MYCPE ONE

Excel Accountant Member Exclusive - 10 Productive Excel Features for Accountants and 3 Timewasters

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Conference Overview

In this presentation Excel expert David H. Ringstrom, CPA cherry-picks 10 of the best features in Excel that can make accountants more productive. He'll also share 3 common time-wasters that can frustrate accountants and heavy users of Excel. You'll learn about two key worksheet functions, the benefits of the Table feature, pivot tables for report writing, and managing information overload by filtering. Tame unwieldy workbooks by instantly unhiding all hidden worksheets, and then deploying Excel's Custom Views feature to enable you to hide/unhide multiple worksheets at once. You'll see how to build in some insurance against Excel crashes, and quickly identify duplicates within a list. David will also discuss three common timewasters/frustrations in Excel.


David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 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 2021, Excel 2019, and so on.


Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 1 Computer Software and Applications
Accountant/Bookkeeper/Tax Professionals 1 All
CPA in Canada 1 Computer Software and Applications
CMA 1 All
CWS 1 All
CFIRS 1 All

Sessions

Mar 18th, 2022

Speakers:
Speaker Name
David Ringstrom

President
EXCEL Accountant

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In this CPE session, you'll see the best features in Excel that can make accountants more productive. Also, you'll learn about two key worksheet functions, the benefits of the Table feature, pivot tables for report writing, and managing information overload by filtering. This Excel CPE session will cover the following major topics:


  • Adding rows to a blank pivot table to create instant reports.
  • Choosing between custom views within a workbook to hide/display multiple worksheets at once.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Creating custom views that will enable you to display all worksheets in a workbook at once as well as hide/display selected worksheets.
  • Discovering new worksheet functions available in Excel 2016 and later.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Gaining control of long lists of data by filtering instead of sorting.
  • Identifying duplicates in a list using Conditional Formatting.
  • Jump-starting data visualization with the Quick Analysis feature.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Learning how to use a single line of programming code to unhide all worksheets within a workbook.
  • Overcoming user interface annoyances by making simple adjustments to Excel’s options.
  • Removing Conditional Formatting when it’s no longer needed within a spreadsheet.
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Tweaking Excel’s AutoRecover settings to raise the odds of recovering your work after an Excel crash.
  • Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells.

Learning Objectives

  • Define the arguments used with the VLOOKUP function.
  • Recall the benefits of Excel's Table feature.
  • State which Conditional Formatting menu contains the Duplicate Values option.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Computer Software and Applications for Chartered Professional Accountant in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

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

President
EXCEL Accountant

Mar 18th, 2022

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Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com



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