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Basic Excel Skills For Accountants

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

The topic is also scheduled as live webinar on the following dates

Nov 11, 2021 | 12:30 PM EDT Register

Overview

  • Smarter SUM Formulas
    3 mins
  • SUBTOTAL Function
    14 mins
  • Subtotal Feature
    20 mins
  • SUMIF Function
    31 mins
  • Table Feature Total Row
    44 mins

Course Description

Many accounting professionals are unaware of Excel’s many features and functions they can implement to improve the accuracy and efficiency of their spreadsheets. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve those goals. Step-by-step, David demonstrates and explains: alternatives to Excel's SUM function, including conditional summing; a better alternative to manually hiding/unhiding rows and columns; automating repetitive tasks by way of Excel's Table feature, contrasting the Table feature with Data Tables, and ways to repair damaged Excel workbooks.

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

Office 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.

Who should attend: Professionals seeking to use Microsoft Excel more effectively.

This online webinar covers key topics:

  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Using the SUM function to drill through two or more worksheets.
  • Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function.
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
  • Unearthing the key step in being able to format subtotaled cells without affecting hidden rows.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Customizing table styles in Excel.
  • Managing cumbersome lists of data using the Table feature.
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Removing the Table feature from a worksheet if it’s no longer needed.
  • Avoiding the need to write repetitive formulas using Excel’s Data Table feature.
  • Learning what steps to take if you can’t open a damaged workbook.


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Learning Objectives

  • To define the argument within Excel's SUBTOTAL function that sums columns or rows.
  • To identify which versions of Excel permit using slicers with both tables and pivot tables.
  • To demonstrate knowledge of the Open and Repair command in Microsoft Excel.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

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