myCPE

11 Timesaving Worksheet Functions 1.5 Credits 1.5 Credits

Oct 23, 2020, 02:00 PM ET

11 Timesaving Worksheet Functions 1.5 Credits 1.5 Credits

  • Rating

    4.6

  • Published on

    December, 1969

  • Subject Area

    Computer Software and Applications

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Live Webinar
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Oct 23, 2020, 02:00 PM ET

Learning Objectives

  • To define the arguments used with the VLOOKUP function.
  • To recall the character to use with SUMPRODUCT to separate criteria arguments when using the function to sum or count values.
  • To identify how the SUMIFS function returns if a match cannot be found.

Course Overview

    Microsoft Excel offers hundreds of worksheet functions, so how do you know which ones can save you time? In this webinar, Excel expert David H. Ringstrom, CPA, has chosen a selection of worksheet functions that will help you work more efficiently. 

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

  • You will learn how to make decisions with the IF function or streamline complex decision-making with IFS. 
  • Identify the largest or smallest number from a list, either specifically or based up on criteria. 
  • Lookup functions such as VLOOKUP can safe significant amounts of time, but you can go farther with functions like SUMIF, SUMFS, SUMPRODUCT, and XLOOKUP.
  • 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.

Topics covered:

  • Comparing the MIN, SMALL, MAX, and LARGE functions.
  • Comparing two cells directly to return TRUE or FALSE if they’re exactly the same or not without using IF.
  • Diagnosing #N/A errors that arise when numbers are stored as text or when text contains extraneous spaces.
  • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Explaining the new XLOOKUP worksheet function in Microsoft 365.
  • Extending the functionality of the SUMIF function by incorporating wildcard characters within a formula.
  • Identifying situations where VLOOKUP may return #N/A instead of a value.
  • Improving the integrity of spreadsheets by using SUMIF to look up values in a more flexible fashion than VLOOKUP.
  • Incorporating comparison operators within SUMIF to sum numbers based on range criteria, such as greater than, less than, and so on.
  • Incorporating decisions into calculations with Excel's IF function.
  • Learning about the MAXIFS function available in certain versions of Excel.
  • Learning about the MINIFS function available in Excel 2019 and Microsoft 365.
  • Reconstructing spreadsheet data to use VLOOKUP as a better alternative to nesting IF functions.
  • Returning multiple columns of data with XLOOKUP from a single formula by using Microsoft 365's dynamic array functionality.
  • Streamlining the decision-making process with the IFS function in Excel 2019 and Microsoft 365 (formerly Microsoft 365 (formerly Office 365)).
  • Summing results from multiple columns with a single XLOOKUP function nested within a SUM function.
  • Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells.
  • Understanding the risks and complications of nesting too many levels of IF functions.
  • Using the SUMIFS function to sum values based on multiple criteria.
  • Using VLOOKUP to perform approximate matches.
  • Viewing the pros, cons, and limitations of nesting IF functions.

This Webinar is useful for all the tax practitioners, Accountants, CPA to apply excel functions in their practice that saves their time without affecting accuracy.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Certified Public Accountants (CPA-US) 1.5 CPE Approved
CPA in Canada 1.5 CPD Eligible
Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21) 1.5 CE Approved
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21) 1.5 CE Approved
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
License details Credits Status
Certified Public Accountants (CPA-US) 1.5 CPE Approved
CPA in Canada 1.5 CPD Eligible
Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21) 1.5 CE Approved
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21) 1.5 CE Approved
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

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About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more

David Ringstrom , CPA (US)

President, EXCEL Accountant

  • 4.6
  • rating
  • rating
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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

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Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

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After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

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Average (3%)

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KP

Kyle Pockat, CPA (US)

5

I was not familar with conditional formating. I don't think it was available in the early versions of Excel, i.e., pre 2003. Great tool and it makes the spreadsheet so much easier to read. If you work with spreadsheets, you need this course. I had a great experience. I would say a detailed excel conditional formatting course with practical practice files.

GH

Gregory Haas, Others

5

Very well presented course. I learned several new things about Excel. Instructor did an excellent job of presenting material in an easy to understand fashion and at a pace that allowed you to keep up and take notes. He also answered questions and went back over material if someone said they did not fully understand or needed clarification. Well done.

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