Excel Accountant: Nuances

David Ringstrom, CPA

Excel Accountant

  • CPA
  • TAX PROS
  • CMA
  • CPA(Canada)

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

Overview

  • AutoRecover Spreadsheets4 mins
  • Fill Series11 mins
  • Split Worksheet20 mins
  • Table Feature26 mins
  • Sparklines Feature (Excel 2010+)49 mins
  • Quick Access Toolbar64 mins
  • Double-Click to Skip the OK Button80 mins
  • Duplicating Multiple Worksheets84 mins
  • Worksheet Navigation Shortcuts89 mins
  • Office 365 Shared Workbooks96 mins
  • Threaded Comments (Office 365)103 mins

Course Description

Do you often run into subtle obstacles when working in Excel? If yes, then this course is certainly for you. We bring here a solution focusing on the Nuances and quirks of MS Excel with one of the eminent Excel Expert David Ringstrom, CPA. Many-a-times we face problems when the other person shares an Excel workbook in a newer version. David will explain you on how to overcome these obstacles, which will assist the users in working more efficiently in Excel.

David, will demonstrate each technique at least twice, firstly vide a step-wise PowerPoint presentation and secondly in a subscription-based MS Office 365 version of Excel and also he will draw your attention to differences in the older versions of Excel (i.e. 2019, 2016, 2013, etc)in his presentation and detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

David brings it to your attention on the subscription-based product 'Office 365' which provides new feature updates as often as monthly as against the perpetual licensed versions of Excel such as Excel 2019, Excel 2016, and so on, which does not update and include latest features.

Learning Objectives

  • To recognize that some features may only work in the latest version of Excel but not in older versions
  • To recall how to apply keyboard shortcuts and mouse actions to overcome default features or behaviors in Excel
  • To identify which feature can lock certain rows at the bottom of the Excel window
  • To choose the disabling features in the Excel worksheet and using the Function-key F2 to toggle Enter and Edit modes
  • To recall on building of Pivot Table and using the undocumented DATEDIF Function and the Used Range Function

Who Should Attend?

  • Enrolled Agent
  • Finance Pros
  • Accountant
  • CFO/Controller
  • Others
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Accounting Practice Owners
  • Senior Accountant
  • VP Accounts
  • VP Finance
  • Chief Accounting Officer
  • Entrepreneurial Accountant
  • Tax Managers
  • Tax Preparer
  • Staff of Accounting Firm