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Excel Pro Tips for Accountants: Unlocking the Benefits of Advanced Skills

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Excel Pro Tips for Accountants: Unlocking the Benefits of Advanced Skills

If you're looking to improve the integrity of your spreadsheets, Excel expert David Ringstrom has some helpful tips for you. He demonstrates various lookup functions, such as HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, and IFNA, as well as the new XLOOKUP function being added to Microsoft 365. David also shows how to transform overwhelming lists of data into meaningful reports using pivot tables.


Additionally, David provides an Excel workbook with most of the examples used during the Advanced Excel Skills for Accountants presentation. Keep in mind that Microsoft 365 is a subscription-based product that receives new feature updates regularly, while perpetual licensed versions of Excel have a fixed set of features and are identified by year numbers such as Excel 2019, Excel 2016, etc. In this comprehensive Advanced Excel Skills for Accountants presentation, David Ringstrom, CPA and Excel expert, covers various techniques to improve the integrity of spreadsheets using Excel's lookup functions and pivot tables.


David provides a comprehensive approach to teaching Excel techniques by demonstrating them first on a PowerPoint slide with numbered steps and then in the Microsoft 365 version of Excel. He also highlights any differences in older versions of Excel and provides an Excel workbook with most of the examples used in the webcast.


Learn to use different lookup functions in Excel to improve efficiency. Understand the advantages of using the INDEX and MATCH combination over VLOOKUP or HLOOKUP. Compare and contrast pivot tables with lookup functions.

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