Gain insight into applicable Excel® fundamentals that will improve the accuracy and efficiency of your spreadsheets.
In this comprehensive topic, you will learn applicable Excel® fundamentals that will enable accounting professionals to achieve those goals. Step-by-step, this information demonstrates and explains several alternatives to Excel's® SUM function, including conditional summing; a better alternative to manually hiding/unhiding rows and columns; automating repetitive tasks by way of Excel's® Table feature, including creating self-expanding charts; contrasting the Table feature with Data Tables and PivotTables; helpful keyboard shortcuts; and ways to repair damaged Excel® workbooks. This topic 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®. Your attention is drawn to any differences in the older versions of Excel® (2019, 2016, 2013, and earlier) during this topic. An Excel® workbook is provided that includes most of the examples used. Office 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.
Learning Objectives
- You will be able to identify the benefits of the SUM function.
- You will be able to differentiate the benefits of the Subtotal function.
- You will be able to recognize the benefits of the SUMIF function.
- You will be able to identify Navigation shortcuts in Excel.
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Agenda
Inserting Totals Into Lists With a Few Mouse Clicks by Way of Excel's® SUBTOTAL Function
Learning a Simple Design Technique That Greatly Improves the Integrity of Excel's® SUM Function
Summing Disparate Sections of a Spreadsheet Quickly With the SUBTOTAL Function
Comparing the AGGREGATE Function in Excel® 2010 and Later to the SUBTOTAL Function Available in All Versions of Excel®
Employing the SUMIF Function to SUM Values Related to Multiple Instances of Criteria You Specify
Using the SUM Function to Drill Through Two or More Worksheets
Using the SUMIF Function to Sum Values Based on Multiple Criteria
Eliminating the Need to Manually Resize Charts When Data Is Added-Automate This With Tables Instead
Avoiding the Need to Write Repetitive Formulas Using Excel's® Data Table Feature
Managing Cumbersome Lists of Data Using the Table Feature
Removing the Table Feature From a Worksheet If It's No Longer Needed
Streamlining the Filtering of Lists in Excel® 2013 and Later by Using the Slicer Feature With Tables
Learning How the Table Feature Empowers You to Improve the Integrity of Excel® Spreadsheets
Understanding the Data Integrity Risks Posed by Pivot Tables When Users Add Additional Data to the Original Source List
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last reviewed on November 15, 2023.
Call 1-866-352-9540 for further credit information.
CPE/NASBA - QAS Self Study 2.6 including Computer Software & Applications 2.6
- Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.6 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 2.6 hours. Prerequisite: basic knowledge of general accounting. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. 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.
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Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
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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