Basic Excel Skills for Accountants

Many accounting professionals are unaware of Excel features and functions that improve spreadsheet accuracy and efficiency. In this presentation, author and Excel expert David Ringstrom, CPA, contrasts the SUM, SUBTOTAL, SUMIF, and SUMIFS functions, along with the Subtotal feature. You'll also learn how to use the Table feature to streamline sifting through lists of data, create self-expanding charts, and PivotTables that have much better integrity.

Topics covered:

• Inserting totals into lists using the Subtotal feature.
• Filtering without filter buttons.
• Using the Table feature to improve spreadsheet integrity.
• Toggling cell lock status with a custom shortcut.
• Creating a filter shortcut on the Quick Access Toolbar.
• Using SUMIF to total values based on a single condition.
• Avoiding repeated formulas using the Data Table feature.
• Preserving formulas using hide and protect options.
• Filtering tables quickly using the Slicer feature.
• Collapsing or expanding worksheet columns or rows with the Group command.
• Formatting subtotals without affecting hidden rows.
• Using the SUM function to drill through multiple worksheets.

Who should attend:

Professionals seeking to use Microsoft Excel more effectively.