Excel Agility: Sleeper Features and Functions

Live Webinar or Recording

July 8, 2024, 2:00 pm - 3:40 pm Eastern

Credit: CPE: 2, ATATX: 1.5, ATAAA: 1.5, ATAOP: 1.5 (Live Only)

In this presentation, author and Excel expert David H. Ringstrom will bring numerous features and functions to your attention that fly under the radar for many Excel users. The table feature offers tremendous automation and data integrity improvements in any version of Excel, as do dynamic array worksheet functions in Excel 2021 and Microsoft 365. You'll see how to create self-updating stock quotes in Excel, use a better alternative to merged cells, unlock hidden shortcuts, and much more.

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.

Topics typically covered:

• Adding Full Screen View to the Quick Access Toolbar to view more rows in large spreadsheets.
• Managing the external data security warning that may appear when you link external data into Excel spreadsheets.
• Filtering a cleaned-up accounts receivable aging report to display only overdue amounts.
• Streamlining Custom Views by adding a drop-down list to Excel's Quick Access Toolbar.
• Displaying subsets of data dynamically by way of the new FILTER worksheet function.
• Creating custom views that will enable you to display all worksheets in a workbook at once as well as hide/display selected worksheets.
• Streamlining the filtering of lists using the Slicer feature with tables.
• Using Power Query to clean up accounting reports to remove pitfalls like blank rows, merged cells, missing data, and more.
• Assemble a new collection of data by specifying the rows or columns to extract from another data set with the CHOOSEROWS and CHOOSECOLS functions.
• Changing the data type for columns of data within the results grid.
• Using Power Query to clean up accounting reports to remove pitfalls like blank rows, merged cells, missing data, and more.
• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.

Learning objectives:

• Recall the menu in Excel where the Table feature resides.
• Specify which command the Remove Rows command appears on within the Power Query Editor.
• Identify the menu where the Custom Views feature resides.

Level: Intermediate

Format: Live webcast

Instructional Method: Group: Internet-based

NASBA Field of Study: Specialized Knowledge and Applications (2 hours)Program

Prerequisites: Prior experience with Microsoft Excel is recommended.

Advance Preparation: None

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

Level: Basic

Format: Live Webcast

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.

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Event Venue

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