You’ll learn from Excel expert David Ringstrom, CPA, how to establish internal controls within your Excel spreadsheets in this valuable presentation. David demonstrates how to implement several Excel features and functions in order to control users’ actions within your spreadsheets as well as protect your worksheets and workbooks from unauthorized changes.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
- Gain an understanding of new features and functions available in the Office 365 version of Excel 2016
- Recall alternatives that work in all versions of Excel for the new CONCAT, TEXTJOIN, SWITCH, IFS, MAXIFS, and MINIFS worksheet functions
- Apply pivot table specific options in the Office 365 version of Excel 2016 to minimize repetitive work
Areas Covered in the Session :
- Determining if you have the subscription-based Office 365 version of Excel or a perpetually licensed version.
- Explaining the new XLOOKUP worksheet function being rolled out to Office 365 users.
- Streamlining the decision-making process with the IFS function in Office 365.
- Visualizing data with a Funnel chart in Excel 2019 and Office 365.
- Modernizing tasks that involve combining text with the CONCAT function in Excel 2019 and later.
- Replacing unwieldy nested IF formulas with the SWITCH function in Excel 2019 and later.
- Unearthing worksheet functions with the AutoComplete feature in Excel 2016 and later.
- Sorting lists of data dynamically from elsewhere in a spreadsheet with the new SORT function.
- Joining text together with spaces or other characters with the TEXTJOIN function in Excel 2019 and later.
- Summing results from multiple rows and optionall columns with XLOOKUP.
- Returning multiple columns of data with XLOOKUP from a single formula by using Office 365’s dynamic array functionality.
- Analyzing your data with artificial intelligence by way of the Insights feature in Office 365.
Who Should Attend:
- Practitioners who are thinking of subscribing to the Microsoft Office 365 platform or those who have already done so
- Excel Users
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Government Personnel