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Operations Management Techniques in Excel
In this webinar Excel expert David H. Ringstrom will guide you on extracting PDFs with Power Query, exploring Power Query properties, enhancing external data security, creating Excel tables, adding total rows, filtering tables with slicers, utilizing functions such as IF, nested IF, VLOOKUP, IFNA, and MATCH, as well as INDEX/MATCH functions, XLOOKUP for horizontal lookup, automating tasks with macros, creating macro icons, applying conditional formatting for greater than scenarios, utilizing data bars, managing scenarios effectively, and summarizing Scenario Manager features.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, 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.

This webinar is available with NO ADDITIONAL FEE if you have an active all access membership or webinar membership or can be purchased for $29.00!

Instructor:David Ringstrom
Course No:COMP-OPMAN-G34125
Recommended CPE:2.00
Delivery Method:Group Live - Seminar
Date Offered:10/20/2026 10:00 AM - 12:05 PM
Level of Knowledge:Basic
Prerequisites:Prior experience with Microsoft Excel is recommended.
Advanced Preparation:None
Registration Requirements:No registration is required
Recommended Field of Study:Computer Software and Applications
Webinars - Group
  
Learning Objectives
  • State which XLOOKUP argument causes an alternate value to be displayed in lieu of #N/A.
  • Identify the items that can be added to a PivotTable from the PivotTable field list.
  • Recall the section of the Excel Options dialog box where the AutoRecover setting resides that controls how often Excel creates a back-up copy of your workbooks.

CPE Depot Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Sponsor Number: 109423

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