05/08/2025
11 am PT / 12 pm MT / 1 pm CT / 2 pm ET
*approximate length: 45 minutes to 1 hour
Presenter: David Ringstrom, CPA
In this presentation, author and Excel expert David H. Ringstrom, CPA, will delve into advanced Excel techniques to enhance your data analysis skills and streamline your workflow. Attendees will learn how to effectively utilize functions like VLOOKUP and INDEX-MATCH for powerful data retrieval, automate repetitive tasks with macros, and leverage pivot tables for insightful reporting. David will also cover essential tips for data validation and error checking, ensuring your spreadsheets are not only efficient but also accurate. Join us for this informative session to unlock the full potential of Excel in your professional toolkit.
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.
Who should attend: Professionals seeking to use Microsoft Excel more effectively.
Topics typically covered:
- Handling asset disposal calculations
- Calculating sum-of-year's digits depreciation with the SYD function
- Adjusting for partial year double-declining depreciation
- Computing straight-line depreciation with the SLN function
- Using LAMBDA to craft a units of production depreciation formula
- Avoiding creating fixed asset spreadsheets from scratch by using Excel templates
- Adjusting for partial year straight-line depreciation
- Determining declining balance depreciation with the DB function
- Computing variable declining balance depreciation with the VDB function
- Create your own custom worksheet functions without writing any code in Microsoft 365 with the LAMBDA function
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify
- Learning the mouse trick that lets you quickly make a copy of an existing worksheet
Learning objectives:
- Recognize which menu option on Excel's File menu enable you to search for free spreadsheet templates
- Identify the data preparation requirements for analyzing data with a PivotTable
- Define the purpose of the Show Formulas command
Level: Intermediate
Program Prerequisites: Prior experience with Microsoft Excel is recommended.
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.