Mastering Excel Skills for Accounting Purposes - PowerPoint PPT Presentation

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Title:

Mastering Excel Skills for Accounting Purposes

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In this presentation, David Ringstrom, CPA and an Excel expert, covers various ways to improve the accuracy and reliability of your spreadsheets using Excel's lookup functions and pivot tables. He explores alternatives to VLOOKUP such as HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, and IFNA. The presentation also includes a preview of the new XLOOKUP function, which will soon be available in Microsoft 365. David shows how to turn large amounts of data into meaningful reports through simple clicks with pivot tables. The presentation is comprehensive and provides valuable insights for improving the integrity of your spreadsheets in Excel. – PowerPoint PPT presentation

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Transcript and Presenter's Notes

Title: Mastering Excel Skills for Accounting Purposes


1
Slide ID 445-1135-5175
Advanced Excel Skills for Accountants
  • Written and Presented by
  • David H. Ringstrom, CPA
  • Accounting Advisors, Inc.
  • www.accountingadvisors.com

About the Speaker - David H. Ringstrom, CPA, is
an author and nationally recognized instructor
who teaches scores of webinars each year. His
Excel courses are based on over 25 years of
consulting and teaching experience. His mantra is
Either you work Excel, or it works you. David
offers spreadsheet and database consulting
services nationwide.
2
Excel Versions
Slide ID 368-1135
3
AutoRecover Settings
Slide ID 4273
4
AutoRecover Spreadsheets
Slide ID 2119
5
Automatic Backup of Key Excel Workbooks
Slide ID 1965
6
VLOOKUP Introduction
Slide ID 2600
7
INDEX/MATCH Introduction
Slide ID 1815
8
XLOOKUP Introduction (Excel 2021)
Slide ID 4663
9
XLOOKUP Matching Multiple Criteria
Slide ID 4894
10
XLOOKUP Summing Multiple Columns
Slide ID 4892
11
XLOOKUP Text vs. Numbers Causes N/A
Slide ID 4903
12
Clean A/R Aging with Power Query
Slide ID 5302
13
Clean A/R Aging with Power Query
Slide ID 5158
14
Clean A/R Aging with Power Query
Slide ID 5159
15
Data Security Prompts
Slide ID 4587
16
Thank you for Attending!
Slide ID 485
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