Course info

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various payroll-related Excel techniques. Topics covered include contrasting using Flash Fill versus the TEXT function to reformat Social Security Numbers. You'll see how to calculate total payroll and total payroll taxes with the SUMPRODUCT function for data analysis, and understand the nuance of adding up time values in Excel. David will also show how to calculate employee tenure with the DATEDIF function, optimize work schedules with the NETWORKDAYS.INTL function, and applying heat mapping techniques to salary data. He'll also contrast using VLOOKUP in any version of Excel versus XLOOKUP in Excel 2021 and Excel for Microsoft 365 for looking up data from lists. Attendees will gain valuable insights and skills to enhance their Excel proficiency and efficiency. 

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. Most features and functions work in Excel for Mac as well but expect differences. 

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.

Who should attend:

Professionals seeking to use Microsoft Excel more effectively.

 Topics typically covered:

• Redacting portions of Social Security numbers by way of Excel’s TEXT worksheet function. 
• Improving the integrity of Excel PivotTables with the Table feature.
• Retrieving values from Excel tables using XLOOKUP with structured references for dynamic, readable formulas.
• Using Flash Fill to quickly insert reformat data such as Social Security Numbers, or to split text into columns. 
• Drilling down into the details behind any amount within a PivotTable with just a double-click. 
• Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates.
• Using the undocumented DATEDIF function in Excel for determining the number of months or years between two dates.
• Creating a PivotTable by adding fields to Rows and Values for a quick total.
• Removing Conditional Formatting rules when they are no longer needed.
• Gleaning the nuances of adding time values together in Microsoft Excel.
• Transforming a column of salaries into an instant heat map by way of Excel’s Conditional Formatting feature.