Excel for Mac

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It's here! An Excel webinar dedicated to Excel for Mac users. This enlightening webcast presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. David explains a variety of Excel’s timesaving features and shares helpful tips, such as how to filter data faster, streamline repetitive tasks, identify and remove duplicates, and transform unwieldy reports with Power Query.

 

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:

Practitioners who will benefit from using Excel for Mac more effectively and efficiently.


Topics covered:

 

• Creating a self-updating list of worksheets in any workbook with Power Query. 

• Creating instant spreadsheets such as amortization tables, timecards, expense reports, and more from templates.

• Discovering how to use the Flash Fill feature to separate first/last names into two columns without formulas or retyping. 

• Eliminating duplicates from a list with just a few mouse clicks.

• Eliminating the need to manually resize charts when data is added—automate this with tables instead.

• Exploring the nuance of the 1904 date system and how it can cause dates to shift by 4 years. 

• Exploring the risks and benefits of participating in the free Microsoft Office Insider program. 

• Filtering a cleaned-up accounts receivable aging report to display only overdue amounts. 

• Gaining control of long lists of data by filtering instead of sorting. 

• Identifying duplicates in a list using Conditional Formatting. 

• Inserting totals into lists with a few mouse clicks by way of Excel’s Subtotal feature. 

• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.

 

Learning objectives:

• Recognize how to avoid retyping text by using Excel features and worksheet functions.

• Recall how to easily compile large lists of data by filtering vs. sorting.

• Identify how to create self-updating charts by way of Excel's Table feature.


Level: Basic
Format: Group Internet Based
Instructional Method: Live Webcast
NASBA Field of Study: Computer Software & Applications (2 hours)
Program Prerequisites: None
Advance Preparation: None

Introduction
Please Ask Questions Today 00:01:49
Excel Versions 00:03:35
Excel for Mac: Flash Fill 00:05:02
Excel for Mac: Filtering Data 00:12:24
Excel for Mac: Table Feature 00:17:29
Excel for Mac: Slicers with Tables 00:22:03
Excel for Mac: Remove Duplicates 00:26:12
Excel for Mac: UNIQUE Function 00:29:38
Excel for Mac: Color Code Duplicates 00:34:21
Excel for Mac: Filter by Color 00:37:30
Excel for Mac: Subtotal Feature 00:39:01
Excel for Mac: Formatting Subtotals 00:43:00
Excel for Mac: Unhiding Multiple Sheets 00:46:06
Excel for Mac: Group Sheets 00:49:27
Excel for Mac: Group/Ungroup Rows/Columns 00:52:43
Excel for Mac Function Builder 00:57:03
XLOOKUP Introduction (Excel 2021+) 01:00:37
Excel for Mac: Workbook Statistics 01:04:03
Excel for Mac: Ctrl-F2 for Menu Access 01:08:01
Excel for Mac: Navigation Task Pane 01:11:52
Power Query Report Clean-Up (Mac) 01:16:15
Power Query Report Clean-Up (Mac) Steps 1-5 01:22:19
Power Query Report Clean-Up (Mac) Steps 6-10 01:27:12
Power Query Report Clean-Up (Mac) Steps 11-16 01:28:05
Power Query Report Clean-Up (Mac) Steps 16-22 01:29:55
Power Query Report Clean-Up (Mac) Steps 23-32 01:31:39
Power Query Report Clean-Up (Mac) Steps 33-37 01:33:31
Excel for Mac: 1904 Date System 01:36:39
Excel for Mac: New from Template 01:40:05
Excel for Mac: Import Text Files 01:40:27
Excel for Mac Office Insider Program 01:40:52
Thank you for attending! 01:42:14

  • David H. Ringstrom, CPA

    David H. Ringstrom, CPA

    David H. Ringstrom, CPA, is a nationally recognized instructor who leads dozens of Excel webinars each year. He is the author of Microsoft 365 Excel for Dummies and several other books. With over 30 years of consulting and teaching experience he empowers users to work more efficiently in E [...]

