Tier One Services Learning Center

All Courses, Excel, Decelerated

Excel, Decelerated: Write notes in complex formulas

Course

Techniques: The N function | Do you have long formulas which are hard to parse and easy to forget? Do you need to leave a note for an assistant or for Future You? Watch the video and download the Excel template to learn how.

All Courses, Excel, Accelerated

Excel, Accelerated: Write notes in complex formulas

Course

Time: 00:02:08 | Techniques: The N function | Do you have long formulas which are hard to parse and easy to forget? Do you need to leave a note for an assistant or for Future You? Watch the video and download the Excel template to learn how.

All Courses, Excel, Decelerated

Excel, Decelerated: Create a function to map names to a new list

Course

Techniques: LAMBDA, SUMIF, SUMIFS, XLOOKUP, ROUND, Create your own function, table object | Have you ever needed to simplify a very long formula? Watch the video and download the Excel template to learn how.

All Courses, Excel, Accelerated

Excel, Accelerated: Create a function to map names to a new list

Course

Time: 00:04:10 | Techniques: LAMBDA, SUMIF, SUMIFS, XLOOKUP, ROUND, Create your own function, table object | Have you ever needed to simplify a very long formula? Watch the video and download the Excel template to learn how.

All Courses, Excel, Decelerated

Excel, Decelerated: Add weights to regular and OT time totals

Course

Time: 00:03:57 Techniques: SUMPRODUCT, absolute referencing | Do you need a weighted denominator in order to allocate payroll to jobs using regular and OT hours as an allocation base? Watch the video and download the Excel template to learn how.

All Courses, Excel, Decelerated

Excel, Decelerated: Create a base + variable pricing matrix

Course

Techniques: SUMPRODUCT, XLOOKUP, MROUND, table object, named ranges | Do you offer flat monthly fees to your clients? Are you contemplating a base + variable calculation? Watch the video and download the Excel template to learn how.

All Courses, Excel, Accelerated

Excel, Accelerated: Create a base + variable pricing matrix

Course

Time: 00:06:54 | Techniques: SUMPRODUCT, XLOOKUP, MROUND, table object, named ranges | Do you offer flat monthly fees to your clients? Are you contemplating a base + variable calculation? Watch the video and download the Excel template to learn how

All Courses, Excel, Decelerated

Excel, Decelerated: Determine which cells meet all criteria

Course

Techniques: FIND, ISERROR, NOT, AND, add TRUE and FALSE cells | Do you need to identify which roles and projects in a job costing database meet multiple criteria? Watch the video and download the

All Courses, Excel, Accelerated

Excel, Accelerated: Determine which cells meet all criteria

Course

Time: 00:029 | Techniques: FIND, ISERROR, NOT, AND, add TRUE and FALSE cells | Do you need to identify which roles and projects in a job costing database meet multiple criteria? Watch the video and download the Excel template to learn how.

All Courses, Excel, Decelerated

Excel, Decelerated: Summarize Typeform multiple choice results

Course

Techniques: COUNTIF, TRANSPOSE, SUMIFS, MAXIFS | Do you need to determine the most-voted for answers in a multiple-choice question Typeform survey? Watch the video and download the Excel template to learn how.

All Courses, Excel, Accelerated

Excel, Accelerated: Summarize Typeform multiple choice results

Course

Time: 00:02:54| Techniques: COUNTIF, TRANSPOSE, SUMIFS, MAXIFS | Do you need to determine the most-voted for answers in a multiple-choice question Typeform survey? Watch the video and download the Excel template to learn how.

All Courses, Excel, Decelerated

Excel, Decelerated: Create an AP schedule

Course

Techniques: IF, table object, drop-down lists, conditional formatting, absolute referencing | Do you need to manage your bookkeeping firm’s A/P schedule? Watch the video and download the Excel template to learn how.

All Courses, Excel, Accelerated

Excel, Accelerated: Create an AP schedule

Course

Time: 00:03:26 | Techniques: IF, table object, drop-down lists, conditional formatting, absolute referencing | Do you need to manage your bookkeeping firm’s A/P schedule? Watch the video and download the Excel template to learn how.

All Courses, Excel, Decelerated

Excel, Decelerated: Create a custom header sort

Course

Techniques: Create a custom list, sort horizontally, sort using your custom list | Would you rather automatically arrange the columns every time you export some records? Watch the video and download the Excel template to learn how.

All Courses, Excel, Decelerated

Excel, Decelerated: Project time commitment by role

Course

Techniques: GROUPBY, table object, PivotTable | Planning an upfront project with multiple roles and need a quick total per role? Watch the video and download the Excel template to learn how.

