Agile Excel: Basic Excel Skills for Accountants (Video) (Course Id 2547)

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.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Video - NASBA QAS - NASBA Registry - 2547

Course Learning Objectives

• Select the formula that would drill through multiple sheets to add up a cell as well as automatically include any new sheets added later.
• Recall the menu in Excel where the Table feature resides.
• Recognize valid filtering options in Excel.

Chapter 1 - Agile Excel: Basic Excel Skills for Accountants

Chapter 1 Review Questions

Key Terms