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Advanced Excel Skills for Accountants
- Apply a variety of lookup functions in order to work more efficiently in Excel.
- Recognize why the INDEX and MATCH combination is often superior to VLOOKUP or HLOOKUP.
- Contrast pivot tables to lookup functions.
Overview of the webinar
Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions and pivot tables. In this comprehensive presentation, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, and IFNA. You’ll also get a preview of the new XLOOKUP function being added to Microsoft 365. Lookup functions are only the start, though. In many cases you’re only a few mouse clicks away from transforming overwhelming lists of data into meaningful reports.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as 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.
Who should attend?
- Accountants
- CPAs
- CFOs
- Controllers
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Excel Users
- Marketers
- Government Personnel
Why should you attend?
- Adding fields to a blank pivot table to create instant reports.
- Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
- Creating a pivot table to transform lists of data into on-screen reports.
- Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
- Discovering four different ways to remove data from a pivot table report.
- Discovering how to use wildcards and multiple criteria within lookup formulas.
- Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
- Explaining the new XLOOKUP worksheet function being rolled out to Microsoft 365 users.
- Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature.
- Identifying situations where VLOOKUP may return #N/A instead of a value.
- Identifying the ideal data for analysis with Excel’s PivotTable feature.
- Integrating data on web pages into your workbooks and creating automatic links.
- Learning about the IFNA function available in Excel 2013 and later.
- Learning what types of user actions can trigger #REF! errors.
- Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need.
- Summarizing data from Access databases with pivot tables, even if you don’t have Microsoft Access installed.
- Transforming numbers stored as text into values by way of the Text to Columns wizard.
- Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells.
- Using the HLOOKUP function to look horizontally across rows in any version of Excel.
- Using the MATCH function to find the position of an item in a list.
- Using the SUMIFS function to sum values based on multiple criteria.
- Using VLOOKUP to perform approximate matches.
- Utilizing Excel’s IFERROR function to display alternate values when VLOOKUP returns an error.
Faculty - Mr.David H. Ringstrom, CPA
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.
David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.
His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.