All Courses, Excel, Accelerated

Excel, Accelerated: Project time commitment by role

Course

Time: 00:02:08 | Techniques: GROUPBY, table object, PivotTable | Planning an upfront project with multiple roles and need a quick total per role? Watch the video and download the Excel template to learn how.

All Courses, Excel, Accelerated

Excel, Accelerated: Prepare a Chart of Accounts

Course

Time: 00:00:56 | Techniques: PROPER, TEXTSPLIT, spill functions | Have you ever needed to start or convert an accounting system only to receive a Chart of Accounts in an unworkable format? Watch the video and download the Excel template to learn how.

All Courses, Excel, Decelerated

Excel, Decelerated: Cross-check an invoice batch

Course

Techniques: UNIQUE, SORT, DROP, MAP, LAMBDA, ROW, SUMIF, SUMPRODUCT, COUNTA, PivotTable. Need to check your stats before uploading an invoice batch to Xero? Watch the video and download the Excel template to learn how.

All Courses, Excel, Accelerated

Excel, Accelerated: Cross-check an invoice batch

Course

Time: 00:03:14 | Techniques: UNIQUE, SORT, DROP, MAP, LAMBDA, ROW, SUMIF, SUMPRODUCT, COUNTA, PivotTable. Need to check your stats before uploading an invoice batch to Xero? Watch the video and download the Excel template to learn how.

All Courses, Excel, Decelerated

Excel, Decelerated: Parse a single cell into multiple rows

Course

Techniques: TEXTSPLIT, CHAR, spill range, paste values | Did you ever convert a PDF to Excel only to see that you need to parse a list from one cell into multiple rows? Watch the video and download the Excel template to learn how.

All Courses, Excel, Accelerated

Excel, Accelerated: Parse a single cell into multiple rows

Course

Time: 00:01:12 | Techniques: TEXTSPLIT, CHAR, spill range, paste values | Did you ever convert a PDF to Excel only to see that you need to parse a list from one cell into multiple rows? Watch the video and download the Excel template to learn how.

All Courses, Excel, Decelerated

Excel, Decelerated: Extract a column from external data

Course

Function: DROP | When pulling in external data, at times too many columns are included and you'd like to drop some rather than having to ignore them or hide them. Watch the video and download the Excel template to learn how.

All Courses, Excel, Accelerated

Excel, Accelerated: Extract a column from external data

Course

Function: DROP | Time: 00:01:15 | When pulling in external data, at times too many columns are included and you'd like to drop some rather than having to ignore them or hide them. Watch the video and download the Excel template to learn how.

All Courses, Excel, Accelerated

Excel, Accelerated: Pull selected columns from another tab

Course

Time: 3:26 | Would you like to pull selected columns from another tab? To learn how, watch the video and download the template. Acceleration Technique: Helper column Function: FILTER, INDEX, MATCH, TRUE Object: Create a tab, Name a table

All Courses, Excel, Decelerated

Excel, Decelerated: Pull selected columns from another tab

Course

Time: 6:47 | Would you like to pull selected columns from another tab? To learn how, watch the video and download the template. Acceleration Technique: Helper column Function: FILTER, INDEX, MATCH, TRUE Object: Create a tab, Name a table

All Courses, Excel, Decelerated

Excel, Decelerated: Highlight cells that match the adjacent cell

Course

Time: 3:27| Would you like to highlight cells that match the adjacent cell? To learn how, watch the real time video and download the Excel template. Acceleration techniques: Technique: Conditional formatting Technique: Paste formats

All Courses, Excel, Accelerated

Excel, Accelerated: Highlight cells that match the adjacent cell

Course

Time: 1:45 | Would you like to highlight cells that match the adjacent cell? To learn how, watch the video and download the Excel template. Acceleration Techniques: Technique: Conditional formatting Technique: Paste formats

All Courses, Excel, Decelerated

Excel, Decelerated: Reference summarized information from a separate form

Course

Time: 7:24| Would you like to reference summarized info from a separate form? To learn how, watch the video and download the template. Acceleration Techniques: Substitute cell references for text and; Extract target text from a cell w/ more text

All Courses, Excel, Accelerated

Excel, Accelerated: Reference summarized information from a separate form

Course

Time: 3:41 | Would you like to reference summarized info from a separate form? To learn how, watch the video and download the template. Acceleration Techniques: Substitute cell references for text and; Extract target text from a cell w/ more text

