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Excel Savvy: Implementing the Custom Views Feature
In this presentation, Excel expert David Ringstrom, CPA, shares a variety of ways you can automate your work in Excel by way of the Custom Views feature—one of Excel’s most overlooked features. Step-by-step, David demonstrates how Custom Views allows you to hide and unhide multiple worksheets at once, set a print range for multiple areas of a worksheet, make a single set of data serve multiple purposes, gai..
Excel Savvy: Linked Workbooks
Excel expert David Ringstrom, CPA, discusses the pros and cons of workbook links and walks you through the nuances of creating and working with them. Workbook links allow you to connect one Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages. In his presentation, David also covers how to dramatically improve the integrity of linked workbooks using Microsoft Query instead o..
Excel Savvy: Mastering Advanced Lookup Functions
In this insightful webcast, Excel expert David Ringstrom, CPA, focuses on alternatives to the VLOOKUP function. While many Excel users rely on VLOOKUP for basic lookup functionality, it’s often because they’re unaware of other functions that can enable them to work more efficiently in Excel. David sheds light on what can go awry with VLOOKUP; explains how to future-proof VLOOKUP; and discusses alternative f..
Excel Savvy: Pivot Tables and Pivot Charts
In this webinar, you will learn how to make all of your raw data and quickly turn that data into easy-to-use flexible summary reports using Pivot Tables and Charts. We will start with the basics and built up more complex pivot tables. Many people struggle with how to create Pivot Tables, or maybe they don’t even know what they can do, or maybe they think they are too difficult. I’m going to show you what th..
Excel Savvy: Tips and Techniques for Enhancing Charts
When you participate in this enlightening session, you’ll learn from Excel expert David Ringstrom, CPA, a variety of tips and techniques to help you create and automate your Excel charts. David discusses several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotChart feature, and more. In addition, he explains how to avoid repetitive formatting, ..
Excel Spreadsheet Productivity Tips For Financial Advisors
We’ll explore dozens of financial functions in Excel, how to use them and how to avoid the associated pitfalls. Then we’ll take the results of your calculations and show you how to set up simple dashboards to communicate the results of your analysis. Finally, we’ll introduce you to Excel’s Power Query function and how to leverage it with external data and data sources in Pivot Tables.Excel was built for tho..
Excel Tables and Data Models - Efficiently Managing, Analyzing, & Reporting Your Data
To efficiently manage, analyze, and report in Excel, you need more than traditional ranges of data – you need tables and data models! Two of Excel’s best features about which most users know very little, tables and data models allow you to process large volumes of data into dynamic reports and analytical elements with unsurpassed ease, accuracy, and speed.Far more than just a formatting tool, tables should ..
Excel: Creating Simple Dashboards in Excel
Dashboards are a collection of visual elements that represent reporting on current business data. Just like you look at the dashboard of your car to determine whether you need fuel or oil, a dashboard can help inform key decisions in your everyday business processes. One way to create a reporting tool like this is to use Microsoft Excel. In this session, we’ll learn how to:Create and access multiple data se..
Excel: Managing List-Based Data
If you think that Excel is all about working with numbers, then think again. More and more people are turning to Excel to help them to manage list-based data. Whether it's lists of employees, lists of equipment, lists of training courses, or anything else, Excel contains a whole array of features designed to help you to manage your list-based data.Areas CoveredSorting a list of items into alphabetical, nume..
Excel: Power Query - How to Import and Clean Data Quickly
Do you import data into Excel from other sources (such as CSV files, text files, web pages, databases, or SharePoint)?Does the data that you import need to be "cleaned" before it can be used? (cleaning refers to things like removing duplicate rows, removing blank rows, removing unnecessary columns, converting cases, changing date formats, and more).Do you spend more time than necessary performing data clean..
Exit Interview Toolkit – Starting and Enhancing Your Program
An employee hands in his resignation and walks out the door and with him walks out valuable skills, knowledge, and capabilities. You are sorry to see him leave and you don’t want to lose any more like him. Also walking out is the key to how to keep good employees and how to make your business better than ever. The key is Exit Interviews.Exit Interviews can provide critical information that only leaving empl..
Explore What's New in Ms Office 365’s - Excel 2016/2019
When you have Office365, you automatically get the newest version of Excel. If you are upgrading from Excel 2010 or even an earlier version, then you will see many new changes. The menus have changed, there are new functions, etc. It can be very confusing. This webinar will make the transition seamless and easy. You will see how the menus have changed, the new functions, and the new features.Learning Object..
Exploring Excel: Data Analysis - Automating Excel-Based Financial Statements
In the financial world, information is king. And getting that information as quickly as possible is extremely important. Also, formatting the data into meaningful reports is equally as important. Microsoft Excel is your key to breaking down large amounts of data into meaningful information as quickly as possible. Excel has some built-in functions and tools made just for the financial professional. This webi..
Exploring Excel: Logic Formulas - IF, AND, OR, and Beyond
Microsoft Excel has the possibility of processing your data in many ways with built-in formulas. But, you have to know how to use them. It may be hard to figure out these formulas. This webinar will show you exactly how to utilize the logical formulas and functions in Excel to help you get the most out of your data so you can make meaningful decisions.Areas CoveredIFAndOrNested IFConditional FormattingCondi..
Export Party Responsibilities - USPPI, FPPI, Forwarder, Carrier, Routed Transactions
This training program will discuss why an effective export control program (ECP) consists of many processes that connect, intersect, and overlap. It is vital that employees responsible for export compliance know the requirements of Title 15, CFR, Part 30 and the responsibilities of U.S. parties at the time of export.Areas CoveredForwarder and Carrier ResponsibilitiesRouted Export TransactionsEEI/AES Filing ..