In this fast-paced session, Excel expert David Ringstrom, CPA will empower you to work more efficiently and take the tool’s features further than you ever have. David will share how to manage large workbooks with the Custom Views feature, monitor key values with the Watch Window, and calculate loan payments without using amortization tables. He’ll demo the Data Table feature with three or more variables and Pivot Tables to build a vacancy schedule. He’ll help you put your property management software reports into usable formats for analysis in Excel. You'll also uncover a few disaster recovery methods. Bring your questions!
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, live in Excel, calling out any differences in software versions.
Learning Objectives - Group, hide, and display worksheets using Custom Views
- Apply useful shortcuts for the keyboard and quick access toolbar
- Use the Group command for columns and rows
- Use Watch Window to monitor ramifications of even minor workbook changes
- Calculate loan payments without an amortization table
- Apply and resize Data Tables to avoid repetitive formulas
- Transform property management software reports into analysis-ready formats
- Build a vacancy schedule by year using Pivot Tables
- Set AutoRecover options to increase the odds of recovering your work after a crash
