20 Set of Informative Courses to Learn All About Excel and Its Advanced Techniques

This knowledgeable pack of trainings will make you gain knowledge on various forms of Excel and gain an understanding on multiple techniques which are used and in trend with Advanced Excel spreadsheets and dashboards. Also you will learn tips & tricks on how to use the Microsoft Excel in different industries along with advanced formulas, steps to analyze data and the benefits of using Excel as well.
Instructor: Alfonso Fuller, David H. Ringstrom, Melissa P Esquibel, Tom Fragale, Mitzi Katz, Andy Lanning, Daniel O'Leary, Mike Thomas.
Product ID: PACK70067
Webinar Topics Included:
1. Excel Spreadsheets: Develop and Validate for 21 CFR Part 11 Compliance
Spreadsheets are powerful business tools, and are increasingly used in manufacturing, tracking and quality systems - as well as in generating and interpreting business data. FDA requires spreadsheets to be validated per 21 CFR 210-211, Part 820 and to be compliant to 21 CFR Part 11 in some cases.

Objectives of the Presentation:
  • Understand the significance of spreadsheets as software as viewed by US FDA
  • Review current FDA posture towards spreadsheets
  • Know how to conduct an audit of the use of spreadsheets in the organization
  • Recognize when spreadsheets being used should conform to FDA regulations
  • Be able to determine which spreadsheets are NOT required to be validated, and how to document
  • Be able to determine which spreadsheets do NOT trigger 21 CFR part 11 compliance
  • Know the relationship between spreadsheets and SDLC
  • Review the relationship between "validation" and "part 11 compliance"
  • Be able to plan spreadsheet validations, and integrate into overall validation planning
Instructor Profile:
Alfonso Fuller is the President of Fuller Compliance, Inc., a consulting firm that specializes in FDA quality system, software validation and software quality for pharmaceutical, biotech and medical device, nutraceutical and food manufacturers.
2. Establishing Excel Dashboards
In this webcast, Excel expert David Ringstrom, CPA, introduces participants to Microsoft Excel dashboards. Dashboard techniques empower users to assimilate large amounts of data quickly and easily by way of charts and summary tables. David explains how to bring data into Excel from other sources, outlines different techniques for presenting information in dashboard form, demonstrates how to use Excel's PivotTable feature to condense large amounts of data, and much more.

Objectives of the Presentation:
  • Apply a variety of Excel features and worksheet functions-all focused on helping you use Excel far more effectively
  • Define how to create "set-and-forget" tools that others can use to monitor financial results
  • Identify methods you can use to bring data into Excel from other sources
  • Recall how to create a dashboard that looks less like an Excel spreadsheet
  • Define the time-saving benefits of Excel dashboards
  • Identify how to use the PivotTable feature to condense large amounts of data
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics.
3. Beyond VLOOKUP: Mastering Advanced Excel Formulas
From augmenting one list with data from another to uncovering anomalies, filling your toolbox with more lookup tools can lead you to better, more efficient and more accurate solutions. We'll also cover the limitations and pitfalls of each technique, so you know which one is best for a particular use. Learn the finer points of lookup function arguments and how they can help (or trip you up) with non-standard lookup jobs.

Objectives of the Presentation:
  • VLookUp
  • HLookUp
  • Index/Match
  • LookUp
  • Match Types
  • Find
  • Search
  • IfError
  • IfNA
  • Named Ranges
  • Table set up pitfalls and success tips
  • Advanced Filter
  • DFunctions
  • When a Pivot Table can be a lookup tool
Instructor Profile:
Melissa Esquibel specializes empowering office software users to get the software to work for them, rather than the other way around. As a Microsoft Certified Trainer (MCT) and Microsoft Office Specialist Master (MOSM) with more than 25 years in business application technology.
4. Data Modelling and Analysis with Excel Power Pivot
Learn to use the Power Pivot interface and menu options. If you work with data, you're likely already familiar with common frustrations with Microsoft Excel like size limitations and manually entering data from multiple sources. Luckily there are two Microsoft tools- Power Pivot and Power Query that solve ALL of these issues, right inside Excel.

