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 time wasters/frustrations in Excel. 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. 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 2019, Excel 2016, and so on.

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