Excel Agility - Office 365 Pros and Cons

On Demand Webinar

Webinar Details $219

  • Rated:
  • Webinar Length: 100 Minutes
  • Guest Speaker:   David Ringstrom
  • Topic:   Business Administration, Business Skills, Finance, Software, Taxation and Accounting
  • Credit:   ATAAA 1.5, ATAOP 1.5, CPE 2.0
All Access Membership

If you’d like to learn how the Office 365 version of Excel 2016 differs from previous versions of Excel and perpetual licensed versions of Excel 2016, this course provides the information you need. Historically, each major version of Excel has been identical for all users, but that’s no longer the case. In this comprehensive course, Excel expert David Ringstrom, CPA, discusses updated features and worksheet functions available in the Office 365 version of Excel 2016, shows you step-by-step how to use them, and shares helpful keyboard shortcuts and tips. 

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Office 365 version of Excel 2016. He draws your attention to any differences in the perpetual licensed versions of Excel 2016, 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. In addition, David provides an Excel workbook that includes most of the examples he uses during the webcast.

Who Would Be Interested in This Course:

Practitioners who are thinking of subscribing to the Microsoft Office 365 platform or those who have already done so.

Topics Covered:

  • Mapping geographic data with just a couple of mouse clicks.
  • Determining if you have the subscription-based Office 365 version of Excel or a perpetually licensed version.
  • Deselecting one or more cells from within a selection of cells without having to start over again with the selection process.
  • Updating Office 365 to take advantage of recently released features and improvements.
  • Learning about the MAXIFS function available in certain versions of Excel 2016.
  • Learning the benefits and risks of sharing workbooks via OneDrive in Office 365.
  • Viewing historical versions of documents that have been saved to Microsoft’s OneDrive service.
  • Restoring the Workbook Sharing and Track Changes commands that have vanished in certain builds of Office 365.
  • Using the Icons command in Office 365 to add emoji-style icons within spreadsheets.
  • Discovering new worksheet functions available in Excel 2016.
  • Removing the background from pictures within Microsoft Excel.

Learning Objectives:

  • Describe the MAXIFS function that’s available in certain versions of Excel 2016.
  • Name recently released features and improvements Office 365 offers. 
  • Define how you can easily map geographic data.




On-demand webcast

Instructional Method:


NASBA Field of Study:

Computer Software & Applications (2 hours)

Program Prerequisites:


Advance Preparation:


  1. Introduction

  2. Excel Versions 00:01:34

  3. Determine if You Have Office 365 00:02:17

  4. Deselect a Selection (Excel 2019+) 00:15:48

  5. Office 365 Clipboard Refinements 00:18:36

  6. Worksheet Function AutoComplete 00:21:19

  7. Worksheet Function Evolution 00:25:12

  8. CONCAT Function (2019+) 00:27:28

  9. TEXTJOIN Function (2019+) 00:33:43

  10. SWITCH Function (2019+) 00:37:18

  11. IFS Function (2019+)  00:45:03

  12. MAXIFS (2019+) 00:49:01

  13. MINIFS (2019+) 00:51:28

  14. Recommended Pivot Tables (Excel 2013+) 0057:08

  15. Pivot Table Options (2019+) 01:00:40

  16. Ideas Feature (Office 365 Only) 01:03:06

  17. Funnel Charts (2019+) 01:07:44

  18. Map Charts (2019+) 01:12:16

  19. 3D Models (2019+) 01:15:27

  20. Spreadsheet Emojis (2019+) 01:17:39

  21. Background Removal (Office 365 Only)  01:21:02

  22. Excel Online  01:23:50

  23. AutoSave Feature (Office 365 Only) 01:25:32

  24. Historical Versions (Office 365 Only) 01:28:06

  25. Office 365 Shared Workbooks 01:29:18

  26. Co-Authoring Workbooks (Office 365 Only) 01:32:40

  27. Restore Workbook Sharing/Track Changes 01:34:56

  28. Help Menu (Excel 2019+) 01:38:10

  29. Missing Folders Link on Recent Menu 01:38:54

  30. Presentation Closing 01:40:25

  • Array Formula 00:51:44
  • AutoComplete 00:21:19
  • AutoSave 01:25:35, 01:30:47
  • Clipboard 00:18:40
  • CONCAT Function 00:26:23, 00:27:30
  • Deselect 00:14:16, 00:16:22
  • Emojis 01:17:41
  • Excel Online  01:23:50
  • Funnel Chart 01:07:56
  • IFS Function 00:26:26, 00:45:09
  • Insights Feature 01:03:23
  • Map Chart 01:12:20
  • MAXIFS 00:49:18
  • MINIFS 00:51:28
  • Pivot Table 00:14:38, 00:57:10
  • Recommended PivotTables 00:57:53
  • SWITCH Function 00:37:21
  • TEXTJOIN Function 00:33:48
  • VLOOKUP 00:39:55
  • Workbooks 01:29:18

Array Formula: In Excel, an Array Formula allows you to do powerful calculations on one or more value sets. The result may fit in a single cell or it may be an array. An array is just a list or range of values, but an Array Formula is a special type of formula that must be entered by pressing Ctrl+Shift+Enter.