Objectives of the Presentation:
  • Learn to use the Power Pivot interface and menu options
  • Easily load data into Power Pivot to Analyze
  • Analyze more than 1 million rows of data
  • Easily create relationships between tables of data
  • Create easy to use dashboard views from Power Pivot
  • Create Pivot Tables and Pivot Charts from Power Pivot
  • Learn the principles of the DAX formula language to create powerful new calculations
  • Create powerful new DAX measures in PivotTables such as Year to Date, Month to Date, Previous Month etc
  • Learn to use Sets to analyze your data
Instructor Profile:
Tom Fragale is a computer professional with over 30 years experience. He has trained over 30,000 business people with online webinars, public seminars and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc.
5. Business Data Analysis in Excel: Simple Steps for Actionable Results
It's a fair bet that you're not getting all you can out of your business data in Excel. Excel has many powerful tools that can help you turn that data into actionable information to make better decisions, forecast more accurately, and spend less time doing all that crunching, dicing and slicing. In this session we move beyond simple basic reports to really managing data and producing understandable, robust analysis.

Objectives of the Presentation:
  • Working with external data in Excel
  • Optimizing datasets to work with powerful analysis tools
  • Tips for scrubbing data with text functions and other tools
  • Leveraging classic tools like Pivot Tables, Consolidations and What If Analysis
  • Working with new tools like, PowerPivot, the new Data Model, Get & Transform
  • Dashboard fundamentals and a peek at Power BI tools
Instructor Profile:
Melissa Esquibel specializes empowering office software users to get the software to work for them, rather than the other way around. As a Microsoft Certified Trainer (MCT) and Microsoft Office Specialist Master (MOSM) with more than 25 years in business application technology, Melissa has a unique ability to make learning programs enjoyable and valuable.
6. Creating Smart Presentations: Integrating Excel, PowerPoint and Word
Create dynamic presentations with PowerPoint by combining automated features of Word and Excel. Incorporating Word's integration of Excel data, linking Excel to PowerPoint, using Word for automatic PowerPoint speaker notes, online PowerPoint presentations and Word conversion to PowerPoint, this webinar includes a broad scope of techniques that will make reporting and presenting from all three MS Office applications easier and more effective.

Objectives of the Presentation:
  • Learn the details of copy and paste functionality
  • Determine when and how to link and embed data from one program into another
  • Master Excel data integration into Word
  • Use Word to create a new PowerPoint presentation automatically with the Send to PowerPoint command
  • Use Word for automatic PowerPoint speaker notes / handouts
  • Create an online PowerPoint presentation using Word
  • Link Excel data and charts with PowerPoint for automatic updating
Instructor Profile:
Mitzi Gibson Katz has developed coveted training solutions, and has educated thousands of end users, for the past thirty-five years. Ms. Katz holds a Master's Degree in Education, with an emphasis on special education classroom and administration.
7. Benefits and Pitfalls of Linking Excel Workbooks
Attend this presentation with Excel expert David Ringstrom, CPA, and you,ll discover the pros and cons of workbook links and how to create and work with them. Because workbook links allow you to connect an Excel spreadsheet to other spreadsheets, word documents, databases, and even web pages, they’re quite beneficial. David explains how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, repair broken links, and much more.

Objectives of the Presentation:
  • Learn how to link Excel workbooks to other sources
  • Understand how to minimize the data-integrity risks that can arise from workbook links
  • Identify and take control of security prompts and settings related to linked workbooks
  • Summarize information from access databases and other sources
  • Learn functions you should avoid when creating workbook links
  • Create workbook links that can be copied down columns or across rows
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics.
8. Microsoft Excel Productivity Tips and Tricks
Microsoft Excel continues to improve with every new version. There are features that have been added in the past 3 version upgrades that should be used often. For instance: the Two Step Chart, Remove duplicates, Fast Formulas, and much more! Excel has paid attention to their customer's pleas for ease of use, and has added a new feature to make your Excel life easier. You'll learn that tip in this training.

Objectives of the Presentation:
  • Set up the Excel interface to assist users
  • Keyboard shortcuts for productivity
  • Quickly produce a chart/graph
  • Quickly generate formulas
  • Clean up and rearrange data efficiently
  • Review efficiency and productivity methods
Instructor Profile:
Andy is a self-taught computer "nerd" and has been training individuals and groups since 1995. She has taught computer VoTech classes at both Boise State Univ. and College of Western Idaho, and is the owner of a computer consulting business. She is a Certified Microsoft Office Specialist and trains most Microsoft programs.
9. Advanced Formulas & Functions in Excel: Solve Your Data Challenges
Learning how to use Excel efficiently is so critical in many of today’s office jobs. Many people know the basics of Excel. This webinar will show you how to use some of the advanced functions of Excel to really help get the most out of your data be more efficient, and get the information that you are looking for.

