Excel Agility - Payroll Analysis Techniques

Live Webinar or Recording

May 10, 2024, 12:00 pm - 1:40 pm Eastern

Credit: CPE: 2, ATAPR: 1.5 (Live Only)

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various payroll-related Excel techniques. Topics covered include contrasting using Flash Fill versus the TEXT function to reformat Social Security Numbers. You'll see how to calculate total payroll and total payroll taxes with the SUMPRODUCT function for data analysis, and understand the nuance of adding up time values in Excel. David will also show how to calculate employee tenure with the DATEDIF function, optimize work schedules with the NETWORKDAYS.INTL function, and applying heat mapping techniques to salary data. He'll also contrast using VLOOKUP in any version of Excel versus XLOOKUP in Excel 2021 and Excel for Microsoft 365 for looking up data from lists. Attendees will gain valuable insights and skills to enhance their Excel proficiency and efficiency.

David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations. 

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Who should attend:

Professionals seeking to use Microsoft Excel more effectively.

• Utilizing the RANDBETWEEN worksheet function to create a series of random numbers.
• Gleaning the nuances of adding time values together in Microsoft Excel.
• Improving the integrity of Excel PivotTables with the Table feature.
• Discovering four different ways to remove data from a PivotTable report.
• Adding rows to a blank PivotTable to create instant reports.
• Using Flash Fill to quickly insert dashes into a column of Social Security or telephone numbers.
• Color-coding the top ten (or however many you wish) amounts within a column of numbers with Conditional Formatting.
• Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates.
• Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
• Removing Conditional Formatting when it’s no longer needed within a spreadsheet.
• Revealing the undocumented DATEDIF function in Excel for determining the number of months or years between two dates.
• Determining how to calculate the last day of the current month, as well as future or prior months, with the EOMONTH function.

• State which XLOOKUP argument causes an alternate value to be displayed in lieu of #N/A.
• Recall the print scale threshold below which a print-out typically becomes difficult to read.
• Name the menu tab that contains the Remove Duplicates feature

Guest Speaker: David H. Ringstrom, CPA - Accounting Advisors Inc.

Level: Basic

Format: Live Webcast

Field of Study: Computer Software & Applications

Aurora Training Advantage 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 website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or [email protected].

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in payroll.

Event Venue

Online