Excel Skills: 14 CPE hours (Currently Unavailable)

In this on-demand course, Excel expert David H. Ringstrom, CPA shows you how to create dynamic accounting reports for any month of the year on a single worksheet. Many users set out to build a worksheet for each month of the year, which can be cumbersome to revise. Instead David will show you how to use functions like VLOOKUP, OFFSET and SUMIF together to quickly create accounting reports that toggle to any reporting period with just a couple of mouse clicks. The session also demonstrates effective ways to export data from your accounting package so that you can create a set-and-forget link to your accounting data in Excel. David’s materials cover Excel 2016, 2013, 2010, and 2007. When applicable, some slides include alternate instructions for Excel 2003. In this presentation, he demonstrates techniques in Excel 2010, as he finds it’s presently the version most widely utilized by Excel users. David’s detailed handouts serve as reference tools you can fall back on after completing one of his courses. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

David H. Ringstrom, CPA will present numerous techniques that he relies on to improve the integrity of spreadsheets that he builds for himself and others. This session will empower you with simple ways to avoid introducing errors into your own workbooks. David’s materials cover Excel 2016, 2013, 2010, and 2007. When applicable, some slides include alternate instructions for Excel 2003. In this presentation, he demonstrates techniques in Excel 2010, as he finds it’s presently the version most widely utilized by Excel users. David’s detailed handouts serve as reference tools you can fall back on after completing one of his courses. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

Many users rely on VLOOKUP for basic look-up functionality in spreadsheets, but are often unaware of ways to improve the integrity of this venerable function. In this session Excel expert David H. Ringstrom, CPA introduces the VLOOKUP function, and then quickly goes beyond the basics. Discover what can go awry with VLOOKUP, how to future-proof the function, and explore alternatives such as MATCH/INDEX, SUMIF, SUMIFS, SMALL/LARGE, MIN/MAX, and OFFSET.

Thanks to the success of our popular Excel Speed Tips presentation, Excel expert and CPA David H. Ringstrom has developed a follow-up session packed with even more ways to save time and effort in Excel. Remember, either you work Excel, or it works you! David’s materials cover Excel 2016, 2013, 2010, and 2007. When applicable, some slides include alternate instructions for Excel 2003. In this presentation, he demonstrates techniques in Excel 2010, as he finds it’s presently the version most widely utilized by Excel users. David’s detailed handouts serve as reference tools you can fall back on after completing one of his courses. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

Are there Excel tasks that are taking you way too long? This course will help you quickly accomplish certain tasks by teaching you ways to improve your efficiency, such as how to quickly filter data, streamline repetitive tasks, use keyboard shortcuts, and access folders and workbooks easily. Excel expert, David Ringstrom, CPA, demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.