Author and Excel expert David H. Ringstrom, CPA will demonstrate every technique at least twice. First, techniques will be shown on a PowerPoint slide with numbered steps. Then the techniques will be shown in the subscription-based Excel for Microsoft 365.
David draws your attention to any differences in Excel 2021, 2019, or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.
Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.
David is the author of “Exploring Microsoft Excel’s Hidden Treasures: Turbocharge Your Excel Proficiency with Expert Tips, Automation Techniques, and Overlooked Features.”
What You’ll Learn
- Running an A/R aging summary report in QuickBooks Online
- Contrasting Microsoft Excel to Power Query and Power BI
- Exploring the Power BI interface
- Using Power Query to clean up accounting reports to remove pitfalls like blank rows, merged cells, missing data, and more
- Adding interactivity to PivotTables by using the Slicer feature to filter
- Tracing through a typical Power BI workflow
- Comparing an Accounts Receivable Aging Detail report to the Summary version
- Formatting Power BI data
- Overwriting one workbook that Power Query is referencing with another to roll the results forward to a new month, year, or other basis
- Creating a PivotTable in Excel as a frame of reference for a Matrix in Power BI
- Introducing the Power Query feature in Excel
- Comparing the free versions of Power BI to the paid versions
Who Should Attend
Professionals who would like to learn how to create interactive reporting tools in Power BI and/or Microsoft Excel.