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8 Automation Techniques In Microsoft Excel

  • Accountant
  • CPA (CA)
  • CFE
  • CPA/CITP
  • CPA (US)
  • CA - ICAEW
  • ORTP
  • SHRM
  • Maryland Tax Prep.
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: September, 2021

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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

  • Excel Versions
    2 mins
  • Link Chart Title to Worksheet Cell
    10 mins
  • Merge Cells Techniques
    24 mins
  • Manually Running Our New Macro
    35 mins
  • Text to Columns Feature - Addresses
    49 mins
  • Clean A/R Aging with Power Query
    61 mins

Course Description

In this engaging Online Webinar, Excel expert David H. Ringstrom, CPA covers 8 different ways that you can automate repetitive work in Excel. Automation can be as simple as turning part of your spreadsheet into a table, or more complex such as recording macros or using Power Query. You’ll also see techniques such as Flash Fill and Text to Columns, as well as the often overlooked Custom Lists feature. 

This online CPE webinar covers following key topics:

  • Comparing Center Across Selection to Merged cells for centering text across two or more columns.
  • Eliminating the need to manually resize charts when data is added—automate this with tables instead.
  • Exploring the pros and cons of merging cells in spreadsheets.
  • Linking chart titles to worksheet cells as a step toward a self-updating chart title.
  • Managing data security prompts that may appear when you link external data into Excel spreadsheets.
  • Recording a macro to automate using Center Across Selection.
  • Separating first/last names into two columns without using formulas or retyping.
  • Streamlining repetitive tasks by way of Excel’s Quick Access Toolbar.
  • Streamlining the process of resizing charts after you manually add data.
  • Understanding how the Table feature automates formula management within lists.
  • Using Text to Columns in any version of Excel to quickly separate city, state, and ZIP code into separate columns.


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Learning Objectives

  • To compare Center Across Selection to Merged cells for centering text across two or more
  • To streamline the process of resizing charts after you manually add data.
  • To separate first/last names into two columns without using formulas or retyping.

Recommended For

This Online CPE webinar for CPAs is recommended for CPAs, Tax Professionals, SHRM and other HR Professionals who wants to apply special features of Spreadsheets

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Fraud Examiner
  • Certified Information Technology Professionals
  • Certified Public Accountant (CPA)
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1.5 CPD Credit for Certified Information Technology Professionals (CITP)
  • 1.5 CPE Credit for Certified Fraud Examiner (CFE)
  • 1.5 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
  • 1.5 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1.5 PDC Credit for SHRM Professionals (Approval No. 22-T4T3K)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit for Accountant/Bookeeper
  • 1.5 CPD Credit for CA - ICAEW
  • 1.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland

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, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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.

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

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
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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

4.7

6 Ratings

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4

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EA

Emily Albertelli, CPA (US)

Jun 20th, 2021

Great webinar. Very useful for all Excel users.

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