Streamline your operations by mastering data automation and analysis tools to transform complex tasks into efficient workflows for smarter decision-making.

Unlock the full potential of your spreadsheets and stop letting the software push you around with the course Operations Management Techniques in Excel. Led by expert David Ringstrom, CPA, this course is designed to transition users from brute-force manual data entry to efficient, automated operations management. Whether you are an accountant or a business professional in any field, you will learn how to overcome common obstacles in Excel and establish workflows that save time and reduce errors.
This comprehensive training moves beyond basic spreadsheet usage, focusing on the specific tools and techniques required to manage operations effectively. You will discover how to streamline data extraction, automate repetitive cleaning tasks, and utilize advanced analysis features to make data-driven decisions. By mastering these techniques, you ensure that you are controlling Excel, rather than letting it control you.
Key topics covered in this course include:
By the end of this course, you will possess a robust toolkit for handling complex data operations, allowing you to summarize, visualize, and forecast with confidence.

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.