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Excel Sampler: Speed Tips, What-if Analysis, Filtering

  • 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: November, 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
  • Maximize Recent Items Menu
    11 mins
  • Quick Access Toolbar
    18 mins
  • Formatting Subtotals
    30 mins
  • Goal Seek Feature
    43 mins
  • Enabling Excel's Solver Add-in
    55 mins
  • Filter Function
    70 mins

Course Description

This enlightening webcast presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. David's presentations focus on what many users don't know about Excel but should. This Excel Course Excel sampler presentation spends roughly 30 minutes on Excel Speed Tips--techniques designed to make you more efficient; 30 minutes on What-If Analysis tools that aid with decision making; and 30 minutes on Filtering. Users unaware of filtering spend a lot of time sorting data needlessly and flailing through overwhelming lists of data instead of collapsing lists down to relevant data sets.

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.

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.

This Excel sampler presentation spends roughly 30-minutes on each of the following key topics:

  • Excel Speed Tips--techniques designed to make you more efficient
  • What-If Analysis tools that aid with decision making 
  • Filtering. 

Every technique is demonstrated at least twice: 

  • First, on a PowerPoint slide with numbered steps, and 
  • Second, in the Microsoft 365 version of Excel. 
  • The webinar 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.
  • The webinar also provides an Excel workbook that includes most of the examples used during the webcast.

This online CPE webinar covers following key topics:

  • Avoiding the need to retype data or cumbersome formulas by way of Excel’s Text to Columns command.
  • Avoiding the need to write repetitive formulas using Excel’s Data Table feature.
  • Discovering how to quickly access folders and workbooks, regardless of whether they’re stored on your computer or on a network.
  • Displaying subsets of data dynamically by way of the new FILTER worksheet function.
  • Enabling a hidden keyboard shortcut for toggling the Freeze Panes feature on or off.
  • Enabling Excel’s Solver add-in for more complex what-if analyses.
  • Exploring Excel’s Goal Seek feature, which can be used to solve for a single missing input.
  • Exploring Excel’s Scenario Manager features that enables you to store various sets of inputs, such as best case, worst case, and most likely, without having to replicate worksheets or workbooks.
  • Exploring the Forecast Sheet feature in Excel 2016 and later, which can extrapolate trends based on existing data in your spreadsheets.
  • Gaining control of long lists of data by filtering instead of sorting.
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Learning the basics of Excel’s Solver feature.
  • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
  • Restoring “classic” Print Preview functionality in Excel 2010 and later.
  • Streamlining repetitive tasks by way of Excel’s Quick Access Toolbar.
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Unearthing the key step in being able to format subtotaled cells without affecting hidden rows.
  • Using Excel’s Advanced Filter feature to identify unique items within a list without discarding duplicates.
  • Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets.
  • Using the Summary Report aspect of Scenario Manager to compare different scenarios side by side.
  • Utilizing the SUBTOTAL worksheet function to sum, count, or otherwise tally items within a filtered list.

This enlightening webinar from David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. This webinar is a must for practitioners seeking to use Microsoft Excel more effectively.

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Learning Objectives

  • To apply and create your own keyboard shortcuts to customize Excel
  • To apply and create your own keyboard shortcuts to enable hidden features
  • To identify when to use Excel’s Goal Seek feature versus Solver
  • To define the arguments for the FILTER worksheet function in Microsoft 365

Recommended For

This Online Continuing Professional Education Webinar on Excel is recommended for professionals who wants to improve on their efficiency in their respective fields

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Fraud Examiner
  • Certified Information Technology Professionals
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • HR Professionals
  • Human Resources Manager
  • Maryland Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm

Course Qualification

Webinar Qualifies For

  • 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 22-F77YW)
  • 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 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 (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.

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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

  • 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.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • 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.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, 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 continuing education requirement as 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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