Excel for Administrative Assistants

Live Webinar or Recording

January 15, 2025, 2:00 pm - 3:40 pm Eastern

Credit: ATAAA: 1.5, CPE: 2 (Live Only)

Many administrative professionals are unaware of Excel’s many features and functions they can implement to improve the accuracy and efficiency of their work. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable administrative professionals to achieve those goals. Step-by-step, David demonstrates and explains ways to streamline data entry, remove duplicates from lists, quickly sift through lists of data with the Slicer feature, create instant reports with pivot tables, as well as minimize data entry by using look-up functions.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016, 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.

Microsoft 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 2021, Excel 2019, and so on.

Who should attend:
Professionals who wish to learn practical Excel fundamentals to improve the accuracy and efficiency of spreadsheets.

Topics typically covered:

• Adding rows to a blank pivot table to create instant reports.
• Change the cursor direction in Excel to Right instead of Down to facilitate faster data entry.
• Creating a pivot table to transform lists of data into on-screen reports.
• Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
• Drilling down into the details behind any amount within a pivot table with just a double-click.
• Eliminating duplicates from a list with just a few mouse clicks.
• Filtering pivot tables to show fewer columns and/or rows of data.
• Improving the integrity of spreadsheets by using SUMIF to look up values in a more flexible fashion than VLOOKUP.
• Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
• Removing the Table feature from a worksheet if it’s no longer needed.
• Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.

• Recall how to change the cursor direction to facilitate faster data entry in Excel.
• State the arguments used in Excel's VLOOKUP function.
• Identify the steps required to create a pivot table.

Guest Speaker: David H. Ringstrom, CPA - Accounting Advisors Inc.

Level: Basic

Format: Live Webcast

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