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Excel Accountant: Breaking Down Formulas

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David Ringstrom, CPA

Excel Accountant

  • CPA Canada
  • CMA
  • CPA
  • Tax Preparer

Published: July, 2020

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

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

Overview

  • Formula Bar is Expandable
    2 mins
  • Viewing Two Worksheets at Once
    5 mins
  • Color-Coded Formulas
    12 mins
  • Evaluate Formulas
    18 mins
  • N Function
    30 mins
  • Copy/Paste Formula Code
    47 mins
  • Use In Feature
    58 mins
  • Table Feature
    67 mins
  • Remove Table Feature From Worksheet
    80 mins
  • Trace Error Command
    86 mins
  • Types Of Formula Errors
    91 mins
  • Sumproduct/IsError
    98 mins

Course Description

In this comprehensive presentation, Excel expert David H. Ringstrom, CPA, shows you various ways to make sense of complicated formulas. Sometimes your formulas can grow out of control, or, more likely, you’ve inherited spreadsheets from others that you’re to take ownership of. You’ll have many tricks at your disposal to quickly decipher even the most complex Excel formulas after this on-demand webcast..

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 Would Be Interested in This Course:

Practitioners seeking to gain better control over complicated worksheet formulas in Excel.

Topics Covered:

  • Auditing portions of a formula by using the F9 key to temporarily convert part of a formula to a value.
  • Determining whether it’s safe to edit or delete a cell by way of the Trace Dependents feature.
  • Displaying all formulas in a worksheet at once with the Show Formulas feature.
  • Giving yourself more room to work by expanding the formula bar when needed.
  • Identifying other cells a formula relies on by way of the Trace Precedents feature.
  • Leveraging Excel’s color coding to detect cells related to a formula, especially in Excel 2013 and later.
  • Making copies of formulas safely to provide you with a fallback position.
  • Shortening worksheet names, even temporarily, to make formulas easier to comprehend.
  • Stepping through formulas in slow motion with the Evaluate Formulas feature.
  • Utilizing keyboard shortcuts to identify precedent and dependent worksheet cells.
  • Utilizing the FORMULATEXT function in Excel 2013 and later to display a formula from one cell in another cell.
  • Utilizing the New Window and Arrange Windows commands to view two different worksheets simultaneously.

Learning Objectives

  • Apply Excel’s IFERROR function to compensate for temporary situations where a formula may return an error.
  • List the benefits of using range names.
  • Define how to display all formulas in a worksheet at once with the Show Formulas feature.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • 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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JO

The way the instructor shows the step by step in screenshots and then performs an example really helps the learning process.