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OnDemand Course

Create and Manage an Excel® Database

Learn how to create, analyze, and manage data.

In this topic Excel® Expert David H. Ringstrom, CPA shows you how to leverage one of the most powerful aspects of Microsoft® Excel®: using your spreadsheet as a database. You'll see how organizing your data into discrete lists streamlines spreadsheet management and empowers you to take advantage of powerful features such as Power Query for linking and managing data, and PivotTables for creating self-updating reports. He will take you even farther by illustrating dynamic array formulas in Microsoft 365® to create reports that update themselves in real time. Once you start using Excel® as a database, you won't see spreadsheets the same way again. David demonstrates every technique at least twice: first, on a PowerPoint® slide with numbered steps, and second, in the subscription-based Microsoft 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 program. 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.

Runtime: 89 minutes
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Why Lorman?

Over 33 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.

Agenda

Using Excel®'s Table Feature to Specifically Demarcate Tables of Data Within a Workbook

Simplifying Database Management With Table Names

Linking Data Between Tables With Excel®'s VLOOKUP, XLOOKUP, and SUMIF Functions

Linking Data Between Spreadsheet Tables With Power Query

Creating Self-Updating Reports From Spreadsheet Databases by Using Dynamic Array Functions in Microsoft 365®

Summarizing Data From Spreadsheet-Based Databases With PivotTables in All Versions of Excel®

Linking External Files Into Spreadsheet-Based Database Tables

Using Excel®'s Data Validation Feature to Limit Inputs Within a Database Table

Using Excel®'s Table Feature to Automatically Manage Formulas Within a Database Table

Managing the Security Prompts That Can Appear When You Link External Data Into an Excel® Spreadsheet

Seeing the Chaos That Can Ensue When You Spread Data Across Multiple Worksheets Instead of Encapsulating It Into Lists

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Why Lorman?

Over 33 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 revised on October 14, 2020.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 33 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

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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Why Lorman?

Over 33 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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Product ID: 407843
Published 2020
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