AutoComplete : A feature that speeds your typing and lessens the likelihood of errors; if the first few characters you type in a cell match an existing entry in the column, Excel fills in the remaining characters for you. Fortunately, you can disable or enable AutoComplete whenever you like.

AutoSave: Excel AutoSave is a tool that automatically saves a new document that you've just created, but haven't saved yet. It helps you not to lose important data in case of a computer crash or power failure.

CONCAT Function: The CONCAT function was introduced in the Office 365 version of Excel 2016. It's not available to users of perpetual licensed versions of Excel 2016 or earlier versions of Excel. This function supersedes the CONCATENATION function and is used to combine multiple pieces of text into one. An alternative to CONCAT and CONCATENATE is using ampersands to join pieces of text together into one.

Clipboard: A clipboard is a temporary storage area for data that the user wants to copy from one place to another. In a word processor application, for example, the user might want to cut text from one part of a document and paste it in another part of the document or somewhere else.

Deselect: You can deselect any cells within the selected range with the Deselect Tool. Pressing the Ctrl key, you can click, or click-and-drag to deselect any cells or ranges within a selection.

Emojis: Emojis are small image icons that we insert in a message to express your feeling, what you are doing, or holidays,

Excel Online: A limited feature version of Excel available at http://office.live.com/start/excel.aspx that can be used in any web browser to open or edit spreadsheets saved either to Microsoft's OneDrive service or to DropBox.

Funnel Chart: Funnel charts are a type of chart, often used to represent stages in a sales process and show the amount of potential revenue for each stage. This type of chart can also be useful in identifying potential problem areas in an organization's sales processes. A funnel chart is similar to a stacked percent bar chart.

IFS Function: The IFS formula in excel 2019 checks whether one or more conditions are met, and returns a value that corresponds to the first TRUE condition.

Insights Feature : Insights is a new service that automatically highlights patterns it detects in your data, helping you discover and analyze new insights such as trends, outliers, and other useful analyses and visualizations. It will look for interesting trends in your data and provide quick summaries with PivotTables and charts.

MAXIFS Function: The Excel MAXIFS function returns the largest numeric value that meets one or more criteria in a range of values. MAXIFS can be used with criteria based on dates, numbers, text, and other conditions. MAXIFS supports logical operators (>,<,<>,=) and wildcards (*,?) for partial matching.

MINIFS Function: The Excel MINIFS function returns the smallest numeric value that meets one or more criteria in a range of values. MINIFS can be used with criteria based on dates, numbers, text, and other conditions. MINIFS supports logical operators (>,<,<>,=) and wildcards (*,?) for partial matching.

Map Chart: You can use a map chart to compare values and show categories across geographical regions. Use it when you have geographical regions in your data, like countries/regions, states, counties or postal codes.

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.

Recommended PivotTables : Recommended PivotTables is an artificial intelligence feature in Excel 2013 and later that enables users to jump-start creating a pivot table. Click any cell within a list of data and then choose Recommended PivotTables from the Insert menu. Excel will typically suggest several report formats. Choose a report and then click OK to create the pivot table, which can then be modified in the usual fashion if needed.

SWITCH Function : The SWITCH function was introduced in the Office 365 version of Excel 2016. It's not available to users of perpetual licensed versions of Excel 2016 or earlier versions of Excel. The function is an alternative to nesting multiple IF functions when displaying results based on a set of choices.

TEXTJOIN Function : The Microsoft Excel TEXTJOIN function allows you to join 2 or more strings together with each value separated by a delimiter. The TEXTJOIN function is a built-in function in Excel that is categorized as a String/Text Function. It can be used as a worksheet function (WS) in Excel.

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.

Guest Speaker

  • David H. Ringstrom, CPA

ATAAA Credit

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CPE Credit

Continuing Professional Education

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You must answer all questions during the webinar, view the recording completely and pass the test at the end with 70% correct answers to receive CPE credit.