Excel for Administrative Assistants

RECORDED TRAINING COURSE

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide administrative assistants through essential Excel skills to boost productivity and efficiency. Topics include transforming and separating text with Flash Fill, removing duplicates, and combining text effortlessly. Learn how to use filters, totals, and slicers to manage and analyze data within tables, as well as how to drill down into PivotTables and leverage Excel’s Analyze Data feature in Microsoft 365. Additionally, David will cover practical functions like SUMIF to streamline calculations. This interactive session concludes with a hands-on segment where attendees can apply what they’ve learned, with expert support available throughout.

In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.

Session Highlights:

• Filtering tables quickly using the Slicer feature.
• Preventing chart resize issues by using Excel tables.
• Generating PivotTables and Pivot Charts from suggested insights.
• Eliminating repeated values while preserving unique records.
• Create a PivotTable by adding fields to Rows and Values for a quick total.
• Using the Recommended Charts feature to create suitable charts from data with a couple of mouse clicks.
• Removing table formatting or features when no longer needed.
• Identifying and highlighting duplicate entries in a list using conditional formatting.
• Creating a table to prep for summarizing data with PivotTables or Power Pivot.
• Adding totals and filters that automatically adjust based on which rows are visible
• Separating first/last names into two columns without using formulas or retyping.
• Removing conditional formatting rules when they are no longer needed.

Why You Should Attend:

• State the functionality that the Flash Fill feature offers.
• State which ribbon tab (menu) contains the Navigation task pane command
• Name the menu tab that contains the Remove Duplicates feature.

Who Should Attend:

• Accounting and Finance
• Business
• Excel Users
• Consulting
• IT
• Auditing
• Human Resources
• Marketing
• Sales
• Government
• Tax

Professionals seeking to enhance their data management, presentation, and analysis skills using Excel features such as Flash Fill, filtering, PivotTables, and SUMIF functions for administrative and reporting efficiency.

Note: You will get access to the Recording link and E-Transcript in your account and at your registered email address.