Basic Excel Skills for Accountants

1. Introduction
2. Topics at a Glance 00:0
3. Presenting with Microsoft 365 for Windows 00:05:07
4. Section 1: Smarter Summing and Subtotals 00:07:00
5. Creating Smarter SUM Formulas 00:08:20
6. Using the SUM Function Across Worksheets 00:16:04
7. Preventing Double-Counting with SUBTOTAL 00:22:20
8. Using the SUBTOTAL Feature 00:28:36
9. Formatting Subtotals 00:32:42
10. Using the SUMIF Function 00:45:52
11. Using the SUMIFS Function 00:50:53
12. Section 2: Table Fundamentals and Filtering 00:54:31
13. Creating Excel Tables 00:55:19
14. Adding a Total Row to an Excel Table 01:01:21
15. Filtering Excel Tables with Slicers 01:04:02
16. Managing or Removing Table Formatting 01:06:57
17. Using the Filter Shortcut Menu 01:11:29
18. Filtering Data with a Keyboard Shortcut 01:13:15
19. Section 3: Analysis and Projections 01:19:11
20. Grouping and Ungrouping Columns/Rows 01:20:19
21. Creating Self-Expanding Charts 01:23:29
22. Analyzing a Data Table with Two Variables 01:27:13
23. Section 4: Formatting and Layout Efficiency 01:33:39
24. Creating A Lock Cell Shortcut 01:34
25. Transferring Cell Styles 01:
26. Restoring Full Screen View 01:
27. Section 5: Locking Down & Troubleshooting 01:33:41
28. Creating a Lock Cell Shortcut 01:37:04
29. Protecting a Worksheet 01:37:04
30. Repairing Damaged Workbooks 01:38:57
31. Checking Workbook Performance (Microsoft 365) 01:40:46
32. What We Covered 01:43:00
33. Speaker Closing 01:43:01
34. Presentation Closing 01:43:15

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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 [...]

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• Autofilter 01:13:44
• Autosum 00:08:48
• Cell 00:07:24, 00:16:13, 00:23:15, 00:33:07, 00:57:05, 01:04:13, 01:14:08, 01:33:58, 01:37:03
• Cell Reference 01:09:17
• Charts 01:23:52
• Column 00:55:29, 00:56:49, 01:01:53, 01:14:08, 01:20:22
• Data Table 01:27:19
• Dialog Box 00:56:10, 01:37:14
• Filter 00:33:18, 00:41:40, 00:55:07, 01:01:34, 01:11:56
• Format 00:08:07, 00:32:45, 00:54:57, 01:35:08
• Formula 00:08:45, 00:27:27, 00:56:26, 01:09:40, 01:27:49, 01:41:14
• Keyboard Shortcut 01:13:15
• Microsoft 365 00:06:27, 01:34:34
• Quick Access Toolbar 01:13:29, 01:34:51
• Ribbon 01:13:37
• Row 00:09:04, 00:10:26, 00:55:41, 00:56:49, 01:20:22
• Slicer 00:54:50, 00:56:45, 01:04:04
• Spreadsheet 00:07:16, 00:10:03, 00:24:03, 00:30:04
• SUBTOTAL 00:07:55, 00:22:27
• Subtotal Feature 00:08:02, 00:28:40, 00:33:30
• SUM 00:07:05, 00:08:28, 00:17:15, 00:22:48
• SUMIF 00:08:12, 00:45:57
• SUMIFS 00:08:12, 00:501:54
• Table 00:54:44, 00:56:19, 01:01:40, 01:07:14
• Table Feature 01:01:17, 01:12:07, 01:23:46
• Table Format 01:06:59
• Total Row 00:32:57, 00:54:46, 01:01:42
• What-If Analysis 01:27:34
• Worksheets 00:07:18, 00:16:08, 00:56:35, 01:33:39
• Workbook 01:34:30, 01:40:45

AutoSum: The AutoSum feature appears on both the Home menu and the Formulas menu as a Greek sigma symbol. When you click AutoSum, or press Alt-= Excel adds a sum function to the current cell or cells that you've selected.

Autofilter: The basic Excel filter (also known as the Excel Autofilter) allows you to view specific rows in an Excel spreadsheet while hiding the other rows. When the Excel autofilter is added to the header row of a spreadsheet, a drop-down menu appears in each cell of the header row.

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.

Cell Reference: A cell reference refers to a cell or a range of cells on a worksheet and can be used in a formula so that Microsoft Office Excel can find the values or data that you want that formula to calculate. There are three types: Relative, Absolute, and Mixed

Chart: In Microsoft Excel, a chart is often called a graph. It is a visual representation of data from a worksheet that can bring more understanding to the data than just looking at the numbers. A chart is a powerful tool that allows you to visually display data in a variety of different chart formats such as Bar, Column, Pie, Line, Area, Doughnut, Scatter, Surface, or Radar charts.

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

Data Table: Data tables are defined as a range of cells that are used for testing and analyzing outcomes on a large scale. It is a way to see how altering the values in a formula affect the results. Data tables can store the results of multiple scenarios in your spreadsheet, and saves you time in calculating multiple formulas.

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.

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.

Format: When we format cells in Excel, we change the appearance of a number without changing the number itself. We can apply a number format (0.8, $0.80, 80%, etc) or other formatting (alignment, font, border, etc). By default, Excel uses the General format (no specific number format) for numbers.

Formula: A formula is an expression which calculates the value of a cell.

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.

Quick Access Toolbar: A customizable shortcut toolbar that appears above the ribbon in Office 2007 and later.

Ribbon: The "ribbon" is the strip of buttons and icons located above the work area that was first introduced in Excel 2007. The ribbon replaces the menus and toolbars found in earlier versions of Excel. Above the ribbon are a number of tabs, such as Home, Insert, and Page Layout.

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.

SUM: Microsoft Excel defines SUM as a formula that “Adds all the numbers in a range of cells”. This definition clearly points that Sum function has a job to add numbers and the arguments can be supplied using combinations of both numbers and range of cells. =SUM The SUM function is a built-in function in Excel that is categorized as a Math/Trig Function. It can be used as a worksheet function (WS) in Excel. As a worksheet function, the SUM function can be entered as part of a formula in a cell of a worksheet.

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.

SUMIFS: A look-up function in Excel that allows you to add up numbers based upon up to 127 criteria that you specify. Unlike VLOOKUP, the SUMIFS 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

Spreadsheet: Microsoft Excel is a spreadsheet developed by Microsoft for Windows, macOS, Android and iOS. It features calculation or computation capabilities, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications. Excel forms part of the Microsoft Office suite of software.

Subtotal Feature: Available on the Data tab or menu of all versions of Excel, the Subtotal feature can be used to automatically insert totals within a list of data in a Excel spreadsheet.

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.

Table Format: By using the Format as Table icon you instruct Excel to treat a table as a basic database. A table in Excel is a block of cells containing related data that have been formatted as a table

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.

What-If Analysis: What-If Analysis is the process of changing the values in cells to see how those changes will affect the outcome of formulas on the worksheet. Three kinds of What-If Analysis tools come with Excel: Scenarios, Goal Seek, and Data Tables. Scenarios and Data tables take sets of input values and determine possible results.

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

Worksheets: A worksheet is a collection of cells where you keep and manipulate the data. Each Excel workbook can contain multiple worksheets.