Course Description
In this course, author and Excel expert David H. Ringstrom, CPA, will dive into advanced Excel techniques to help you enhance your data analysis skills and streamline your workflow. You’ll learn how to effectively utilize functions like VLOOKUP and INDEX-MATCH for powerful data retrieval, automate repetitive tasks with macros, and leverage pivot tables for insightful reporting. David will also cover essential tips for data validation and error checking, ensuring your spreadsheets are not only efficient but also accurate. Join us for this informative session to unlock the full potential of Excel in your professional toolkit.
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 courses.
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 who want to use Microsoft Excel more effectively.
Level: Intermediate
Topics typically covered:
- Handling asset disposal calculations
- Calculating sum-of-year's digits depreciation with the SYD function
- Adjusting for partial year double-declining depreciation
- Computing straight-line depreciation with the SLN function
- Using LAMBDA to craft a formula for units of production depreciation
- Avoiding creating fixed asset spreadsheets from scratch by using Excel templates
- Adjusting for partial year straight-line depreciation
- Determining declining balance depreciation with the DB function
- Computing variable declining balance depreciation with the VDB function
- Create your own custom worksheet functions without writing any code in Microsoft 365 with the LAMBDA function
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify
- Learning the mouse trick that lets you quickly make a copy of an existing worksheet
Learning objectives:
- Recognize which menu option on Excel's File menu enables you to search for free spreadsheet templates
- Identify the data preparation requirements for analyzing data with a PivotTable
- Define the purpose of the Show Formulas command
Review our course policies and procedures page for further information