myCPE
myCPE

Excel Accountant: Table Feature 2 Credits

Nov 27, 2024, 10:00 AM ET

Excel Accountant: Table Feature 2 Credits

  • Rating

    4.6
  • Reviewed on

    January, 2024
  • Subject Area

    Computer Software and Applications

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Nov 27, 2024, 10:00 AM ET

Learning Objective

  • To define the arguments for Excel's 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.

Course Overview

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 without 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. 

This Online CPE/CE Webinar on Excel covers the following Key Topics:

  • 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.

You might be interested in the course Certified Excel Specialists.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

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.

About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more
David Ringstrom , CPA (US)

President, EXCEL Accountant

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

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

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

out of 5

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

RG

Rebekah Gallina, CPA (US)

David is one of my favorite people to take CPE with. He is so knowledgeable and I feel like I gain so much relevant information to apply to my work. I look like a rockstar to my colleagues.

SC

Stephanie Cannon, CPA (US)

Would be helpful to see views in different versions of Excel. I am on Mac and my options look different in several areas.

Recommended Courses

Excel for Mac - Speed Tips

Dec 12, 09:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Automating Financial Reporting in EXCEL (Part 2)

Dec 12, 09:30 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • CGMA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Excel Detox: Escape 2-Hour Data Entry Habits in Just 2 Minutes!

Dec 12, 11:30 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Excel Accountant: Dashboards In-Depth

Dec 13, 09:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Excel Detox: Escape 3-Hour Update Time in Just 3 Minutes!

Dec 13, 10:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Automating Financial Reporting in EXCEL (Part 3)

Dec 13, 11:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • CGMA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Add qualification to
view credit details

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months
Subscribed
Greg purchased a subscription.
Subscribed
Yong purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Jane purchased a subscription.
Subscribed
Carol purchased a subscription.
Subscribed
Allison purchased a subscription.
Subscribed
Elizabeth purchased a subscription.
Subscribed
nathaniel purchased a subscription.
Subscribed
Sherry purchased a subscription.
Subscribed
Tracey purchased a subscription.
Subscribed
KENNETH purchased a subscription.
Subscribed
Sarah purchased a subscription.
Subscribed
ELIZABETH purchased a subscription.
Subscribed
Malcolm purchased a subscription.
Subscribed
Tracy purchased a subscription.
Subscribed
Bilal purchased a subscription.
Subscribed
Sendy purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Jerry purchased a subscription.
Subscribed
Ming purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
Steffanie purchased a subscription.
Subscribed
Lynnae purchased a subscription.
Subscribed
Martha purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
Zamig purchased a subscription.
Subscribed
Melissa purchased a subscription.
Subscribed
Valerio purchased a subscription.
Subscribed
Tyler purchased a subscription.
Subscribed
Lance purchased a subscription.
Subscribed
you purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Mercedes purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
JAMES purchased a subscription.
Subscribed
bree purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
nimisha purchased a subscription.
Subscribed
Rohit purchased a subscription.
Subscribed
Gregory purchased a subscription.
Subscribed
Ashley purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Lee purchased a subscription.
Subscribed
Keith purchased a subscription.
Subscribed
Ackerline purchased a subscription.
Subscribed
Kelly purchased a subscription.
Subscribed
Angie purchased a subscription.
Subscribed
Alexandra purchased a subscription.
Subscribed
KENYA purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Chiwou purchased a subscription.
Subscribed
Adil purchased a subscription.
Subscribed
William purchased a subscription.
Subscribed
brian purchased a subscription.
Subscribed
Niels Holger purchased a subscription.
Subscribed
MICHAEL purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Andrew purchased a subscription.
Subscribed
Jenny purchased a subscription.
Subscribed
Wing purchased a subscription.
Subscribed
Teresa purchased a subscription.
Subscribed
Alex purchased a subscription.
Subscribed
LYDIA purchased a subscription.
Subscribed
KAREN purchased a subscription.
Subscribed
Josephine purchased a subscription.
Subscribed
Ken purchased a subscription.
Subscribed
Tyler purchased a subscription.
Subscribed
Karl purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Colleen purchased a subscription.
Subscribed
JAY purchased a subscription.
Subscribed
Hui Voon purchased a subscription.
Subscribed
Asahi purchased a subscription.
Subscribed
Kateryna purchased a subscription.
Subscribed
Tami purchased a subscription.
Subscribed
Darcy purchased a subscription.
Subscribed
Faye purchased a subscription.
Subscribed
Eileen purchased a subscription.
Subscribed
Courtney purchased a subscription.
Subscribed
Shelly purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Payam purchased a subscription.
Subscribed
DEBORAH purchased a subscription.
Subscribed
Trevor purchased a subscription.
Subscribed
Laurie purchased a subscription.
Subscribed
DHARMA purchased a subscription.
Subscribed
CHARLENE purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Timothy purchased a subscription.
Subscribed
Judee purchased a subscription.
Subscribed
Judith purchased a subscription.
Subscribed
Kristin purchased a subscription.
Subscribed
Benedict purchased a subscription.
Subscribed
maria trisha fe purchased a subscription.
Subscribed
Jeanette purchased a subscription.
Subscribed
Annalesia purchased a subscription.
Subscribed
Jamie purchased a subscription.
Subscribed
rayla purchased a subscription.
Subscribed
Brian purchased a subscription.