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Video

  • 102 minutes

Advanced Excel® Skills for Accountants

 

Transform overwhelming lists of data into meaningful reports using Excel’s® lookup functions and pivot tables.

Excel® expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s® lookup functions and pivot tables. In this comprehensive video, he reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, and IFNA. You'll also get a preview of the new XLOOKUP function being added to Office 365. Lookup functions are only the start, though. In many cases you're only a few mouse clicks away from transforming overwhelming lists of data into meaningful reports. David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel®.

Runtime: 102 minutes
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Faculty

David H. Ringstrom, CPA

David H. Ringstrom, CPA

Accounting Advisors, Inc.

  • President and owner of Accounting Advisors, Inc. based in Atlanta, Georgia
  • Founded Accounting Advisors in 1991 as a consulting services business, but in 2007, he began teaching for continuing education providers as well; his mission since then has been to offer quality training on Excel® and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements
  • Widely sought after as a webinar speaker on Microsoft® Excel® for both public and in-house engagements
  • His Excel® courses cover the gamut of the features and functions to provide professionals the knowledge they need to work more efficiently and effectively
  • Coined the phrase, "Either you work Excel®, or it works you;" his training sessions focus on what users often don’t know but should know about Microsoft® Excel®
  • His comprehensive yet easy to understand presentations cover Excel® 2016, 2013, 2010, and 2007
  • His webcasts are fast-paced, and he welcomes questions; his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses
  • Co-wrote Idiot’s Guides: Introductory Accounting
  • Current and previous articles include Accounting Web (staff writer); Sleeter Report (blog columnist); Microsoft’s Professional Accountants’ Network; The Successful California Accountant; New Jersey Society of CPAs; Microsoft Office and VBA Developer; Microsoft Small Business Accounting; Inside Lotus 1-2-3; Inside Quattro Pro; Inside FileMaker Pro; Inside Peachtree; Inside QuickBooks
  • Technical editor of more than 34 books, many in the For Dummies® series, including QuickBooks® Simple Start for Dummies; QuickBooks® for Dummies; QuickBooks® All-in-One Desk Reference for Dummies; Quicken for Dummies; Quicken All-in-One Desk Reference for Dummies; Peachtree for Dummies; and .com for Dummies
  • Public speaking includes American Woman’s Society of Certified Public Accountants Atlanta Chapter; Georgia Government Finance Officers Association; Georgia Society of CPAs, North Perimeter Chapter; Georgia Society of CPAs, Southeastern Accounting Show; Georgia Tech’s Center for Manufacturing Information Technology; South Carolina Society of CPAs; and dozens of webinar providers
  • B.B.A. degree in accounting, Georgia State University
  • Can be contacted at Twitter® @excelwriter
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