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, in addition to 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 Excel 2016. You will identify differences in Excel 2013, 2010, or 2007, and will receive detailed handouts. You will also receive an Excel workbook that includes the examples presented during the webinar.
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.
You will learn how to:
- Simplify formula writing by way of table and field names, which eliminates the need to activate other worksheets
- Streamline filtering of lists in Excel 2013 and later by using the Slicer feature with tables
- Future-proof VLOOKUP by using Excel’s Table feature versus referencing static ranges
- Determine whether formulas within tables use cell references or field names
- Apply different filter settings with just a couple of mouse clicks using the Custom Views feature
- Avoid the need to write repetitive formulas using Excel’s Data Table feature
- Improve the integrity of spreadsheets with Excel’s VLOOKUP function
- Automate using the Table feature for formula management within lists
- Use the Table feature to empower you to improve the integrity of Excel spreadsheets
- Improve the integrity of pivot tables by utilizing the Table feature in Excel
- Use two different ways to locate tables anywhere within a workbook
- Minimize a data integrity risk within pivot tables by way of Excel’s Table feature
Upon course completion, you will be able to:
- Identify common data integrity risks that the Table feature eliminates
- Identify the nuances of the Table feature so you can use it effectively
- Apply Excel’s Table feature to simplify data analysis
Advance Preparation: None
Program Level: Intermediate
Credit Type: QAS Self-Study credit (Please note that to receive Self-Study credit you will need to complete a final exam after viewing the webinar.)
NASBA Field of Study: Computer Software & Applications (2 hours)
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||Live|
|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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