Objectives of the Presentation:
  • IF, including the nested IF, the AND, and the OR functions for more complicated If statements
  • V-lookup
  • H-lookup
  • Sum if and Sum ifs
  • Count if and Count ifs
  • Average if and Average ifs
  • Match and Index
  • Today, Network days, and other date functions
  • PMT and other financial functions
Instructor Profile:
Tom Fragale is a computer professional with over 30 years experience. He has trained over 30,000 business people with online webinars, public seminars and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc.
10. Delving into Excel Logical Functions: IF, AND, OR, and Beyond
In this comprehensive presentation, Excel expert David Ringstrom, CPA, introduces the IF function and then goes beyond the basics. You'll learn what can go awry with IF as well as alternatives to the function. David's contention is that if you find yourself nesting more than a couple of IF functions, there's probably a simpler and more resilient approach you can take.

Objectives of the Presentation:
  • Improve the integrity of decision-making formulas in Excel spreadsheets
  • Learn alternatives to the IF function
  • Understand the pros, cons, and limitations of nesting IF functions
  • Recall how to avoid complex IF statements
  • Apply the COUNTIF function to determine the number of times an item appears on a list
  • Define when to use the IFERROR function or the IFNA function vs. the IFERROR function
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics.
11. Webinar Series on Automating Repetitive Excel Tasks
Part 1 - Automating Repetitive Excel Tasks

In this session David will introduce you to the concept of macros in Excel, which are a means of automating repetitive tasks. The Macro Recorder is available in all Windows-based versions of Excel, as well as Excel for Mac 2011 and later. This feature transforms actions that you carry out in Excel into programming code that you can play back on demand whenever you need to execute a repetitive task.

Objectives of the Presentation:
  • Gain a comfort level with Excel's Macro Recorder
  • Understand what's possible by way of macros
  • Discover some of the risks and challenges related to macros
  • Create keyboard or mouse shortcuts for Excel features that don’t offer shortcuts
  • Understand the limitations of Excel’s Macro Recorder
  • Use the Personal Macro Workbook to create a library of automation tool
Part 2 - Automating Repetitive Excel Tasks

In this session Excel expert David H. Ringstrom, CPA helps you go beyond the Macro Recorder. David first uses the Goal Seek feature in Excel as a means of showing you how to simplify problem solving in Excel, while also adding interactivity and error-checking to macros that you’ve recorded. Go further by adapting recorded macros to work with data sets of varying size and build in decision making capabilities into recorded macros

Objectives of the Presentation:
  • Master Excel’s Goal Seek feature
  • Get an introduction to Excel’s Visual Basic for Applications programming language
  • Compare and contrast different ways to launch macros
  • Utilize Excel’s Visual Basic Editor to modify programming code that you’ve recorded
  • Enhance your macros with error handling procedures
  • Request information from users that your macros can then act on
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics.
12. Excel Spreadsheets and FDA Device Regulations
This webinar helps you understand the FDA device regulations related to Excel spreadsheets. These spreadsheets are automated processes and create electronic records. Both of these aspects are regulated by the FDA, so device manufacturers must understand the regulations and how to apply them

Objectives of the Presentation:
  • Overview of the regulations
  • Excel Validation
  • Using the Excel Convert Function
  • Excel Formula Auditing
  • Excel Protection
  • Track Changes
  • Understanding automated process in §820.70(i)
  • Electronic records and Part 11
Instructor Profile:
Dan is the President of Ombu Enterprises, LLC, a company offering training and execution in Operational Excellence, focused on analytic skills and a systems approach to operations management.
13. Internal Control Techniques for Microsoft Excel Spreadsheets
In this session Excel expert David Ringstrom, CPA shows you how to implement internal control features within your Excel spreadsheets. David shows various ways to control user's actions within an Excel spreadsheet, as well as protect worksheets and workbooks from unauthorized changes. The presentation will also demonstrate techniques that can help "future-proof" spreadsheets to minimize maintenance when changes are required.

Objectives of the Presentation:
  • Improve the integrity of spreadsheets with Excel's VLOOKUP function
  • Compare and contrast IFNA, IFERROR, and ISERROR, and see which versions of Excel support each of these worksheet functions
  • Create an in-cell list by way of Excel's Data Validation feature
  • Restrict users to entering dates within a given range, or before/after a given date
  • Minimize ongoing spreadsheet maintenance with Excel's Table feature
  • Specify a range of whole numbers that a user can enter in a worksheet cell
  • Make it harder for users to circumvent data validation, and easily identify when they attempt to do so
  • Toggle the locked status of a worksheet cell on or off by way of a custom shortcut
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics.
14. Microsoft Excel Auditing Features and Techniques
In this session Excel expert David Ringstrom, CPA shows you how to verify even the most complicated Excel workbook. This webcast demonstrates Excel's formula auditing and error checking tools, as well as techniques you can use to verify which cells contain formulas versus values. You'll be able to discover hidden worksheets, objects, and data.

