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Courses/Accounting & Tax/Technology for Accountants

Basic Excel Skills for Accountants

Boost productivity and precision. Master Excel's essential features to streamline accounting tasks, ensure data integrity, and generate robust financial insights.

Created byDavid Ringstrom
4.9
(130 reviews)
BeginnerUpdated Jul 11, 2025
Basic Excel Skills for Accountants

What You'll Learn

check_circleName the feature that enables you to select only cells that you can see within a range of data.
check_circleState how to write a formula that sums a cell across multiple sheets and includes future sheets automatically.
check_circleRecall the menu in Excel where the Table feature resides.
check_circleState the location of the Group and Ungroup commands within Excel's menu.

About This Course

Many accounting professionals are unaware of Excel features and functions that improve spreadsheet accuracy and efficiency. In this presentation, author and Excel expert David Ringstrom, CPA, contrasts the SUM, SUBTOTAL, SUMIF, and SUMIFS functions, along with the Subtotal feature. You'll also learn how to use the Table feature to streamline sifting through lists of data, create self-expanding charts, and PivotTables that have much better integrity.

Topics covered:

  • Inserting totals into lists using the Subtotal feature.
  • Filtering without filter buttons.
  • Using the Table feature to improve spreadsheet integrity.
  • Toggling cell lock status with a custom shortcut.
  • Creating a filter shortcut on the Quick Access Toolbar.
  • Using SUMIF to total values based on a single condition.
  • Avoiding repeated formulas using the Data Table feature.
  • Preserving formulas using hide and protect options.
  • Filtering tables quickly using the Slicer feature.
  • Collapsing or expanding worksheet columns or rows with the Group command.
  • Formatting subtotals without affecting hidden rows.
  • Using the SUM function to drill through multiple worksheets.

 

Who should attend:

Professionals seeking to use Microsoft Excel more effectively.

Your Instructor

David Ringstrom
David Ringstrom

CPA, Author, Professional Excel Spreadsheet Trainer and Consultant

menu_book44 courses
star1,099 reviews

David H. Ringstrom, CPA, is the author of Microsoft 365 Excel for Dummies, and a nationally recognized instructor who has taught over 2,500 live webinars. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should know about Microsoft Excel. His goal is to empower you to use Excel more effectively. David has authored or co-authored 10 books, including Exploring Microsoft Excel's Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.9
Student's Choice
130 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.