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DTSTART;TZID=America/Detroit:20260911T130000
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SUMMARY:(LITE22/27) Five Productive Excel Features for Accountants
DESCRIPTION:Event Description\nMicrosoft 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. \nYou’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. \nTopics 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.  \nObjectives\n• 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.
URL:https://sc.cpa/event/lite22-27-5-productive-excel-features-for-accountants/
CATEGORIES:Livestream
ORGANIZER;CN="David Ringstrom":MAILTO:ask@davidringstrom.com
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DTSTART;TZID=America/Detroit:20260814T130000
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DTSTAMP:20260813T235023Z
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SUMMARY:(LITE21/27) AI for Microsoft Excel
DESCRIPTION:Event Description\nIn this session\, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom explores practical AI-powered features already built into Microsoft Excel that can help you clean up data\, summarize information\, and work more efficiently. Rather than focusing on AI for its own sake\, David demonstrates reliable\, everyday tools such as Flash Fill\, Recommended PivotTables\, Analyze Data\, the Navigation pane\, and Excel Tables that use artificial intelligence to reduce repetitive work and uncover insights more quickly. The session concludes with a brief introduction to Microsoft Copilot’s ability to categorize transactions\, while reserving a deeper exploration of Copilot’s capabilities for a separate presentation devoted entirely to that topic. \n• Jump-starting PivotTables by way of the Recommended PivotTables feature. \n• Exploring worksheets\, ranges\, and objects with quick search and links. \n• Using the Total Row in Excel Tables. \n• Merging text from two or more columns without using formulas or repetitive retyping with Flash Fill. \n• Showing how to pass a text prompt and a cell reference to COPILOT for automated transaction categorization. \n• Separating first/last names into two columns without using formulas or retyping. \n• Creating PivotTables and PivotCharts based upon your data by asking natural language questions. \nObjectives\n• State the functionality that the Flash Fill feature offers. \n• Define the purpose of Excel’s Forecast feature. \n• Recognize the color that dynamic array functions are displayed in within Excel’s formula bar in all cells except the cell where the formulas was entered.
URL:https://sc.cpa/event/lite21-27-ai-for-microsoft-excel/
CATEGORIES:Livestream
ORGANIZER;CN="David Ringstrom":MAILTO:ask@davidringstrom.com
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