All Courses, Excel, Accelerated

Excel, Accelerated: Look up vendor cost rates

Course

Time: 1:10 | Would you like to learn how to look up vendor cost rates? To learn how, watch the video and download the Excel template. Acceleration techniques: Function: XLOOKUP Technique: Absolute referencing Technique: Double-click the fill handle

All Courses, Excel, Decelerated

Excel, Decelerated: Look up vendor cost rates

Course

Time: 2:19 | Would you like to learn how to Look up vendor cost rates? To learn how, watch the real time video and download the Excel template. Acceleration techniques: Function: XLOOKUP Technique: Absolute referencing Technique: Double-click the

All Courses, Xero for Nonprofits

Myth Reconciliations not possible in Xero

Course

Topic: Myth Reconciliations not possible in Xero Technology: Xero Time: 6:57

All Courses, Xero for Nonprofits

Import statement from PDF in Xero

Course

Topic: Import statement from PDF in Xero Technology: Xero Time: 6:20

All Courses, Xero for Nonprofits

Multiple matches when reconciling in Xero

Course

Topic: Multiple matches when reconciling in Xero Technology: Xero Time: 6:42

All Courses, Excel, Accelerated

Excel, Accelerated: Identify consecutive identical data

Course

Time: 2:07 | Would you like to Identify consecutive identical data? To learn how, watch the video and download the Excel template. Acceleration Techniques: Technique: Double-click to copy down Technique: AutoFilter

All Courses, Excel, Decelerated

Excel, Decelerated: Identify consecutive identical data

Course

Time: 4:13| Would you like to identify consecutive identical data? To learn how, watch the real time video and download the Excel template. Acceleration techniques: Technique: Double-click to copy down Technique: AutoFilter

All Courses, Xero for Nonprofits

Equity accounts in Xero

Course

Topic: Equity accounts in Xero Technology: Xero Time: 10:12

All Courses, Xero for Nonprofits

Reconciliation in Xero

Course

Topic: Reconciliation in Xero Technology: Xero Time: 12:44

All Courses, Xero for Nonprofits

Reporting with Scott's Add-Ins

Course

Topic: Reporting with Scott's Add-ins Technology: Xero Time: 13:29

All Courses, Excel, Accelerated

Excel, Accelerated: Expandable conditional dropdown list content

Course

Time: 02:4 5| Would you like to learn Expandable conditional dropdown list content? To learn how, watch the video and download the Excel template. Acceleration Techniques: Technique: Data validation to create in-cell dropdown lists Technique: Lower

All Courses, Excel, Decelerated

Excel, Decelerated: Expandable conditional dropdown list content

Course

Time: 5:29| Would you like to expand conditional dropdown list content? To learn how, watch the real time video and download the Excel template. Acceleration techniques: Technique: Data validation to create in-cell dropdown lists Technique: Lower fe

All Courses, Excel, Accelerated

Excel, Accelerated: Expandable conditional dropdown lists from nonadjacent ranges

Course

Time: 02:4 | Would you like to learn Expandable conditional dropdown lists from nonadjacent ranges? To learn how, watch the video and download the Excel template. Acceleration Techniques: Technique: Upper and lower fences Technique: Data validation

All Courses, Excel, Decelerated

Excel, Decelerated: Expandable conditional dropdown lists from nonadjacent ranges

Course

Time: 5:29| Would you like to expand conditional dropdown lists even if your reference ranges are no? To learn how, watch the real time video and download the Excel template. Acceleration techniques: Technique: Name a range of cells, Upper and lower

All Courses, Nonprofit Budgeting & Finance

Pay equity

Course

Topic: Pay equity Time: 7:19

All Courses, Nonprofit Budgeting & Finance

Where does the finance role begin for grants

Course

Topic: *Where does the finance role begin for grants (00:05:37) *Where does the finance role begin for grants - Overview of the phases of a grant (00:05:34) *Awarded grants - What does finance need to know (00:11:06) Time: 22:17

All Courses, Nonprofit Budgeting & Finance

Budget revisions

Course

Topic: Budget Revisions *Budget revision layout using budget template *The flow of revised budget information using the budget template *When to do a budget revision and when to manage conversations Technology: Excel Time: 28:52

All Courses, Xero for Nonprofits

Recording to Bank Account without Manual Journal

Course

Topic: Recording to Bank Account without Manual Journal Technology: Xero Time: 10:18

