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Excel Accountant: Breaking Down Formulas

  • CPA (CA)
  • CMA
  • CPA (US)
  • Tax Preparer

Published: July, 2020

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  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

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

Course Qualification

Webinar Qualifies For

  • 2 CE Credit of Computer Software and Applications for Tax Professionals
  • 2 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Management Accountants (CMA)

Presenter

About Presenter

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

About Company

Excel Accountant

www.excel-accountant.com

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

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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