10 Productive Excel Features for Accountants

Join Excel expert David H. Ringstrom, CPA, for a practical and fast-paced presentation designed to boost your productivity in Excel. In this webinar, David cherry-picks 10 of the most impactful features in Excel that accountants can leverage to save time, reduce errors, and streamline their workflows. From mastering essential functions to harnessing the full power of Excel Tables and Pivot Tables, this session provides actionable tips that can be immediately applied. David also covers how to manage data overload through filtering techniques and explains how to navigate common version differences across Excel 365, 2021, 2019, and earlier.

Beyond showcasing valuable tools, David highlights three common time-wasters in Excel that often frustrate heavy users. You'll learn how to quickly unhide all hidden worksheets, use Custom Views to toggle worksheet visibility, protect your work against crashes, and identify duplicates with ease. Each technique is demonstrated twice, first via a step-by-step PowerPoint slide, then live within Excel 365. Attendees receive a comprehensive handout and an Excel workbook featuring many of the examples covered in the session.

Areas Covered in the Session:-

• Adding rows to a blank pivot table to create instant reports
• Using custom views to manage worksheet visibility
• Creating pivot tables for dynamic on-screen reports
• Troubleshooting #N/A errors and text-based issues
• Leveraging new worksheet functions in Excel 2016 and later
• Populating XLOOKUP’s If_Not_Found argument
• Exploring menu differences across Excel versions
• Using SUMIF for criteria-based aggregation
• Filtering long lists to improve data handling
• Identifying duplicates with Conditional Formatting

Learning Objectives:-

• Discover time-saving Excel features that increase efficiency and accuracy in accounting workflows.
• Learn to filter large datasets to avoid information overload.
• Explore powerful functions like XLOOKUP, SUMIF, and Excel Tables for advanced reporting.
• Instantly unhide all worksheets and use Custom Views to streamline navigation.
• Identify duplicates and troubleshoot common formula errors with ease.
• Gain insight into the functional differences between Excel 365 and older perpetual versions.
• Receive a sample Excel workbook and detailed handouts for post-session reference.

Why Should You Attend?

This session equips accounting professionals with high-impact Excel tools that save time and eliminate common frustrations - providing immediate, tangible improvements to your daily tasks.

Who Should Attend?

• Accountants
• Staff Accountants
• Senior Accountants
• Controllers
• Financial Analysts
• Bookkeepers
• Auditors
• Tax Professionals
• Accounting Managers
• Finance Managers
• CPA Professionals.