (On-Demand Videos).

Refund/Cancellation Policy

  • For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
  • Please email to   help@my-cpe.com  in case of any self study program queries.

Reviews

4.3
(23)
52%
30%
13%
4%
0%
  • TA
    Thom Arnsperger , CPA
    Nov 13th 2020
    Pretty Good - First On demand, so I wasn't (and still not comfortable with all the instructions and I'm not sure if I did everything correctly). 1 point is that I don't think my version of EXCEL backs up the same way as describes (it backs-up automatically to our 1 drive. Still after 20yrs using EXCEL I learned a few very good tricks
TA
Thom Arnsperger , CPA
Pretty Good - First On demand, so I wasn't (and still not comfortable with all the instructions and I'm not sure if I did everything correctly). 1 point is that I don't think my version of EXCEL backs up the same way as describes (it backs-up automatically to our 1 drive. Still after 20yrs using EXCEL I learned a few very good tricks
TA
Thom Arnsperger , CPA
Pretty Good - First On demand, so I wasn't (and still not comfortable with all the instructions and I'm not sure if I did everything correctly). 1 point is that I don't think my version of EXCEL backs up the same way as describes (it backs-up automatically to our 1 drive. Still after 20yrs using EXCEL I learned a few very good tricks
TA
Thom Arnsperger , CPA
Pretty Good - First On demand, so I wasn't (and still not comfortable with all the instructions and I'm not sure if I did everything correctly). 1 point is that I don't think my version of EXCEL backs up the same way as describes (it backs-up automatically to our 1 drive. Still after 20yrs using EXCEL I learned a few very good tricks
TA
Thom Arnsperger , CPA
Pretty Good - First On demand, so I wasn't (and still not comfortable with all the instructions and I'm not sure if I did everything correctly). 1 point is that I don't think my version of EXCEL backs up the same way as describes (it backs-up automatically to our 1 drive. Still after 20yrs using EXCEL I learned a few very good tricks
KC
Krista Cooper , Bookkeeper
I had issues with answering the questions. My computer would not allow me to click on any answers. The above questions really don't apply to me as I just wanted to "audit" the webinar. I am not actively using Excel but wanted to improve my skills.

NASBA Approved

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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.

On-Demand Webinars

IRC 199A: 2 YEARS IN – KEY OVERLOOKED PLANNING INITIATIVES
Wednesday, November 11, 2020 View Details/Register
PASSIVE LOSS ISSUES WITH SCHEDULE K-1S
Wednesday, November 11, 2020 View Details/Register
IRS TAX PRACTICE & PROCEDURE INTRODUCTION
Friday, November 06, 2020 View Details/Register
BEST TAX RETURN WORKSHOP ON Partnerships & LLCs (FORM 1065) - 2020 UPDATES
Friday, November 06, 2020 View Details/Register
ITEMIZED DEDUCTION UPDATES - WITH EXAMPLES & CASE STUDIES
Thursday, November 05, 2020 View Details/Register
COVER YOUR ASSETS: FRAUD AND INTERNAL CONTROLS
Monday, November 02, 2020 View Details/Register
HOW TO ANALYZE YOUR CLIENT’S TAX SITUATION
Monday, November 02, 2020 View Details/Register
BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S) - 2020 Updates
Friday, October 30, 2020 View Details/Register
IRS PENALTIES, ABATEMENTS, AND REASONABLE CAUSE
Wednesday, October 28, 2020 View Details/Register
YELLOW BOOK BOOT CAMP - NFP AND GOVERNMENTAL ACCOUNTING & AUDITING UPDATE
Wednesday, October 28, 2020 View Details/Register
IS IT DEDUCTIBLE: COMMONLY ASKED IRS DEDUCTIONS (UPDATED 2020)
Wednesday, October 28, 2020 View Details/Register
YELLOW BOOK BOOT CAMP – INTRODUCTION TO NFP AND GOVERNMENTAL ACCOUNTING & AUDITING
Monday, October 26, 2020 View Details/Register
Ethics for Wyoming CPAs
Friday, October 09, 2020 View Details/Register
CPA & ACCOUNTANTS: WHAT YOU SHOULD KNOW ABOUT CREDIT CARD SURCHARGING & IT'S LEGALITY
Thursday, October 22, 2020 View Details/Register
WORK WELL REMOTE: BOUNDARIES FOR BETTER HABITS
Wednesday, October 21, 2020 View Details/Register
  • Cost $10
  • CPE Credits 1
  • CPD Credits 1
  • Subject Area Computer Software and Applications
  • Course Level Basic
  • Instructional Method QAS Self Study
  • Prerequisites None
  • Advanced Preparation None
  • Published Date November 02 ,2020
  • Who should attend? Tax Attorney Bookkeeper Accountant Accounting Firm Tax Pros Tax Firm Tax Accountant (Industry) Tax Director (Industry) Accounting Practice Owners Senior Accountant Accounts Director Chief Accounting Officer Entrepreneurial Accountant Bank Managers Tax Managers Accounting Managers Tax Preparer Staff of Accounting Firm
  • Handout Material Download
  • Key Terms Download

On-Demand Webinars

IRC 199A: 2 YEARS IN – KEY OVERLOOKED PLANNING INITIATIVES
Wednesday, November 11, 2020 View Details/Register
PASSIVE LOSS ISSUES WITH SCHEDULE K-1S
Wednesday, November 11, 2020 View Details/Register
IRS TAX PRACTICE & PROCEDURE INTRODUCTION
Friday, November 06, 2020 View Details/Register
BEST TAX RETURN WORKSHOP ON Partnerships & LLCs (FORM 1065) - 2020 UPDATES
Friday, November 06, 2020 View Details/Register
ITEMIZED DEDUCTION UPDATES - WITH EXAMPLES & CASE STUDIES
Thursday, November 05, 2020 View Details/Register
COVER YOUR ASSETS: FRAUD AND INTERNAL CONTROLS
Monday, November 02, 2020 View Details/Register
HOW TO ANALYZE YOUR CLIENT’S TAX SITUATION
Monday, November 02, 2020 View Details/Register
BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S) - 2020 Updates
Friday, October 30, 2020 View Details/Register
IRS PENALTIES, ABATEMENTS, AND REASONABLE CAUSE
Wednesday, October 28, 2020 View Details/Register
YELLOW BOOK BOOT CAMP - NFP AND GOVERNMENTAL ACCOUNTING & AUDITING UPDATE
Wednesday, October 28, 2020 View Details/Register
IS IT DEDUCTIBLE: COMMONLY ASKED IRS DEDUCTIONS (UPDATED 2020)
Wednesday, October 28, 2020 View Details/Register
YELLOW BOOK BOOT CAMP – INTRODUCTION TO NFP AND GOVERNMENTAL ACCOUNTING & AUDITING
Monday, October 26, 2020 View Details/Register
Ethics for Wyoming CPAs
Friday, October 09, 2020 View Details/Register
CPA & ACCOUNTANTS: WHAT YOU SHOULD KNOW ABOUT CREDIT CARD SURCHARGING & IT'S LEGALITY
Thursday, October 22, 2020 View Details/Register
WORK WELL REMOTE: BOUNDARIES FOR BETTER HABITS
Wednesday, October 21, 2020 View Details/Register