Automating Excel Formulas and Tasks with the Table Feature

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$ 99.00

1:00 PM - 2:00 PM CT

Presenter: David H. Ringstrom, CPA

In this comprehensive session, Excel expert David Ringstrom, CPA, digs deep into the Table feature. You’ll be surprised by the numerous opportunities the Table feature offers to vastly improve the integrity of your spreadsheets as well as reduce the maintenance involved with your spreadsheets. You’ll save time going forward by eliminating repetitive tasks as well as crafting set-and-forget formulas that won’t need to be rewritten to accommodate additional data being added to a spreadsheet.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the 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.

Office 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.

Topics Covered:

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

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.

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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