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  • 1904 Date System 01:36:39
  • Column 00:52:52, 01:28:45
  • Flash Fill 00:05:20
  • Function Builder 00:57:25
  • Keyboard Shortcut 01:11:25
  • Microsoft 365 00:03:35, 01:03:45
  • Power Query 01:16:49
  • Remove Duplicates 00:26:12
  • Row 00:42:39
  • Slicers 00:22:03
  • Subtotal Feature 00:39:01
  • Table 00:17:29
  • Table Feature 00:17:29
  • UNIQUE 00:29:38
  • VLOOKUP 00:58:40
  • Workbook 01:04:09
  • XLOOKUP 01:01:01

1904 Date System: When you enter a date, it is converted into a serial number that represents the number of days elapsed since January 1, 1904. For example, if you enter July 5, 2011, Excel converts the date to the serial number 39267. This is the default date system in earlier versions of Excel for Mac.

Cell: In spreadsheet applications, a cell is a box in which you can enter a single piece of data. The data is usually text, a numeric value, or a formula. The entire spreadsheet is composed of rows and columns of cells.

Column: A column is a vertical series of cells in a chart, table, or spreadsheet in Excel.

Conditional Formatting: A feature on Excel's Home menu that allows you to dynamically apply formatting such as colors, bolding, icons, data bars, and so on based on criteria that you specify for a given set of worksheet cells.

Filter: The Filter feature in Excel allows you to show or hide rows within a list of data by making selections from drop-down lists. The Filter feature is available on the Data tab of all versions of Excel as well under the Sort & Filter command on the Home menu.

Flash Fill: Flash Fill automatically fills your data when it senses a pattern. For example, you can use Flash Fill to separate first and last names from a single column, or combine first and last names from two different columns. Note: Flash Fill is only available in Excel 2013 and later.

Function Builder: To open the formula builder, first click into any empty cell where you'd like to place a formula. Then, click the formula button (fx) immediately left of the formula bar. Excel will open the Formula Builder sidebar on the right side of your screen.

Keyboard Shortcut: A keyboard shortcut is a series of one or several keys that invoke a software program to perform a preprogrammed action. This action may be part of the standard functionality of the operating system or application program, or it may have been written by the user in a scripting language.

Microsoft 365: Microsoft 365, formerly Office 365, is a line of subscription services offered by Microsoft which adds to and includes the Microsoft Office product line.

Power Query: Power Query is a data connection technology that enables you to discover, connect, combine, and refine data sources to meet your analysis needs. Features in Power Query are available in Excel and Power BI Desktop. Power Query is one of three data analysis tools available in Excel: Power Pivot.

Remove Duplicates: This feature first appeared in Excel 2007. This Data tab command allows you to reduce a list of items to a list of unique constituents. This action required the Advanced Filter command in Excel 2003 and earlier.

Row: A row is the range of cells that go across (horizontal) the spreadsheet/worksheet. Rows are identified by numbers e.g. row 1, row 5. Examples of use. A row might contain the headings of a table e.g. product ID, product name, price, number sold.

SUBTOTAL: A worksheet function that allows you to sum, average, count, and other otherwise analyze data on just the visible cells within a given range.

Slicer: You can insert slicers in Excel to quickly and easily filter pivot tables. Slicers were introduced in Excel 2010, and they make it easy to change multiple pivot tables with a single click

Table: A table is an arrangement of data in rows and columns, or possibly in a more complex structure. Tables are widely used in communication, research, and data analysis. Tables appear in print media, handwritten notes, computer software, architectural ornamentation, traffic signs, and many other places.

Table Feature : The Table feature in Excel 2007 and later is an improvement on the List feature in Excel 2003 and earlier. The Table feature provides enhancements that make it much easier to analyze lists of data.

UNIQUE: =UNIQUE - The Excel UNIQUE function returns a list of unique values in a list or range.

VLOOKUP: An Excel worksheet function that allows you to look up data from a list by specifying criteria, cell coordinates for the list, column number from which to return data, and an indication as to whether you want an exact or approximate match.

Workbook: In Microsoft Excel a workbook is a collection of one or more spreadsheets, also called worksheets, in a single file.

XLOOKUP: The XLOOKUP function searches a range or an array, and returns an item corresponding to the first match it finds. If a match doesn't exist, then XLOOKUP can return the closest (approximate) match. Where a valid match is not found, return the [if_not_found] text you supply.

