Mastering Advanced Excel for Accountants, Finance & Payroll in 2025

LIVE ONLINE TRAINING COURSE

In this presentation author and Excel expert David Ringstrom, CPA, helps you expand your Excel toolbox by comparing the INDEX/MATCH functions to the XLOOKUP worksheet function in Excel 2021 and Excel for Microsoft 365. You’ll also see how to transform ugly reports exported from accounting software and other platforms into analysis-ready formats by using Power Query. David will also show you how to use Excel’s Solver feature to identify the combination of amounts from a list, such as invoices or deposits, that add up to an amount of your choice.

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:

• Matching on two or more columns of criteria at once with XLOOKUP.
• Changing the data type for columns of data within the results grid.
• Most features and functions work in Excel for Mac as well, but expect differences.
• Cleaning accounting reports in Power Query by removing blanks, merges, and missing data.
• Using Excel’s Solver feature to find the amounts that match a total.
• Transforming an accounting report by way of Power Query.
• Section 2
• Enabling a workbook-specific setting that will create an automatic backup of critical workbooks.
• Using AutoSave and Version History in Excel with OneDrive”
• Using Excel’s Solver feature to find the amounts that match a total.

Why You Should Attend:

Through this session, you will be able to:

• State the purpose of the column_index_num argument within VLOOKUP.
• Recognize the types of data-cleaning issues Power Query can and cannot resolve.
• State the function number that instructs the SUBTOTAL function to sum a range of numbers.

Who Should Attend:

• Accountants
• CPAs
• CFOs
• Controllers
• Income Tax Preparers
• Enrolled Agents
• Financial Consultants
• IT Professionals
• Auditors
• Human Resource Personnel
• Bookkeepers
• Excel Users
• Marketers
• Government Personnel

During the Q&A session following the live event, ask a question, and get a direct response from our expert speaker.

Important Notice for our “Live” Attendees: If you have enrolled in the “Live Webinar”, you will get your instruction kit before 24 hours of the live class.

For Recorded and E-transcript Participants: If you have signed up for the “Recorded” class or for the “E-transcript”, you will get access to the “Recording link” or the “PDF” within 24-48 hours of the live class.