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8 Automation Techniques in Microsoft Excel

4.6 (389)

David Ringstrom, CPA

Excel Accountant

Tuesday, July 27, 2021 | 01:00 PM EDT

  • CPA Canada
  • CPA/CITP
  • CPA
  • Tax Preparer
  • CFE

1.5 Credits

FREE

Subject Area

Computer Software and Applications

Webinar Qualifies For

1.5 CPE credit of Computer Software & Applications for all CPAs

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 CPE credit for Certified Fraud Examiners (CFEs)

1.5 CPD credit (Verifiable) for Certified Information Technology Professionals (CITP)

1.5 CE credit of Computer Technology for Maryland Tax Preparers

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

In this engaging Online Webinar, Excel expert David H. Ringstrom, CPA covers 8 different ways that you can automate repetitive work in Excel. Automation can be as simple as turning part of your spreadsheet into a table, or more complex such as recording macros or using Power Query. You’ll also see techniques such as Flash Fill and Text to Columns, as well as the often overlooked Custom Lists feature. 

This online CPE webinar covers following key topics:

  • Comparing Center Across Selection to Merged cells for centering text across two or more columns.
  • Eliminating the need to manually resize charts when data is added—automate this with tables instead.
  • Exploring the pros and cons of merging cells in spreadsheets.
  • Linking chart titles to worksheet cells as a step toward a self-updating chart title.
  • Managing data security prompts that may appear when you link external data into Excel spreadsheets.
  • Recording a macro to automate using Center Across Selection.
  • Separating first/last names into two columns without using formulas or retyping.
  • Streamlining repetitive tasks by way of Excel’s Quick Access Toolbar.
  • Streamlining the process of resizing charts after you manually add data.
  • Understanding how the Table feature automates formula management within lists.
  • Using Text to Columns in any version of Excel to quickly separate city, state, and ZIP code into separate columns.

Learning Objectives

  • To compare Center Across Selection to Merged cells for centering text across two or more
  • To streamline the process of resizing charts after you manually add data.
  • To separate first/last names into two columns without using formulas or retyping.

Who Should Attend?

  • Accountant
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  • Bookkeepers & Accountants & Tax Preparers
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  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Testimonial

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    [no_of_record] => 389
    [average] => 4.5913
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4.6

(389)
65%
31%
4%
1%
0%

JATE

A webinar that helps you save time by being more efficient at what you do with Excel. Liked the presentation of David. The platform was very user friendly and the webinar went on without any glitches. Would highly recommend David and myCPE platform.

DN

One thing that no one can disagree with is the sheer knowledge of Excel that David has. Learnt some great tips and tricks. Thanks David and myCPE.

YQ

I am glad I attended this webinar. The knowledge I gained will surely help me a lot in my professional life.

ML

Thank you David and myCPE for bringing to us this wonderful webinar. It has some great automation techniques which are surely going to help me in various facets of life.

DA

To say that the webinar was insightful would be an understatement. To be honest, I did not expect much from the presenter or the platform, but I am glad I was proven wrong.

JR

The way David taught Macros was great and very easy to grasp.