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SUMMARY:(LITE23/27) Mastering XLOOKUP: Modern Lookup Techniques in Excel
DESCRIPTION:Event Description\nXLOOKUP has become Excel’s premier lookup function\, replacing many of the limitations of VLOOKUP and HLOOKUP while introducing capabilities that were previously difficult or impossible to achieve. In this practical session\, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates how to use XLOOKUP confidently to retrieve information\, solve common lookup challenges\, and build more reliable spreadsheets. \nYou’ll learn how to choose the appropriate match mode\, replace older lookup functions\, look up values in any direction\, perform approximate and multi-criteria lookups\, and troubleshoot common errors. Throughout the session\, David explains not only how each technique works\, but also when it provides the greatest advantage in real-world accounting and business scenarios. \nTopics covered:• Understanding XLOOKUP’s match modes and replacing older lookup functions. • Looking up values to the left\, horizontally\, and by approximate or partial matches. • Performing multi-criteria lookups and handling common lookup errors. • Using XLOOKUP in Excel Tables and returning multiple values with a single formula. • Choosing modern lookup techniques that simplify spreadsheet design and maintenance.  \nObjectives\n• Identify the advantages of XLOOKUP over older Excel lookup functions. • Apply different XLOOKUP match modes to solve common lookup scenarios. • Build lookup formulas that return one or more related values. • Troubleshoot and refine XLOOKUP formulas for more reliable results.
URL:https://sc.cpa/event/lite23-27-mastering-xlookup-modern-lookup-techniques-in-excel/
CATEGORIES:Livestream
ORGANIZER;CN="David Ringstrom":MAILTO:ask@davidringstrom.com
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DTSTART;TZID=America/Detroit:20261113T130000
DTEND;TZID=America/Detroit:20261113T135000
DTSTAMP:20260807T045218Z
CREATED:20260807T045218Z
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UID:10007332-1794574800-1794577800@sc.cpa
SUMMARY:(LITE24/27) Building Better PivotTables in Excel
DESCRIPTION:Event Description\nPivotTables are among Excel’s most powerful reporting tools\, but small setup and design choices can determine whether the results are useful\, confusing\, or incomplete. In this practical session\, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates how to build PivotTables that summarize detailed data clearly\, adapt to changing questions\, and remain accurate as source data evolves. \nYou’ll learn how to identify data that is suitable for PivotTable analysis\, create and arrange a basic PivotTable\, add fields to reveal different perspectives\, and focus reports with filters and slicers. David also explains how to refresh PivotTables when source data changes and how to audit the results so that attractive summaries do not conceal missing or incomplete information. \nRather than treating PivotTables as a one-click reporting feature\, this session shows how to move from raw data to a flexible\, trustworthy summary that you can confidently use in accounting and financial reporting workflows. \nTopics covered• Identifying source data that is properly structured for PivotTable analysis.• Creating a PivotTable from a data range.• Arranging fields to build a useful summary.• Adding columns to compare information across categories or periods.• Filtering PivotTable results and using slicers for visual report control.• Refreshing PivotTables when source data changes.• Auditing PivotTables to identify omitted or incomplete source data. \n  \n  \nObjectives\n• Identify characteristics of data that is suitable for PivotTable analysis.• Create and arrange a PivotTable to summarize detailed records.• Apply filters and slicers to focus PivotTable reports.• Refresh and audit PivotTables to maintain accurate results.
URL:https://sc.cpa/event/lite24-27-building-better-pivottables-in-excel/
CATEGORIES:Livestream
ORGANIZER;CN="David Ringstrom":MAILTO:ask@davidringstrom.com
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DTSTART;TZID=America/Detroit:20261211T130000
DTEND;TZID=America/Detroit:20261211T135000
DTSTAMP:20260807T044112Z
CREATED:20260807T044112Z
LAST-MODIFIED:20260807T044112Z
UID:10007298-1796994000-1796997000@sc.cpa
SUMMARY:(LITE25/27) Creating More Effective Financial Reports in Excel
DESCRIPTION:Event Description\nEffective financial reports should be consistent\, easy to interpret\, and simple to update. In this practical session\, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates how to improve recurring reports with reusable templates\, visual cues\, interactive features\, and modern Excel tools. \nYou’ll learn how to create workbook and worksheet templates that reduce repetitive setup\, apply conditional formatting and styles that draw attention to important values\, and use custom number formats to make financial statements easier to scan. David also demonstrates how Excel Tables\, slicers\, grouping\, and Sparklines can make reports more flexible and informative without overwhelming the reader. \nThe session concludes with an introduction to Power Query\, showing how recurring report cleanup and reshaping can be converted into a refreshable process. Rather than rebuilding the same report each period\, attendees will see how Excel can support a more consistent and maintainable reporting workflow. \nTopics covered• Creating reusable workbook and worksheet templates.• Applying conditional formatting data bars and icon sets.• Creating and transferring Cell Styles.• Using custom number formats to simplify financial values.• Adding Sparklines to show trends within reports.• Converting static lists into Excel Tables.• Filtering reports with slicers.• Grouping rows and columns to control the level of detail displayed.• Using Power Query to automate recurring report cleanup and reshaping. \nObjectives\n• Identify techniques for creating reusable financial-reporting templates.• Apply formatting tools that make trends and key values easier to recognize.• Organize reports so users can filter\, navigate\, and explore information more efficiently.• Recognize how Power Query can automate recurring report-preparation tasks.
URL:https://sc.cpa/event/lite25-27-creating-more-effective-financial-reports-in-excel/
CATEGORIES:Livestream
ORGANIZER;CN="David Ringstrom":MAILTO:ask@davidringstrom.com
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