Objectives of the Presentation:
  • Learn the nuances of tracing dependents and precedents by way of both Excel features and keyboard shortcuts
  • Learn two ways to instantly display all formulas within a worksheet
  • Use the Watch window to easily monitor the ramifications of even minor changes to your workbooks
  • Step through formulas in slow-motion with the Evaluate Formulas feature
  • When a cell comment won't do, use the N function to annotate formulas within the Formula bar
  • Go beyond simply adding cell comments: hide, display, and locate all commented cells with ease
  • Print a list of all cell comments on a worksheet, or print visible comments
  • Learn how range names minimize errors, save time in Excel, serve as navigation aids, and can store information in a hidden location
  • Simplify formula auditing by way of the Apply Names feature
  • Audit all named cells in a workbook with ease by way of the INDIRECT function in all versions of Excel, and the new FORMULATEXT function in Excel 2013
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics.
15. Automation Techniques for Excel-based Financial Reports
In this webcast, Excel expert David H. Ringstrom, CPA shows you how to create dynamic accounting reports for any month of the year on a single worksheet. Many users set out to build a worksheet for each month of the year, which can be cumbersome to revise. Instead David will show you how to use worksheet functions like VLOOKUP, OFFSET and SUMIFS. End-users will be able to choose any reporting period as well as department/division with just a couple of mouse clicks. The session also demonstrates how to use Microsoft Query to link to your accounting package or exported reports so that you can create a set-and-forget link to your accounting data in Excel.

Objectives of the Presentation:
  • Improve the integrity of spreadsheets with Excel's VLOOKUP function
  • Create an in-cell list by way of Excel's Data Validation feature
  • Use Excel's OFFSET function to dynamically reference data from one or more accounting periods
  • Learn a simple design technique that greatly improves the integrity of Excel's SUM function
  • Learn how to incorporate check figures and alarms into your work
  • Use Conditional Formatting to draw attention to reports that don't balance to the source data
  • Use the SUMIFS to sum values based on multiple criteria
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics.
16. Microsoft Excel Dashboard Crash Course
This webinar will provide an inside out training on the concept of dashboards in Microsoft excel and its advantages. Dashboards empower Excel users to condense large amount of information into easy to read summaries while preserving the ability to dive deep into the details when needed.

Objectives of the Presentation:
The objectives of the Presentation are to give the participants a fair idea on:
  • Create set-and-forget links to text files exported from other programs, such as accounting package
  • Connect your spreadsheets to text files, Microsoft Access or SQL databases by way of Microsoft Query
  • How Pivot Tables are a key addition to an Excel dashboard, and how the drill-down feature allows users to view additional detail on demand
  • Explore the Sparklines feature available in Excel 2010 and later, as well as a free add-in that enables this functionality in Excel 2007 and earlier
  • How the Slicers feature in Excel 2010 and later can enhance dashboard functionality by enabling users to update multiple pivot tables at once
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics.
17. Pivot Tables: Microsoft Excel's Instant Report Writer
In this presentation Excel expert David H. Ringstrom, CPA helps you understand both the nuances and the power of pivot tables in Excel. Anyone who works with lists of data in Excel should be aware of pivot tables. David will also touch on the accompanying Pivot Charts feature, as well as explain new features available only in Excel 2013 and 2016.

Objectives of the Presentation:
  • Quickly transform lists of raw data into usable reports in just a few simple steps
  • Format and analyze pivot table data with ease
  • Explore the Slicers feature introduced in Excel 2010, as well as recommended Pivot Tables in Excel 2013
  • Quickly summarize complex data sets with Excel's Pivot Chart feature
  • Incorporate calculations within, or alongside, pivot tables
  • Drill down into numbers with a double-click--or prevent users from being able to do so
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics.
18. Managing Excel Lists and Databases: Time-Saving Shortcuts for Sorting, Filtering, Analyzing and More
For 75-minutes, Excel expert Tom Fragale will lead you through a full array of powerful and easy-to-use database commands and methods critical to effectively working with Excel databases. In this webinar, you will learn how to improve your Excel database skills so that you can better summarize info-making better, more-informed business decisions.

