Webinar Details $199
- Webinar Date: September 18, 2025
- Webinar Time: 12:00 pm - 1:40 pm EDT live
- Webinar Length: 100 Minutes
- Guest Speaker: David Ringstrom
- Topic: Business Administration, Business Skills, Software
- Credit: IAAP 2.00, ATAAA 1.50
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Unlock the full potential of Microsoft Excel to increase your productivity and precision in this hands-on, skill-focused webinar designed specifically for administrative professionals. Join Excel expert David Ringstrom, CPA, as he walks you through powerful yet practical Excel fundamentals that can transform the way you manage data and perform routine tasks. Through clear, step-by-step instruction, David demonstrates essential features such as pivot tables, lookup functions, and the Table and Slicer tools, all aimed at improving accuracy, minimizing manual input, and streamlining your workflow.
David teaches each concept twice—first via easy-to-follow PowerPoint slides, and then directly in Microsoft 365 Excel—making it easy to follow along and retain the techniques. You'll also receive a comprehensive workbook with live examples and detailed handouts, including version-specific tips for Excel 2021, 2019, 2016, and earlier. Whether you're just starting to explore Excel’s capabilities or looking to polish your foundational skills, this course equips you with practical tools you can apply immediately.
Topics Typically Covered:- Creating and modifying pivot tables
- Using the Table feature to enhance data integrity
- Utilizing the Slicer tool for quick data filtering
- Eliminating duplicate entries efficiently
- Applying lookup functions such as VLOOKUP and SUMIF
- Adjusting data entry settings for improved workflow
- Recall how to change the cursor direction to facilitate faster data entry in Excel.
- State the arguments used in Excel's VLOOKUP function.
- Identify the steps required to create a pivot table.
- Improve spreadsheet reliability using functions like VLOOKUP and SUMIF.
- Remove duplicates and filter data effectively with the Slicer feature.
- Create instant reports and drill down into data using pivot tables.
- Understand the differences in Excel functionality between Microsoft 365 and perpetual versions.
This webinar is a valuable opportunity for professionals aiming to strengthen their command of Excel and increase both speed and accuracy in daily tasks. You’ll gain time-saving techniques and practical knowledge that can make an immediate impact in your role.
Who Should Attend:Administrative professionals and office staff who work with spreadsheets and are looking to improve data management skills using core Excel features.
Level: IntermediateFormat: Live webcast
Instructional Method: Group: Internet-based
NASBA Field of Study: Computer Software & Applications (1 hour)
Program Prerequisites: Experience Working in Excel
Advance Preparation: None
- Introduction
- Please Ask Questions Today 00:01:51
- Excel Versions 00:03:23
- Entering Data Sideways 00:04:44
- Remove Duplicates Feature 00:08:29
- Table Feature 00:12:22
- Slicers with Tables (Excel 2013+) 00:19:08
- Undoing the Table Feature 00:23:37
- Initiating a Pivot Table 00:25:58
- Pivot Table Interfaces 00:27:45
- Adding Fields to a Pivot Table 00:31:06
- Adding Another Row Field 00:32:46
- Adding Columns to Pivot Tables 00:35:44
- Filter Columns 00:37:03
- Drill Down 00:41:27
- SUMIF Introduction 00:45:01
- VLOOKUP Introduction 00:54:39
- VLOOKUP Approximate Matches 00:57:52
- Thank you for attending! 01:03:34
- Presentation Closing 01:04:02
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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 [...]
IAAP Credit
Aurora Training Advantage has reviewed the content of this program and believes it aligns with the CAP Body of Knowledge. We estimate this program may qualify for 1 recertification point(s), based on 1 point per 1 hour of eligible training. Final determination of applicability rests with the CAP designee, who is responsible for documenting alignment for recertification purposes.
ATAAA Credit
Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in administrative.- Analyze 00:27:59
- Cell 00:05:26, 00:09:01, 00:28:42, 00:33:16
- Column 00:35:50, 00:37:04
- Column Headings 00:15:08
- Design 00:28:01
- Dialog Box 00:06:35, 00:26:36
- Drill Down 00:41:47
- Field 00:31:13
- Filter 00:18:38, 00:19:47, 00:37:04
- Keyboard Shortcut 00:13:41
- Microsoft 365 00:08:37, 00:11:41
- Pivot Table 00:26:01, 00:33:25, 00:37:39
- Remove Duplicates 00:08:31, 00:31:36
- Row 00:15:07, 00:32:34
- Slicers 00:19:15, 00:24:33
- SORT 00:12:12
- SUMIF 00:45:08
- Tab Key 00:05:36, 00:07:24
- Table 00:13:32, 00:18:55, 00:23:30
- Table Feature 00:12:27, 00:23:54
- Total Row 00:14:00, 00:18:47, 00:42:06
- UNIQUE 00:11:11
- VLOOKUP 00:54:46
- Worksheet 00:28:09, 00:37:37
Analyze: The ANALYZE tab has several commands that will enable you to explore the data in the PivotTable.
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.
Column Headings : The column heading or column header is the gray-colored row containing the letters (A, B, C, etc.) used to identify each column in the worksheet. The column header is located above row 1 in the worksheet.
Design: The DESIGN tab commands will be useful to structure the PivotTable with various report options and style options.
Dialog Box: A dialog box in Excel is a screen where you input information and make choices about different aspects of the current worksheet or its content, such as data, charts, and graphic images.
Drill Down: When a user double-clicks on any number within a pivot table, Excel creates a new worksheet that displays the underlying records.
Field: In a PivotTable or PivotChart, a category of data that is derived from a field in the source data. PivotTables have row, column, page, and data fields. PivotCharts have series, category, page, and data fields.
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.
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.
Pivot Table: A report creation tool in Excel that enables you to quickly summarize lists of data into summary reports by clicking checkboxes and dragging fields onscreen.
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.
SORT: Sorting is the process of arranging objects in a certain sequence or order according to specific rules. In spreadsheet programs such as Excel and Google Spreadsheets, there are several different sort orders available depending on the type of data you're sorting.
SUMIF: A look-up function in Excel that allows you to add up numbers based upon a criterion that you specify. Unlike VLOOKUP, the SUMIF function can add up two or more values and returns zero (instead of #N/A) if no match is found.
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
Tab Key: The tab key Tab ↹ on a keyboard is used to advance the cursor to the next tab stop
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.
Total Row: A Total row appears below the data where each column has access to several automatic formulas. The default selection for the Total Row is none, meaning no function is selected when you first turn on the Total Row on your Table.
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.
Worksheets: A worksheet is a collection of cells where you keep and manipulate the data. Each Excel workbook can contain multiple worksheets.
