myCPE

Excel Sampler: Speed Tips, What-if Analysis, Filtering 1.5 Credits

Excel Sampler: Speed Tips, What-if Analysis, Filtering 1.5 Credits

  • Rating

    4.8

  • Reviewed on

    January, 2024

  • Subject Area

    Computer Software and Applications

Learning mode

On Demand
  • 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

Learning Objective

  • To apply and create your own keyboard shortcuts to customize Excel
  • To apply and create your own keyboard shortcuts to enable hidden features
  • To identify when to use Excel’s Goal Seek feature versus Solver
  • To define the arguments for the FILTER worksheet function in Microsoft 365

Course Overview

This enlightening webcast presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. David's presentations focus on what many users don't know about Excel but should. This Excel Course Excel sampler presentation spends roughly 30 minutes on Excel Speed Tips--techniques designed to make you more efficient; 30 minutes on What-If Analysis tools that aid with decision making; and 30 minutes on Filtering. Users unaware of filtering spend a lot of time sorting data needlessly and flailing through overwhelming lists of data instead of collapsing lists down to relevant data sets.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the 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 Excel sampler presentation spends roughly 30-minutes on each of the following key topics:

  • Excel Speed Tips--techniques designed to make you more efficient
  • What-If Analysis tools that aid with decision making 
  • Filtering. 

Every technique is demonstrated at least twice: 

  • First, on a PowerPoint slide with numbered steps, and 
  • Second, in the Microsoft 365 version of Excel. 
  • The webinar 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.
  • The webinar also provides an Excel workbook that includes most of the examples used during the webcast.

This online CPE webinar covers following key topics:

  • Avoiding the need to retype data or cumbersome formulas by way of Excel’s Text to Columns command.
  • Avoiding the need to write repetitive formulas using Excel’s Data Table feature.
  • Discovering how to quickly access folders and workbooks, regardless of whether they’re stored on your computer or on a network.
  • Displaying subsets of data dynamically by way of the new FILTER worksheet function.
  • Enabling a hidden keyboard shortcut for toggling the Freeze Panes feature on or off.
  • Enabling Excel’s Solver add-in for more complex what-if analyses.
  • Exploring Excel’s Goal Seek feature, which can be used to solve for a single missing input.
  • Exploring Excel’s Scenario Manager features that enables you to store various sets of inputs, such as best case, worst case, and most likely, without having to replicate worksheets or workbooks.
  • Exploring the Forecast Sheet feature in Excel 2016 and later, which can extrapolate trends based on existing data in your spreadsheets.
  • Gaining control of long lists of data by filtering instead of sorting.
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Learning the basics of Excel’s Solver feature.
  • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
  • Restoring “classic” Print Preview functionality in Excel 2010 and later.
  • Streamlining repetitive tasks by way of Excel’s Quick Access Toolbar.
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Unearthing the key step in being able to format subtotaled cells without affecting hidden rows.
  • Using Excel’s Advanced Filter feature to identify unique items within a list without discarding duplicates.
  • Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets.
  • Using the Summary Report aspect of Scenario Manager to compare different scenarios side by side.
  • Utilizing the SUBTOTAL worksheet function to sum, count, or otherwise tally items within a filtered list.

This enlightening webinar from David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. This webinar is a must for practitioners seeking to use Microsoft Excel more effectively.

Click to access more webinars on Free Ethics | Free CPE Webinars 

On Demand Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Computer Software and Applications for CPA in Canada 1.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01320-22-S) 1 CE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

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MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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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.

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!

About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more

David Ringstrom , CPA (US)

President, EXCEL Accountant

  • 4.6
  • rating
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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.

Reviews and Ratings

out of 5

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SH

Suzanne Harrington, CPA (US)

5

Very helpful course. Q2 on exam refers to Black cells instead of blank cells - typo needs to be corrected.

RP

Robert Phillips, CRTP

5

Good information in this course. I like the way David teaches.

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