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Excel Accountant: Table Feature

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

Overview

  • Table Feature
    2 mins
  • Data Table - Two Variables
    11 mins
  • Undoing the Table Feature
    16 mins
  • Managing Table Styles
    19 mins
  • Slicers with Tables (Excel 2013+)
    32 mins
  • Filtering Data with Custom Views
    38 mins
  • Locate Tables Within a Workbook
    44 mins
  • Paste Table as Raw List
    50 mins
  • VLOOKUP Introduction
    59 mins
  • SUMIF Introduction
    69 mins
  • In-Cell Drop-Down Lists
    74 mins
  • SUM/OFFSET functions
    93 mins

Course Description

In this sweeping presentation Excel expert David Ringstrom, CPA explores the Table feature. This feature offers an astonishing number of automation and data integrity opportunities, all with out writing any programming code. Start saving time today by creating charts that resize themselves as you add data; formulas and pivot tables that automatically accommodate expansions of a data set; and get through analytical tasks more effectively and efficiently.

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 seeking to use Microsoft Excel more effectively by way of the Table feature, as well as anyone looking to improve the integrity of their spreadsheets.

Topics covered:

  • Eliminating the need to manually resize charts when data is added—automate this with tables instead.
  • Minimizing a data integrity risk within pivot tables by way of Excel’s Table feature.
  • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
  • Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Creating an in-cell list by way of Excel’s Data Validation feature, and then automating the addition of new items with a table.
  • Using the SUMIF function to summarize data based on a single criterion.
  • Capitalizing on keyboard shortcuts to make navigating within a table easier.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Simplifying formula writing by way of table and field names, which eliminates the need to activate other worksheets.
  • Determining whether formulas within tables use cell references or field names.
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel.
  • Discovering two different ways to locate tables anywhere within a workbook.

Learning Objectives

  • To define the arguments for Excels' VLOOKUP function.
  • To identify which versions of Excel permit using slicers with both tables and pivot tables.
  • To identify the feature that makes charts expand automatically as you add additional data to the source range.

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

4.6

(7)
57%
43%
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JLS

The instructor did a great job covering the material.

JT

Quite satisfactory