Implementing Excel’s Table Feature -Video

Price: $29.99

CPE Credits: 2.0

Category: , ,

Course Number: VCXTBLDR

Excel tables

Description
In this wide-ranging session, Excel expert David Ringstrom, CPA delves into the Table feature. This feature offers a startling number of automation and data integrity opportunities. You’ll see how to take your spreadsheet skills to the next level by eliminating repetitive maintenance tasks, and will rest assured as formulas rewrite themselves to accommodate additional data being added to a worksheet. 
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 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.

Topics Covered:

  • Understanding how the Table feature automates formula management within lists.
  • Pasting a table as a raw list elsewhere in a workbook.
  • Using the SUMIF function to summarize data based on a single criterion.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Determining whether formulas within tables use cell references or field names.
  • Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
  • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
  • Minimizing a data integrity risk within pivot tables by way of Excel’s Table feature.
  • Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Customizing table styles in Excel.

Delivery Method: Online QAS Self Study.

Level: Basic.

Version:  Webcast covers Excel 2016 however differences in Excel 2007,2010 and 2013 versions are discussed.

Prerequisites:  None

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: May 2018

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 40 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recall the arguments used within Excel’s VLOOKUP function.
  • Identify the feature that makes charts expand automatically as you add additional data to the source range.
  • Identify which versions of Excel permit using slicers with both tables and pivot tables.

 

Description
In this wide-ranging session, Excel expert David Ringstrom, CPA delves into the Table feature. This feature offers a startling number of automation and data integrity opportunities. You’ll see how to take your spreadsheet skills to the next level by eliminating repetitive maintenance tasks, and will rest assured as formulas rewrite themselves to accommodate additional data being added to a worksheet. 
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 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.

Topics Covered:

  • Understanding how the Table feature automates formula management within lists.
  • Pasting a table as a raw list elsewhere in a workbook.
  • Using the SUMIF function to summarize data based on a single criterion.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Determining whether formulas within tables use cell references or field names.
  • Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
  • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
  • Minimizing a data integrity risk within pivot tables by way of Excel’s Table feature.
  • Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Customizing table styles in Excel.

Delivery Method: Online QAS Self Study.

Level: Basic.

Version:  Webcast covers Excel 2016 however differences in Excel 2007,2010 and 2013 versions are discussed.

Prerequisites:  None

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: May 2018

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 40 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recall the arguments used within Excel’s VLOOKUP function.
  • Identify the feature that makes charts expand automatically as you add additional data to the source range.
  • Identify which versions of Excel permit using slicers with both tables and pivot tables.

 

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