www.concordeducations.com Open in urlscan Pro
192.124.249.108  Public Scan

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Effective URL: https://www.concordeducations.com/Product/details/70050?utm_source=Dec06_70005_RAdler_Jan13&utm_campaign=70005_TP&utm_medium=Respo...
Submission: On February 22 via manual from NL — Scanned from NL

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              <a href="https://www.concordeducations.com/Refund" style="font-weight:bolder;" target="_blank"><i class="fa fa-share"></i>&nbsp;Refund Policy</a>
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Advanced Excel Skills for Accountants


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OPTION INFORMATION

David Ringstrom

President, Accounting Advisors, Inc.

Training made by Speaker


David H. Ringstrom, CPA, is an author and nationally recognized instructor who
teaches scores of webinars each year. His Excel courses are based on 25 years of
consulting and teaching experience. David’s mantra is "Either you work Excel, or
it works you," so he focuses on what he sees users don’t, but should, know about
Microsoft Excel. His goal is to empower you to use Excel more effectively.

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Schedule
March 14, 2022 || 01:00 PM ET / 10:00 AM PT
Duration
60 Mins
Level
Intermediate
Webinar ID
70050
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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 presentation, David 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 Microsoft 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 Microsoft 365 (formerly known as Office
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 webcast.

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.





Why Should You Attend

 » Apply a variety of lookup functions in order to work more efficiently in
Excel.
 » Recognize why the INDEX and MATCH combination is often superior to VLOOKUP or
HLOOKUP.
 » Contrast pivot tables to lookup functions.

Areas Covered in the Session

 » Adding fields to a blank pivot table to create instant reports.
 » Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
 » Creating a pivot table to transform lists of data into on-screen reports.
 » Determining which refresh commands in Excel update a single pivot table
versus all pivot tables in a workbook.
 » Discovering four different ways to remove data from a pivot table report.
 » Discovering how to use wildcards and multiple criteria within lookup
formulas.
 » Distinguishing the differences among pivot table-related menus in Excel 2013
and later versus older versions of Excel.
 » Employing the SUMIF function to sum values related to multiple instances of
criteria you specify.
 » Explaining the new XLOOKUP worksheet function being rolled out to Microsoft
365 users.
 » Filtering data within pivot tables in Excel 2010 and later by way of the
Slicer feature.
 » Identifying situations where VLOOKUP may return #N/A instead of a value.
 » Identifying the ideal data for analysis with Excel’s PivotTable feature.
 » Integrating data on web pages into your workbooks and creating automatic
links.
 » Learning about the IFNA function available in Excel 2013 and later.
 » Learning what types of user actions can trigger #REF! errors.
 » Performing dual lookups, which allow you to look across columns and down rows
to cross-reference the data you need.
 » Summarizing data from Access databases with pivot tables, even if you don’t
have Microsoft Access installed.
 » Transforming numbers stored as text into values by way of the Text to Columns
wizard.
 » Understanding how the VLOOKUP function allows you to look up data instead of
having to manually reference individual cells.
 » Using the HLOOKUP function to look horizontally across rows in any version of
Excel.
 » Using the MATCH function to find the position of an item in a list.
 » Using the SUMIFS function to sum values based on multiple criteria.
 » Using VLOOKUP to perform approximate matches.
 » Utilizing Excel’s IFERROR function to display alternate values when VLOOKUP
returns an error.

Who Will Benefit 
 » Accountants
 » CPAs
 » CFOs
 » Controllers
 » Income Tax Preparers
 » Enrolled Agents
 » Financial Consultants
 » IT Professionals
 » Auditors
 » Human Resource Personnel
 » Bookkeepers
 » Excel Users
 » Marketers
 » Government Personnel



David Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who
teaches scores of webinars each year. His Excel courses are based on 25 years of
consulting and teaching experience. David’s mantra is "Either you work Excel, or
it works you," so he focuses on what he sees users don’t, but should, know about
Microsoft Excel. His goal is to empower you to use Excel more effectively.




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