In this practical webinar, Excel expert, David Ringstrom, CPA, digs deep into the Table feature. You’ll be surprised by the numerous opportunities the Table feature offers to vastly improve the integrity of your spreadsheets, as well as reduce the maintenance involved with your spreadsheets. You’ll save time going forward by eliminating repetitive tasks, as well as crafting set-and-forget formulas that won’t need to be rewritten to accommodate additional data being added to a spreadsheet.
You will see each technique demonstrated 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. You will also receive an Excel workbook that includes most of the examples
used during the webinar.
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.
You will learn how to:
- Improve the integrity of spreadsheets with Excel’s VLOOKUP function.
- Apply different filter settings with just a couple of mouse clicks using the Custom Views feature.
- Create an in-cell list by way of Excel’s Data Validation feature, and then automate the addition of new items with a table.
- Automate formula management within lists using the Table feature.
- Minimize a data integrity risk within pivot tables by way of Excel’s Table feature.
- Improve the integrity of pivot tables by utilizing the Table feature in Excel.
- Remove the Table feature from a worksheet if it’s no longer needed.
- Avoid the need to write repetitive formulas using Excel’s Data Table feature.
- Simplify formula writing by way of table and field names, which eliminates the need to activate other worksheets.
- Manage cumbersome lists of data using the Table feature.
Upon course completion, you will be able to:
- Identify common data integrity risks that the Table feature eliminates.
- Recall the nuances of the Table feature so you can use it effectively.
- Apply Excel’s Table feature to simplify data analysis.
Who Should Attend: Practitioners seeking to use Microsoft Excel more effectively by way of the Table feature, as well as anyone looking to improve the integrity of their spreadsheets.
Advance Preparation: None
Program Level: Intermediate
Field of Study: Computer & Software Applications (2 hours)
Format: Live Webcast
Credit Type: Self-Study credit.(Please note that to receive Self-Study credit you will need to complete a final exam after viewing the
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.
|Credit||Value||Field of Study||Format|
|CPE||2||Computer Software & Applications||On-Demand/Recording|
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CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.
Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.
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