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Basic Excel® Skills for Accountants (OnDemand Webinar)

$199.00

SKU: 411978EAU Category: Tags: ,

Description

Gain insight into applicable Excel(r) fundamentals that will improve the accuracy and efficiency of your spreadsheets.

In today’s world, accountants and bookkeepers are presented with tons of data on a daily basis. This data has to be summarized and analyzed in many ways. This can be a very daunting task. Excel has many ways to help you manage your data. This presentation will help accountants and bookkeepers manage large amounts of data. It will show you how to use formulas like COUNTIF, SUMIF, and VLOOKUP to help summarize the data. Then, it will discuss specific ways to manage the data using sorts, filters and conditional formatting. The next section of the presentation will show you how to visualize the data with charts. And then, you will learn how to summarize the data in many ways with pivot tables.

Learning Objectives

– You will be able to define sums and counts for each category of data using SUMIF and COUNTIF.
– You will be able to discuss trends of data using charts.
– You will be able to identify any invalid data using data validation or conditional formatting.
– You will be able to review summarizations of data with pivot tables.

Presenter: Tom Fragale, The PC Guy, Inc.
Credits*: CPE
Time of program 100 min, 1 pm ET
Date of program April 3, 2025

 

Inserting Totals Into Lists With a Few Mouse Clicks by Way of Excel’s® SUBTOTAL Function

Learning a Simple Design Technique That Greatly Improves the Integrity of Excel’s® SUM Function

Summing Disparate Sections of a Spreadsheet Quickly With the SUBTOTAL Function

Comparing the AGGREGATE Function in Excel® 2010 and Later to the SUBTOTAL Function Available in All Versions of Excel®

Employing the SUMIF Function to SUM Values Related to Multiple Instances of Criteria You Specify

Using the SUM Function to Drill Through Two or More Worksheets

Using the SUMIF Function to Sum Values Based on Multiple Criteria

Eliminating the Need to Manually Resize Charts When Data Is Added-Automate This With Tables Instead

Avoiding the Need to Write Repetitive Formulas Using Excel’s® Data Table Feature

Managing Cumbersome Lists of Data Using the Table Feature

Removing the Table Feature From a Worksheet If It’s No Longer Needed

Streamlining the Filtering of Lists in Excel® 2013 and Later by Using the Slicer Feature With Tables

Learning How the Table Feature Empowers You to Improve the Integrity of Excel® Spreadsheets

Understanding the Data Integrity Risks Posed by Pivot Tables When Users Add Additional Data to the Original Source List

creditscontent

David H. Ringstrom, CPA-Accounting Advisors, Inc.

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