All Courses, Xero for Nonprofits

Creating Merchant Processing Accounts

Course

Topic: Creating Merchant Processing Accounts Technology: Xero Time: 14:12

All Courses, Excel, Decelerated

Excel, Decelerated: Identify cells with specific characters

Course

Time: 2:38| Would you like to identify cells with specific charac? To learn how, watch the real time video and download the Excel template. Acceleration techniques: Technique: Drag the fill handle to copy a formula

All Courses, Excel, Accelerated

Excel, Accelerated: Identify cells with specific characters

Course

Time: 1:19 | Would you like to -dentify cells with specific characters? To learn how, watch the video and download the Excel template. Acceleration Techniques: Technique: Drag the fill handle to copy a formula Technique: Double-click the fill handl

All Courses, Excel, Accelerated

Excel, Accelerated: Summarize gifts by fiscal year

Course

Time: 1:21 | Would you like to know how to summarize gifts by fiscal year? To learn how, watch the video and download the Excel template. Acceleration Techniques: Technique: Double-click the fill handle to copy down Technique: Name a table object

All Courses, Excel, Decelerated

Excel, Decelerated: Summarize gifts by fiscal year

Course

Time: 4:46 | Would you like to summarize gifts by fiscal year? To learn how, watch the real time video and download the Excel template. Acceleration techniques: Technique: Double-click the fill handle to copy down Technique: Name a table object

All Courses, Xero for Nonprofits

Reporting for major programs

Course

Topic: Reporting for major programs Technology: Xero Time: 12:26

All Courses, Xero for Nonprofits

Reporting for major grants with varied date ranges

Course

Topic: Reporting for major grants with varied date ranges Technology: Xero Time: 10:57

All Courses, Xero for Nonprofits

Tech stack tools - Expense Document management

Course

Technology: Xero Topics: * Tech stack tools - Expense Document management Time: 12:22 * Tech stack tools in Xero - Bill payment Time: 15:55

All Courses, Xero for Nonprofits

Creating statement of cash flows report

Course

Topic: Creating statement of cash flows report Technology: Xero Time: 9:34

All Courses, Xero for Nonprofits

Extract report and save as draft report

Course

Topic: Extract report and save as draft report Technology: Xero Time: 4:55

All Courses, Xero for Nonprofits

Reporting a P&L by Functional Expense

Course

Topic: Reporting a P and L by Functional Expense Technology: Xero Time: 9:52

All Courses, Xero for Nonprofits

Reporting for Fiscal Sponsees in Xero

Course

Topic: Reporting for Fiscal Sponsees in Xero Technology: Xero Time: 11:38

All Courses, Xero for Nonprofits

Creating Budget Reports for Fiscal Sponsees

Course

Topic: Creating Budget Reports for Fiscal Sponsees Technology: Xero Time: 16:26

All Courses, Nonprofit Budgeting & Finance

Upload allocated payroll to the accounting system

Course

Topic: Upload allocated payroll to the accounting system Technology: Xero Time: 8:40

All Courses, Excel, Nonprofit Budgeting & Finance

Translating budget conversations into budget calculations

Course

Topic: Translating budget conversations into budget calculations Technology: Excel Time: 10:09

All Courses, Excel Café

Excel Café: Creating a Labor Rate Calculator in Excel

Course

Learn how to create a Labor Rate Calculator in Excel using named ranges, data validation and XLOOKUP.

All Courses, Excel, Nonprofit Budgeting & Finance

Preparing a supporting schedule in a budget

Course

Topic: Preparing a supporting schedule in a budget Technology: Excel Time: 10:09

All Courses, Excel, Nonprofit Budgeting & Finance

Budget Template: Adding a checkbox in Excel

Course

Topic: Budget Template: adding a checkbox in Excel Technology: Excel Time: 11:43

All Courses, Excel, Decelerated

Excel, Decelerated: Update a PivotTable with Ease

Course

Time: 10:13 | Would you like to update a PivotTable with ease? To learn how, watch the real time video and download the Excel template. Acceleration techniques: Technique: Using a table as a data source Object: Create a table and Pivot

All Courses, Excel, Decelerated

Excel, Decelerated: Standardize Database Descriptions

Course

Time: 12:55 | Would you like to standardize database descriptions? To learn how, watch the real time video and download the Excel template. Acceleration techniques: Function: XLOOKUP, PROPER Object: Table

All Courses, Excel, Decelerated

Excel, Decelerated: Subtotal Numbers Being Recognized as Text

Course

Time: 12:55 | Would you like to Subtotal Numbers Being Recognized as Text? To learn how, watch the real time video and download the Excel template. Acceleration techniques: Function: SUBTOTAL

