Spreadsheet Skyscrapers vs. Spreadsheet Sprawl

Welcome to myCPE

Learning Objectives

Appending data from two or more worksheets into a self-updating consolidated list with Power Query.
Comparing transposing wide reports versus unpivoting the report.
Configuring Power Query queries to update automatically in the most efficient manner possible.
Creating a self-updating list of worksheets in any workbook with Power Query.
Eliminating total rows after unpivoting data in Power Query.
Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.
Exploring the Queries & Connections task pane that shows data connections used within a given workbook.
Graphing the relationship between how difficult spreadsheet tasks become as workbooks gain ever more worksheets and worksheets gain ever more columns.
Introducing the Power Query feature in Excel.
Making the same edits on multiple worksheets at once by grouping worksheets.
Navigating purposefully through worksheets by way of clickable hyperlinks.
Navigating through workbooks and identifying non-blank worksheet cells with the Navigation task pane in Microsoft 365.

Course Description

In this webinar, David demonstrates how to avoid spreadsheet sprawl by reorienting your data into skyscrapers. Typically, spreadsheet users arrange data horizontally across columns, which can complicate data analysis in Excel. David illustrates how to reorganize existing spreadsheets by utilizing the Unpivot feature in Power Query to orient data vertically instead of horizontally, which opens up a range of Excel features to enhance your productivity.

Excel expert David H. Ringstrom demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016, 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 course.

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 2021, Excel 2019, and so on.

This CPE course on Excel covers the following topics:

The Price of Spreadsheet Sprawl
Workbook Statistics Feature (Excel 2016+)
Hide and Unhide Worksheets
Group Worksheets
INDIRECT Function
INDIRECT with Monthly Worksheets
Drill Through Worksheets
Navigation Task Pane (Microsoft 365)
List of Worksheets With Power Query
Creating a Workbook Index
Creating Hyperlinks to the Index
Unpivot Columns with Power Query
Cleaning Up Power Query Results

Webinar Qualifies For

2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
2 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit of Computer Software and Applications for CPA in Canada
2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
2 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
2 CPD Credit for Chartered Accountant - ICAEW
2 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
2 CPD Credit for Chartered Accountants - Scotland
2 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for CPA - Ireland
2 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
2 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

David Ringstrom, CPA (US)

President, EXCEL Accountant

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

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

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 through its website: www.NASBARegistry.org.

Ratings and Review

4.6

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Louis Digiovine, CPA (US)

Another great webinar from this instructor. This one was full of great timesaving tips and tricks. Worth it no matter your level of Excel expertise.

Otishia Pinson, Accountant/Bookkeeper/Tax Professionals, CPA (US)

A lot of great material. Have to go back and practice everything.

Victoria Payne, CPA (US)

Very informative

Cheng Chen, CPA (US)

Great course.

Daniel Araya, CPA (US)

good content

2 Credits

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Computer Software and Applications

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Spreadsheet Skyscrapers vs. Spreadsheet Sprawl

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

David Ringstrom, CPA (US)

Other Details

Additional Information

2 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.6

Louis Digiovine, CPA (US)

Otishia Pinson, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Victoria Payne, CPA (US)

Cheng Chen, CPA (US)

Daniel Araya, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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