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11 Timesaving Excel Features

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • ACCA
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: March, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Custom views - Multipurpose worksheets
    3 mins
  • Streamlining custom views
    11 mins
  • Tables conflict with custom views
    18 mins
  • Heat mapping salaries
    32 mins
  • Text to column feature - Addresses
    52 mins
  • Automatic backup of key excel workbooks
    72 mins

Course Description

In this presentation, Excel expert David Ringstrom, CPA shares with you 10 different features in Excel that can frequently save you time. Create multi-purpose worksheets with custom views, use the Table feature to speed through working with lists of data, and use Conditional Formatting to draw attention to selected data. Eliminate repetitive data entry work with the Flash Fill, Text to Columns, and Custom Lists features. You’ll also see how to work in two places in the same workbook at the same time, automatically back-up key workbooks automatically, and email PDF versions of spreadsheets with a single keystroke or mouse click.

Topics covered:

  • Color-coding the top ten (or however many you wish) amounts within a column of numbers with Conditional Formatting.
  • Formatting certain words within a column of text with Conditional Formatting.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Managing cumbersome lists of data using the Table feature.
  • Removing Conditional Formatting when it’s no longer needed within a spreadsheet.
  • Removing the Table feature from a worksheet if it’s no longer needed.
  • Separating first/last names into two columns without using formulas or retyping.
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Streamlining the process of printing spreadsheets to PDF format.
  • Transforming a column of salaries into an instant heat map by way of Excel’s Conditional Formatting feature.
  • Utilizing the New Window and Arrange Windows commands to view two different worksheets simultaneously.

This Webinar is useful for all the tax practitioners, Accountants, CPAs who apply excel functions in their practice as it can help save their time without affecting accuracy.

Learning Objectives

  • To recall the benefits of Excel's Table feature.
  • To describe the Slicer feature in Excel
  • To recognize the Conditional Formatting feature that enables you to create a heat map

Recommended For

  • To recall the benefits of Excel's Table feature.
  • To describe the Slicer feature in Excel
  • To recognize the Conditional Formatting feature that enables you to create a heat map

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bank Managers
  • Bookkeeper
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Finance Pros
  • Innovation Manager/Director
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Firm
  • Tax Managers
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
  • 1.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit of Computer Software and Applications for Certified Valuation Analyst (CVA)
  • 1.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 1.5 CPE Credit of Computer Software and Applications for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit for CA - ICAEW
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland
  • 1.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1.5 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 1.5 CPD Credit of Software and other process controls for Certified Information Technology Professionals (CITP)
  • 1.5 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 1.5 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)
  • 1.5 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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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.

Presenter

About Presenter

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

About Company

Excel Accountant

www.excel-accountant.com

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from Excel Accountant website.

  • 40+ Courses
  • 80+ hours of Interactive Videos
  • All CPE Approved Courses
  • Unlimited Access to the Entire Library
  • Exclusively designed for Accounting, Finance & Tax Professionals

Faq

FAQs content

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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.5

23 Ratings

Excellent

14

Very Good

8

Average

0

Poor

1

Terrible

0

SS

Scott Swenson, CPA (US)

Mar 15th, 2022

Seemed out of date for my version of Excel.

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