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Live Webinar

90-minute live streaming program
  • January 31
  • 1:00 - 2:30 pm EST

Taming Wild Excel Spreadsheets

January 31

Save time, improve the integrity of large workbooks, and avoid repetitive tasks.

Excel® expert David Ringstrom, CPA, coined the phrase, “Either you work Excel® or it works you.” When it comes to large spreadsheets, users often feel stressed in myriad ways. In this beneficial material, the speaker demonstrates a number of ways you can manage large spreadsheets with aplomb. His helpful tips enable you to save time, improve the integrity of large workbooks, avoid repetitive tasks, and much more. The speaker 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®. He draws your attention to any differences in the older versions of Excel® (2019, 2016, 2013, and earlier) during the topic as well as in his detailed handouts. He also provides an Excel® workbook that includes most of the examples he uses during the webcast. 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 describe four different ways to remove data from a pivot table report.
  • You will be able to identify how to use custom views to manage the hidden or visible status of columns, rows, worksheets, print settings, and more.
  • You will be able to explain the INDIRECT worksheet function to create simpler summary spreadsheets.
  • You will be able to review the watch window feature to monitor and navigate key worksheet cells.

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Why Lorman?

Over 32 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

Discovering Four Different Ways to Remove Data From a Pivot Table Report

Using the SUMIFS Function to Sum Values Based on Multiple Criteria

Contrasting the Index and Match Combination to VLOOKUP or HLOOKUP

Exploring How the Indirect Worksheet Function Can Automate Pulling Values From a Group of Individual Worksheets

Using VLOOKUP to Perform Approximate Matches

Integrating Data on Web Pages Into Your Workbooks and Creating Automatic Links

Utilizing Excel's® IFERROR Function to Display Alternate Values When VLOOKUP Returns an Error

Learning What Types of User Actions Can Trigger #Ref! Errors

Using the SUMIFS Function to Sum Values Based on Multiple Criteria

Utilizing Excel's® IFERROR Function to Display Alternate Values When VLOOKUP Returns an Error

Performing Dual Lookups, Which Allow You to Look Across Columns and Down Rows to Cross-Reference the Data You Need

Using the SUMIFS Function to Sum Values Based on Multiple Criteria

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More Program Information

Why Lorman?

Over 32 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

Live Webinar Registration

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.5
     
  • This course has been preapproved by the International Association of Administrative professionals for 1.5 recertification point(s).
     
  • CPE 1.8 including Computer Software & Applications 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a 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: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 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 1.8 hours. Prerequisite: basic knowledge of business financials. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure 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. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     

Who should attend?

This live webinar is designed for business owners and managers, supervisors, associates, administrative professionals, analysts, bookkeepers and accountants.

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Why Lorman?

Over 32 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 32 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.

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Product ID: 405143
Published 2020
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