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8 Automation Techniques In Microsoft Excel

5 (1)

David Ringstrom, CPA (US)

Excel Accountant

  • CPA (Canada)
  • CFEs
  • CPA/CITP
  • CPA (US)
  • Tax Preparer

Published: June, 2021

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

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.

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
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Testimonial

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EA

Great webinar. Very useful for all Excel users.