Excel Accountant: Creating Error-Free Excel Spreadsheets

4.5 (37)

David Ringstrom, CPA

Excel Accountant

  • CPA Canada
  • CMA
  • CPA
  • Tax Preparer

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Before starting this self study program, please go through the instructional document.

Overview

  • 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.

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.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bank Managers
  • Bookkeeper
  • Chief Accounting Officer
  • Entrepreneurial Accountant
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Preparer
  • Tax Pros

Testimonial

4.5

(37)
59%
30%
8%
3%
0%

JE

Always find new ways of using Excel to speed up my work when I attend these webinars

JE

Always find new ways of using Excel to speed up my work when I attend these webinars

JK

Would take this course again.

TG

learned arrange all thanks!

SS

The webinar was very helpful.

TA

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