Objectives of the Presentation:
  • Create and use Excel tables, as well as add, edit, search for and delete records in a data list using a form
  • Use VLOOKUP and HLOOKUP to aggregate data from multiple tables
  • Sort records in a data list using a variety of methods
  • Filter data in a list using a variety of methods, as well as work with filtered data
  • Create and work with subtotaled lists
  • Use various database functions to summarize data
  • Create, modify and work with PivotTables, PivotCharts and Slicers
  • Import external data from a variety of sources into Excel
Instructor Profile:
Tom Fragale is a computer professional with over 30 years experience. He has trained over 30,000 business people with online webinars, public seminars and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc.
19. Supercharge your Excel: BI Reporting with Power Pivot and Power Query
Learn to utilize the features of Power Pivot and Query to summarise large amounts of data and streamline the process of presenting the results. Power Pivot is only available for Excel 2013 and 2016 for Windows in Office Professional Plus, Office 365 Professional Plus or the standalone editions of Excel 2013 & 2016. If you don't currently have access to these versions of Excel, you are still encouraged to attend, but you'll need to upgrade your version of Excel after the webinar to utilize what you've learned. This webinar assumes a basic understanding of Excel formulas and Pivot tables.

Objectives of the Presentation:
  • How to activate/install Power Pivot and Power Query-free tools from Microsoft
  • Learn about Data Models
  • Creating relationships between different datasets in Power Pivot
  • Importing data into excel from an array of external sources
  • Learn about DAX formulas
  • Cleaning, transforming and merging data with Power Query (goodbye, Access)
  • Practical applications for different data models you can create with these tools
Instructor Profile:
Tom Fragale is a computer professional with over 30 years experience. He has trained over 30,000 business people with online webinars, public seminars and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc.
20. Building and Designing Data Input Forms in Excel
If you've ever had to enter and edit data into a table in Excel, you've probably found it to be a long-winded, repetitive and frustrating experience. Excel forms will help to take that pain away!

By following the real-world examples, in this training session you will learn how to build professional, eye-catching form-driven applications and spreadsheets.

Objectives of the Presentation:
  • You will be able to define a number of useful functions such as VLOOKUP that can help in form creation
  • You will be able to describe how to apply data validation and protection to reduce data entry errors
  • You will be able to discuss how to use formatting to make your forms inviting to use
  • You will be able to explain how naming cells will make your formulas easier to understand
Instructor Profile:
Mike Thomas has worked in the IT training business for 26 years. His expertise and experience covers designing and delivering training courses, creating written training materials (Quick Reference Guides and step-by-step tutorials), recording and editing video-based tutorials and providing support to users.
How It Works:
  • Recorded sessions will have a series of modules. Our experts have delivered the modules using PowerPoint Presentations
  • Webinar Recording Links are licensed to be used multiple times at any location with multiple attendants
  • Get unlimited access for Recorded links
  • Reference materials for Webinar Recording will be mailed to your registered e-mail id
Who will benefit?
  • System owners - responsible for keeping individual systems in validation
  • QA / QC managers, executives and personnel
  • IT / IS managers and personnel
  • Validation engineers, validation specialists
  • Software quality reviewers, software quality reviewers, SQA
  • Consultants
  • Quality Engineers (QE)
  • Production and Process Engineers
  • Manufacturing Engineers
  • Design Engineers
  • Purchasing Managers
  • Purchasing Agents
  • Supplier Quality Engineers
  • Accounting Personnel
  • Data Analyst
  • DBA
  • Payroll Specialist
  • Administrative Professional Assistant
  • Compliance Specialist
  • Marketing Specialist
  • Marketing Manager
  • Excel users who want to analyze large data sets and create relationships between tables
  • Accountants
  • CPAs
  • CFOs
  • Financial Consultants & analyst
  • BI analyst
  • Students
  • Teachers
  • Marketing personnel
  • Medical personnel
  • Legal professionals
  • Administrators
  • Finance departments
  • construction industry
  • Business Owners
  • Managers of all levels
  • Team Leaders
  • Supervisors
  • Bookkeepers
  • Marketers
  • Production and Process Engineers
  • Manufacturing Engineers
  • Supplier Quality Engineers
  • Business Analysts Forecasting & Planning Personnel Mergers & Acquisitions Specialists Risk Managers Strategic Planners Capital Expenditure Planners Cost Accountant
  • Managerial Accountants
  • Telecom
  • Pharmaceutical
  • Medical Devices
  • FDA
  • Aviation
  • Energy
  • Retail
  • Logistics & Supply Chain
  • HR and Sales professionals
  • IT Professionals Who Want a CPA/Financial Analyst's Point of View on Analytical Reporting

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