Mastering Excel for CPAs
You may use Microsoft Excel every day to dig into numbers, but could you be doing more? If you’re looking for ways to save time and streamline your work with Excel, this 7-course self-study package from CCH CPELink will show you how to master the use of pivot tables, manage large spreadsheets, and quickly accomplish repetitive tasks. The on-demand format will allow you to study at your own pace and return to sections if you need to review them. Offering 14 CPE hours in total, this bundle of classes will help you become an Excel pro from the comfort of your own home or office.
Improve your Excel Efficiency with Spreadsheet Expert David Ringstrom, CPA
In this bundle of seven on-demand courses with practice Excel files, Microsoft Excel expert David Ringstrom, CPA will walk you through the basics of using pivot tables to create reports, and he’ll teach you advanced pivot table techniques to maximize your productivity. With 4 CPE hours dedicated to pivot tables, you’ll soon be a master. You’ll also get 2 CPE hours of helpful tips on using time-saving features in Excel as well as 6 CPE hours where David demonstrates how to improve the integrity of large workbooks and save time while working with large spreadsheets.
Excel expert David Ringstrom, CPA, coined the phrase, “Either you work Excel or it works you!” When it comes to large spreadsheets, users often feel stressed in myriad ways. In this beneficial presentation, David demonstrates a number of ways you can manage large spreadsheets with aplomb. His helpful tips enable you to save time, improve the integrity of large workbooks, avoid repetitive tasks, and much more.
This presentation by Excel expert David Ringstrom, CPA, is designed for those who haven’t worked with Excel spreadsheets before or who haven’t used them in several years. He covers spreadsheet basics, different file types you can create, keyboard shortcuts to simplify repetitive tasks, and much more.
This presentation by Excel expert David Ringstrom, CPA, builds on the discussion in part 1 of his two-part series on spreadsheets. You’ll gain exposure to ways you can same time working in Excel, such as with pivot tables, charts, and the Table feature. David also shares a variety of techniques, including how to minimize data entry, identify duplicate entries, and much more.
Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables in this valuable presentation. Pivot tables enable you to easily create reports from complex data simply by using your mouse. He shows you how to initiate a pivot table from a list of data, add fields, dig deeper into the numbers, and much more. In addition, David points out pivot tables traps and shares tricks to help ensure your reports are accurate.
In this presentation, Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables. David explains the PivotTable feature, the Linked Picture feature, the Recommended PivotTables feature, and others. You’ll learn how to create self-updating titles for charts and pivot charts, automate your work using macros, drill down into numbers with a simple double-click, and more.
After this comprehensive webcast presented by Excel expert David Ringstrom, you’ll understand how the Microsoft 365 version of Excel differs from previous versions and perpetual licensed versions of Excel, including Excel 2019. Previously, each major version of Excel was identical for all users, but beginning with Excel 2016, this was no longer the case. Because the Microsoft 365 version is evolving—sometimes monthly—you’ll want to be prepared to deal with frustrations you might encounter as well as capitalize on new features.
Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to create and automate Excel charts in this informative course. He covers several helpful features Excel offers, including the Recommended Charts feature, the Sparkline feature, and the PivotChart feature. In addition, David shows you step-by-step how to avoid repetitive formatting, create self-updating chart titles, summarize data based on a single criterion, and liven up your charts with clip art.
Total: 7 courses (14 CPE hours)
