Conference Info
- IndustryHuman Resources
- Unique IDUSC2026344
- Duration100 Minutes
- DateMar 27,2026 - May 29,2026
Description
Overview
During this valuable presentation, Excel expert David Ringstrom, CPA, outlines techniques for verifying the integrity of even the most complicated Excel spreadsheets. He walks you through how to: use Excel’s formula auditing and error-checking tools, identify duplicates in a list, monitor the ramifications of even minor changes made to your workbooks, verify sums and totals quickly, and more. In addition, David explains the Show Formulas feature, the Trace Precedents feature, and Excel’s Personal Macro Workbook.
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 (2021, 2019, 2016 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 2021, Excel 2019, and so on.
Topics typically covered:
- Discovering four different ways to remove data from a pivot table report.
- Filtering pivot table data based on a new dimension by using the Report Filter command.
- Deleting a group of worksheets all at once from within an Excel workbook.
- Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
- Managing information overload by collapsing or expanding pivot table fields.
- Determining the one way you can incorporate blank rows within a pivot table.
- Understanding once and for all why pivot tables sometimes count numbers within a field instead of summing.
- Using the Summarize By command to make Excel sum numbers instead of counting.
- Drilling down into the details behind any amount within a pivot table with just a double-click.
- Converting a pivot table to static numbers for archival purposes or to prevent drilling down into the underlying data.
- Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
- Auditing the data source behind pivot tables in Excel spreadsheets.
Your Benefits For Attending:
- Identify how to add, review, and print worksheet comments with ease.
- Apply Excel tools and techniques that allow you to evaluate portions of a formula or entire formulas.
- Define how to implement the Watch Window to monitor the ramifications of even minor changes to your workbooks.
Who should attend:
Practitioners who review and audit Excel spreadsheets created by others, or those who wish to improve the integrity of their own spreadsheets.
David H Ringstrom