Many sales professionals are unaware of Excel’s many features and functions they can implement to improve the accuracy and efficiency of their work. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable sales professionals to achieve those goals. Step-by-step, David demonstrates and explains cleaning up reports to facilitate data analysis; jump-starting spreadsheets by utilizing free Excel templates; creating location maps in Excel; removing duplicates from lists, and much more.
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 (2019, 2016, 2013, 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 2019, Excel 2016, and so on.
Who should attend:
Professionals who wish to learn practical Excel fundamentals to improve the accuracy and efficiency of sales-related spreadsheets.
Topics typically covered:
- Adding rows to a blank pivot table to create instant reports.
- Controlling information overload within pivot charts by filtering.
- Creating a pivot table to transform lists of data into on-screen reports.
- Creating interactive geographic maps from Excel data with the free Bing Maps app.
- Discovering four different ways to remove data from a pivot table report.
- Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
- Drilling down into the details behind any amount within a pivot table with just a double-click.
- Eliminating duplicates from a list with just a few mouse clicks.
- Exploring the Forecast Sheet feature in Excel 2016 and later, which can extrapolate trends based on existing data in your spreadsheets.
- Filling all blank cells within a list of data at once by way of the Ctrl-Enter keyboard shortcut.
- Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature.
- Filtering pivot tables to show fewer columns and/or rows of data.
This webinar is available with
NO ADDITIONAL FEE if you have an active
all access membership or
webinar membership or can be purchased for
$20.00!
| Instructor: | David Ringstrom |
| Course No: | COMP-SALES-G12301 |
| Recommended CPE: | 2.00 |
| Delivery Method: | Group Internet Based - Webinar |
| Date Offered: | 3/19/2021 10:00 AM - 12:00 PM |
| Level of Knowledge: | Basic |
| Prerequisites: | None |
| Advanced Preparation: | None |
| Registration Requirements: | Registration with GoToWebinar is required |
| Recommended Field of Study: | Webinars - Group
Computer Software and Applications
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Learning Objectives
- State where range names assigned to worksheet cells appear within Excel's user interface
- Apply powerful techniques you can use to quickly tame large sets of data in Excel
- Define the purpose of the Forecast feature in Excel 2016 and later