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Frequently Asked Questions

Excel for Mac and Excel for Windows share the same core functionality, but Mac users encounter some notable differences. Keyboard shortcuts differ—many Windows Ctrl shortcuts use the Command key on Mac, though not all have direct equivalents. The Developer tab and some advanced macro features have historically been more limited on Mac. The Function Builder sidebar provides an alternative to the Windows Formula Wizard for exploring function arguments. Navigation on Mac uses the Ctrl+F2 shortcut to access menu navigation by keyboard, different from the Windows Alt key approach. The 1904 date system was historically the Mac default, which can cause dates to appear shifted by four years when files are exchanged between Mac and Windows if the date systems don't match. Power Query is available on Mac in Microsoft 365, though it arrived later than on Windows. Understanding these nuances prevents common compatibility issues. David Ringstrom, CPA, covers Mac-specific Excel features and cross-platform considerations in Aurora Training Advantage's Excel for Mac webinar.
The 1904 date system is a legacy date calculation method that was the default in older versions of Excel for Mac, where dates are calculated as the number of days since January 1, 1904, rather than the Windows default of January 1, 1900. When a workbook created on Mac with the 1904 system is opened on Windows (or vice versa), date values shift by exactly 1,462 days (four years and one day) because the two systems use different starting points. This can cause serious errors in reports, payroll calculations, or date-based formulas if the mismatch goes unnoticed. To check a workbook's date system, go to File > Options > Advanced (Windows) or Excel > Preferences > Calculation (Mac) and look for the 1904 date system setting. Modern versions of Excel for Mac use the 1900 date system by default, reducing cross-platform issues. David Ringstrom, CPA, explains the 1904 date system nuance and how to manage it in Aurora Training Advantage's Excel for Mac webinar.
Power Query became available for Excel for Mac through Microsoft 365 updates, bringing Mac users the same code-free data transformation capabilities previously limited to Windows. On Mac, Power Query is accessed via Data > Get Data (or Data > Get External Data in older versions), and the Power Query Editor interface is nearly identical to the Windows version. Mac users can connect to CSV files, text files, Excel workbooks, and other data sources, apply transformation steps—filtering rows, removing duplicates, merging columns, splitting text, changing data types—and load the cleaned results back into Excel as a refreshable table. A single click refreshes the transformation against updated source data, making it ideal for recurring accounting reports, accounts receivable aging cleanup, or monthly data imports. David Ringstrom, CPA, demonstrates a complete Power Query report cleanup workflow in the Mac environment in Aurora Training Advantage's Excel for Mac webinar, covering the specific steps for connecting to and transforming data on Mac.
Grouping rows and columns in Excel for Mac (Data > Group) creates an outlining structure that lets you collapse and expand sections of a large spreadsheet with a single click—far more flexible than hiding rows, which requires manual selection to unhide. After grouping, outline symbols (plus/minus buttons and numbered levels) appear at the edges of the sheet. Clicking the minus symbol collapses the group; clicking plus expands it. Multiple levels of nesting are supported, enabling hierarchical views—department summaries that expand into individual employees, for example. Ungrouping is done via Data > Ungroup. The Group Sheets feature allows applying the same formatting or data entry to multiple worksheets simultaneously—select the sheets, make changes, then ungroup. For large operational reports, grouping lets you present clean summaries to executives while keeping full detail readily accessible. David Ringstrom, CPA, covers grouping rows, columns, and sheets in Aurora Training Advantage's Excel for Mac webinar as part of managing large, complex spreadsheets efficiently.
Excel's Subtotal feature (Data > Subtotals) automatically inserts summary rows into a sorted list, calculating Sum, Average, Count, Max, Min, or other aggregates at each change in a specified column. For example, applying Subtotals to a sales list sorted by region inserts a sum row after each region's records. The resulting outline lets you collapse the data to show only subtotals, making it easy to compare regional totals without scrolling through thousands of rows. The SUBTOTAL worksheet function complements this by calculating aggregates on only the visible (non-filtered) cells in a range, ignoring hidden rows—unlike SUM, which includes all rows regardless of filter state. This makes SUBTOTAL particularly powerful for filtered reports where you want running totals to reflect only the displayed data. The Formatting Subtotals step allows distinguishing summary rows visually. David Ringstrom, CPA, demonstrates the Subtotal feature in Aurora Training Advantage's Excel for Mac webinar as a practical tool for managing and presenting large filtered datasets.