Limited Period Offer - Get Unlimited Access to 10k+ hours of content with myCPE Prime at $199Subscribe Now

Excel Accountant: Table Feature

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • Maryland Tax Preparer
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

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.
  • Capitalizing on keyboard shortcuts to make navigating within a table easier.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Simplifying formula writing by way of table and field names eliminates the need to activate other worksheets.
  • Determining whether formulas within tables use cell references or field names.
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel.
  • Discovering two different ways to locate tables anywhere within a workbook.

You might be interested in the course Certified Excel Specialists.

Learning Objectives

  • 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.

Recommended For

  • This Online Webinar on Excel is recommended for CPA, CMA, CIA, ACCA, CFE, and Other Accounting, Tax, and Finance prof