Description:
You'll gain even more knowledge of Excel spreadsheets in this presentation by David Ringstrom, CPA. He'll show you more ways to save time working in Excel, such as with pivot tables, charts, and additional features Excel offers. David also will share a variety of techniques, including how to minimize data entry, identify duplicate entries, and more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, 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 presentation.

Delivery Method: Online Interactive Self Study

Level: Basic

Prerequisites: None

Advanced Preparation: None

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Author: David Ringstrom

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 02/24/2021

Technical Details: CA, FL: Computer Software and Applications are technical subjects
TX: Computer Software and Applications are non-technical subject for TX.
NY: Advisory Services includes Computer Software and Application

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Objectives:
1. Identify how to use Excel's Text to Columns feature.
2. Identify the ideal data to use when creating pivot table reports.
3. Recognize how to use Trace Dependents and Trace Precedents while auditing formulas.

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NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers : CPA