Excel Accountant: Intro to Spreadsheets Part 2

5 (1)

David Ringstrom

Excel Accountant

Wednesday, March 24, 2021 | 12:30 PM EST

  • CPA Canada
  • CPA
  • Tax Pros

2 CPE | 2 CPD

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

You’ll gain even more knowledge of Excel spreadsheets in this presentation by David Ringstrom, CPA. He’ll show you more ways to save time working in Excel, such as with pivot tables, charts, and additional features Excel offers. David also will share a variety of techniques, including how to minimize data entry, identify duplicate entries, and more.

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.

Who Would Be Interested in This Course:

Practitioners who wish to expand their knowledge of working with Excel spreadsheets.

Topics Covered:

  • Adding fields to a blank pivot table to create instant reports.
  • Swapping out data within worksheet cells by way of the Replace feature.
  • Contrasting Paste as Values with normal pasting in Excel.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Identifying other cells a formula relies on by way of the Trace Precedents feature.
  • Discovering multiple ways to paste data in Excel.
  • Locating data anywhere within a spreadsheet by way of the Find feature.
  • Separating first/last names into two columns without using formulas or retyping.
  • Learning two different ways to insert or delete rows and columns within a worksheet.
  • Learning how to recover unsaved workbooks in Excel 2010 and later.
  • Building a basic chart within an Excel worksheet.
  • Specifying information that should print at the top and/or bottom of each page of a printout by managing headers and footers.

Learning Objectives

  • To identify how to use Excel’s Text to Columns feature.
  • To define the ideal data to use when creating pivot table reports.
  • To recall how to use Trace Dependents and Trace Precedents while auditing formulas.

Who Should Attend?

  • Finance Pros
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Accounting Practice Owners
  • Finance Director
  • Senior Accountant
  • VP Accounts
  • Accounts Director
  • VP Finance
  • Cloud Accountants
  • Entrepreneurial Accountant
  • Accounting Managers
  • Staff of Accounting Firm
  • Personal Financial Specialist
  • Bookkeepers & Accountants & Tax Preparers
  • Qualified Associate Financial Planner

Testimonial

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SL

This was a great webinar and I have at least take-aways that will cut my time down on spreadsheets in a big way. Like the instructor says, I am one of those CPAs who knows only what I need to know about excel and haven't kept up with the features. This was a great update and I'll be looking for some more! Thanks so much!