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Automating Microsoft Excel Formulas and Tasks with the Table Feature

Member price:

$59.00

Your price:

$ 99.00

11/17/2021

11 am PT / 12 pm MT / 1 pm CT / 2 pm ET
*approximate length: 45 minutes to 1 hour

Presenter: David Ringstrom, CPA

In this sweeping presentation Excel expert David Ringstrom, CPA explores the Table feature. This feature offers an astonishing number of automation and data integrity opportunities, all without writing any programming code. Start saving time today by creating charts that resize themselves as you add data; formulas and pivot tables that automatically accommodate expansions of a data set; and get through analytical tasks more effectively and efficiently.

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 (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 session.

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.

Topics Covered:

  • 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
  • Simplifying formula writing by way of table and field names, which eliminates the need to activate other worksheets.
  • Managing cumbersome lists of data using the Table feature
  • Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells
  • Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges
  • Determining whether formulas within tables use cell references or field names
  • Understanding how the Table feature automates formula management within lists
  • Avoiding the need to write repetitive formulas using Excel’s Data Table feature
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
  • Removing the Table feature from a worksheet if it is no longer needed

Learning Objectives:

  • Define the arguments for Excels' VLOOKUP function
  • Identify which versions of Excel permit using slicers with both tables and pivot tables
  • Identify the feature that makes charts expand automatically as you add additional data to the source range

David H. 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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