Advanced Excel Skills for Accountants Webinar

EVENT DESCRIPTION

In this presentation author and Excel expert David Ringstrom, CPA, helps you expand your Excel toolbox by comparing the INDEX/MATCH functions to the XLOOKUP worksheet function in Excel 2021 and Excel for Microsoft 365. You'll also see how to transform ugly reports exported from accounting software and other platforms into analysis ready formats by using Power Query. David will also show you how to use Excel's Solver feature to identify the combination of amounts from a list, such as invoices or deposits, that add up to an amount of your choice.

David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.