Streamline your workflow with advanced automation and visualization tools that turn complex inventory data into clear, actionable insights.
Unlock the full potential of your spreadsheets and streamline your operations with the course Inventory Tracking in Excel. Led by David Ringstrom, CPA, this training is designed to help you overcome common software frustrations and ensure that you work Excel, rather than letting it work you. By moving away from inefficient, brute-force methods, you will learn to utilize sophisticated tools that automate data transformation, enhance analysis, and simplify complex tasks.
This course guides you through a progression of powerful features found in Microsoft 365, focusing on practical techniques to manage data effectively. You will start by mastering data extraction and cleaning, move through advanced formulas for decision-making, and finish with automation techniques.
Specific topics covered in this course include:
By the conclusion of this presentation, you will have a solid understanding of how to connect to data, visualize operations, and automate your workflow. Whether you are managing inventory lists or complex financial reports, these skills will enable you to navigate Excel with confidence and efficiency.
CPA, Author, Professional Excel Spreadsheet Trainer and Consultant
David H. Ringstrom, CPA, is the author of Microsoft 365 Excel for Dummies, and a nationally recognized instructor who has taught over 2,500 live webinars. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase 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. David has authored or co-authored 10 books, including Exploring Microsoft Excel's Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
