Excel Accountant - Benefits Risks of Office 365

Course Description

Learn from Excel expert David Ringstrom, CPA, how the Office 365 version of Excel 2016 differs from previous versions and perpetually licensed versions of Excel 2016. Historically, each version of Excel has been identical for all users, but that’s no longer the case. In this comprehensive course, David discusses updated features and worksheet functions available in the Office 365 version of Excel 2016, shows you step-by-step how to use them, and shares helpful keyboard shortcuts and tips.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 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.

Office 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 Webinar on Excel covers the following Key Topics:

• Deselecting one or more cells from within a selection of cells without having to start over again with the selection process.
• Updating Office 365 to take advantage of recently released features and improvements.
• Mapping geographic data with just a couple of mouse clicks.
• Jump-starting pivot tables by way of the Recommended PivotTables feature in Excel 2013 and later.
• Streamlining the decision-making process with the IFS function in Office 365.
• Exploring the Help menu introduced in Office 365 that provides immediate access to free training resources.
• Understanding the risks and nuances of the AutoSave feature in Office 365.
• Discovering how Office 365 no longer immediately clears the clipboard when you carry out a simple action, such as typing or inserting rows before pasting data.
• Restoring the Workbook Sharing and Track Changes commands that have vanished in certain builds of Office 365.
• Visualizing data with a Funnel chart, which is exclusive to the Office 365 version of Excel 2016.
• Using Microsoft’s free Excel Online service to view and edit spreadsheets that use features from Office 365 that aren’t compatible with other versions of Excel.
• Removing the background from pictures within Microsoft Excel.

You may be interested in the Microsoft Excel Certification: The Complete Excel Essentials!

Learning Objectives

• To recall the benefits and risks of sharing workbooks via OneDrive in Office 365. 
  
• To explore worksheet function evolution.
• To identify the menu where the Recommended PivotTables feature appears in Excel 2013 and later. 
• To describe the MAXIFS function that’s available in certain versions of Excel 2016. 
• To explore missing folders link on Recent Menu.

Recommended For

Who Should Attend?

Webinar Qualifies For

• 2 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
• 2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
• 2 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
• 2 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
• 2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
• 2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01019-22-O)
• 2 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
• 2 CPD Credit of Software and other process controls for Certified Information Technology Professionals (CITP)
• 2 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)
• 2 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
• 2 CPD Credit for CA - ICAEW
• 2 CPD Credit for Chartered Certified Accountants (ACCA)
• 2 CPD Credit for Chartered Accountants - Ireland (CAI)
• 2 CPD Credit for Chartered Accountants - Scotland
• 2 CPD Credit for CPA - Ireland

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