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Excel Accountant: Dynamic Arrays

  • Accountant
  • CPA (CA)
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • IAP
  • QIAL
  • Maryland Tax Prep.
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: November, 2021

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Office Insider Program
    5 mins
  • SORT Function (Office 365 Only)
    8 mins
  • #SPILL! Error (Office 365 Only)
    17 mins
  • FILTER Function (Office 365 Only)
    23 mins
  • #CALC! Error (Office 365 Only)
    30 mins
  • UNIQUE Function (Office 365 Only)
    37 mins
  • Data Validation/FILTER Function
    45 mins
  • Dynamic Data Validation Lists
    49 mins
  • SEQUENCE Function
    55 mins
  • Undoing the Table Feature
    66 mins
  • Spilled Range Operator
    80 mins
  • Dynamic PPMT Function
    93 mins

Course Description

Since its inception, Excel’s recalculation engine has never been revamped. Excel expert David Ringstrom, CPA, introduces webcast participants to an entirely new class of worksheet functions known as dynamic arrays. Available only to Microsoft 365 subscribers, dynamic arrays recalculate traditional formulas faster. They also eliminate the need to use menu commands to sort, filter, and/or remove duplicates from a list of data. You can create formulas that resize themselves automatically, including an amortization table that expands into additional rows when a loan term increases or contracts when a loan term is shortened.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 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.

Microsoft 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 keep up with cutting-edge features in Microsoft 365.

Topics typically covered:

  • Displaying subsets of data dynamically by way of the new FILTER worksheet function.
  • Matching the IPMT and SEQUENCE functions to create a dynamic column of interest paid amounts.
  • Filtering based upon two or more conditions with the FILTER function in Microsoft 365.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Utilizing the PPMT and SEQUENCE functions together to return a dynamic column of principal paid amounts.
  • Preventing dynamic arrays from resizing by using wrapper functions.
  • Nesting dynamic array functions such as SORT and UNIQUE together.
  • Locating documentation and example workbooks to use while exploring dynamic arrays in Microsoft 365.
  • Assigning random numbers to a block of cells by way of the new RANDARRAY function.
  • Crafting self-resizing formulas with the new Spilled Range Operator in Microsoft 365.
  • Sorting lists of data dynamically from elsewhere in a spreadsheet with the new SORT function.
  • Troubleshooting the new #SPILL! error that can arise in certain circumstances with regard to dynamic array formulas in Microsoft 365.

Learning Objectives

  • To recognize a dynamic array function from a list of worksheet functions.
  • To identify the function that returns the principal portion of a single loan payment based on a constant interest rate and constant payments.
  • To recognize the character that represents the Spilled Range Operator.

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 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)
  • 2 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 2 CPD Credit for Certified Information Technology Professionals (CITP)
  • 2 CPE Credit for Certified Internal Auditors (CIA)
  • 2 CPE Credit for Internal Audit Practitioner (IAP)
  • 2 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookeeper
  • 2 CPD Credit for CA - ICAEW
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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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.

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

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Ratings and Review

3.8

14 Ratings

Excellent

3

Very Good

8

Average

1

Poor

1

Terrible

1

MK

Michael Kurek, CFE, CPA (US)

Dec 28th, 2021

Very good walkthroughs of Excel dynamic arrays.

SB

Steven Burtness, CPA (US)

Jun 14th, 2022

Enjoyed the topic

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