Event Description

Microsoft Excel contains hundreds of commands, but only a handful can dramatically improve the way accountants organize, summarize, and analyze data. In this fast-paced session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates five of his favorite Excel productivity features that can help you work more efficiently and avoid common spreadsheet frustrations.

You’ll learn how to filter data more quickly, transform ordinary lists into dynamic Excel Tables, summarize thousands of rows with PivotTables, retrieve information with XLOOKUP, and create interactive reports with slicers. Rather than simply demonstrating commands, David explains when each feature is most valuable so you can confidently apply these techniques to your own spreadsheets.

Topics covered:
• Filtering data quickly with keyboard shortcuts and custom Quick Access Toolbar buttons. 
• Converting lists into Excel Tables for dynamic filtering, totals, and automatic expansion. 
• Creating and customizing PivotTables to summarize large datasets. 
• Filtering Excel Tables visually with slicers. 
• Replacing older lookup functions with XLOOKUP, including returning multiple columns with a single formula. 

Objectives

• Identify techniques for filtering and restoring filtered data more efficiently. 
• Recognize the advantages of converting data ranges into Excel Tables. 
• Create PivotTables to summarize and analyze data. 
• Apply XLOOKUP to retrieve one or more related values from a list.