Excel is fraught with nuances, especially when working with dates or times. Practitioners are seeking to work more effectively in Microsoft Excel but navigating its functions can be daunting for the average user.
In this practical webinar, you will dig into the gamut of date and time-related functions and features in Excel, and watch real-time demonstrations where you explore various worksheet functions and data entry techniques for managing date inputs. You will also examine the Timeline feature for filtering pivot tables based on date ranges, Conditional Formatting to identify specific dates, Data Validation to enforce data entry requirements for dates and times, and much more.
Upon course completion, you will be able to:
- Distinguish between the NOW function and the TODAY function.
- Build a series of dates using the Fill Series command.
- Filter pivot tables based on date ranges using the Timeline feature.
- Create color-coded date ranges using Conditional Formatting.
- Create rules using Data Validation to ensure dates entered within a cell are greater than or equal to today’s date.
- Calculate past or future dates using the EDATE function, and pair the EOMONTH and SEQUENCE functions to create a dynamic column of period end dates.
Program Level: Intermediate
Field of Study: Computer Software & Applications
Credit Type: Group-Based for the Live Program
This course is eligible for CPE—Live credit only.
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.
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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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