Automating Microsoft Excel Formulas and Tasks with the Table Feature

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Course Description

In this comprehensive course, Excel expert David Ringstrom, CPA, goes deep into the Table feature, which was first introduced in Excel 2007. The Table feature offers numerous opportunities to vastly improve the integrity of your spreadsheets as well as reduce the maintenance involved with your spreadsheets. In short, it's a hidden automation feature in Excel that can help you save time and avoid frustration.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 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 course.

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.

Who should attend:
Practitioners seeking to use Microsoft Excel more effectively by way of the Table feature, as well as anyone looking to improve the integrity of their spreadsheets.

Level: Basic

Topics covered:

  • Avoiding the need to write repetitive formulas using Excel’s Data Table feature
  • Determining whether formulas within tables use cell references or field names
  • Discovering two different ways to locate tables anywhere within a workbook
  • Eliminating the need to manually resize charts when data is added—automate this with tables instead
  • Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
  • Managing cumbersome lists of data using the Table feature
  • Minimizing a data integrity risk within pivot tables by way of Excel’s Table feature
  • Removing the Table feature from a worksheet if it’s no longer needed
  • Simplifying formula writing by way of table and field names, which eliminates the need to activate other worksheets
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables

Learning objectives:

  • Identify common data integrity risks that the Table feature eliminates
  • Recall the nuances of the Table feature so you can use it effectively
  • Apply Excel’s Table feature to simplify data analysis

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