All Courses, Excel, Nonprofit Budgeting & Finance

Prepare a budget in the accounting system

Course

Topic: Prepare a budget in the accounting system Technology: Excel Time: 6:29

All Courses, Excel, Decelerated

Excel, Decelerated: Extract a Zip Code from Full Address

Course

Time: 15:36 | Would you like to extract a Zip Code from a full address in Excel? To learn how, watch the real time video and download the Excel template. Acceleration techniques: Function: RIGHT, REPLACE, NUMBERVALUE Object: Create and name a table

All Courses, Excel, Decelerated

Excel, Decelerated: Adjust inventory prices to a higher minimum

Course

Time: 8:15 | Would you like to adjust inventory prices to a higher minimum? To learn how, watch the real time video and download the Excel template. Technique: Name a Cell Function: Max

All Courses, Xero for Nonprofits

Batch import sales invoices in Xero

Course

Topic: Batch import revenue invoices Technology: Xero Time: 11:12

All Courses, Excel, Decelerated

Excel, Decelerated: Using the Subtotal Function

Course

Time: 11:53 | Would you like to use the subtotal function in Excel? To learn how, watch the real time video and download the Excel template. Acceleration techniques: Function: SUBTOTAL

All Courses, Xero for Nonprofits

Grouping AP Aging in Xero

Course

Topic: Grouping AP Aging Technology: Xero Time: 11:03

All Courses, Xero for Nonprofits

Grouping AR Aging in Xero

Course

Topic: Grouping AR Aging Technology: Xero Time: 6:37

All Courses, Xero for Nonprofits

Transfer of money in Xero

Course

Topic: Transfer of money Technology: Xero Time: 4:48

All Courses, Nonprofit Budgeting & Finance

Budget for a single location

Course

Topic: Budget for a single location Technology: Excel Time: 7:18

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Batch import vendor bills in Xero

Course

Topic: Batch import vendor bills Technology: Xero Time: 8:46

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Best practices in setting up your credit card in Xero

Course

Topic: Best practices in setting up your credit card in Xero Technology: Xero Time: 8:33

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Recording a payment on the credit card in Xero

Course

Topic: Recording a payment on the credit card Technology: Xero Time: 4:32

All Courses, Excel Café

Excel Café: Handling Summarized Sales Posting from 3rd Party Sales

Course

Learn how to summarize and post transactions from 3rd party sales software in Excel, using Data Tables, a Lookup Table, XLOOKUP, and SUMIFS

All Courses, Excel, Nonprofit Budgeting & Finance

Budget by Funding Source and Functional Expense

Course

Topic: Budget by funding source and functional expense Technology: Excel Time: 23:19

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Using Xero's Visual Snapshot in Board Reporting in Xero

Course

Topic: Using Xero's visual snapshot in Board reporting in Xero Technology: Xero Time: 8:50

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Changing the Date of a Paid Bill in Xero

Course

Topic: Changing the date of a paid bill in Xero Technology: Xero Time: 10:57

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Collecting W9s in Xero

Course

Topic: Collecting W9s in Xero Technology: Xero Time: 12:51

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Cash coding in Xero

Course

Topic: Cash coding in Xero Technology: Xero Time: 10:07

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Import Bank and Credit Card Transactions in Xero

Course

Topic: Import Bank and Credit Card Transactions in Xero Technology: Xero Time: 20:30

All Courses, Excel Café

Excel Café: Creating a Labor Distribution in Excel

Course

Learn how to create a labor distribution in Excel using tables, PivotTables and PivotCharts.

All Courses, Excel, Nonprofit Budgeting & Finance

Capital Budgeting

Course

Topic: Capital budgeting Technology: Excel Time: 10:20

All Courses, Excel, Nonprofit Budgeting & Finance

Budget Report Functions

Course

Topic: Budget report functions Technology: Excel Time: 10:11

All Courses, Excel, Nonprofit Budgeting & Finance

Nanolearning with Tenisha and Jaime - Budget database layout and Excel functions

Course

Topic: Budget database layout and Excel functions Technology: Excel Time: 19:37

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Accounting for pledges in Xero

Course

Topic: Correcting transactions in bulk Technology: Xero Time: 16:26

All Courses, Nonprofit Budgeting & Finance

Internal Controls for Developing Nonprofits

Course

Executive Directors and Board Chairs, you won't want to miss this one! As an attorney specializing in nonprofit organizations, Shahara Wright brings some financial policy issues forward for discussion with our group admins.

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Correcting transactions in bulk in Xero

Course

Topic: Correcting transactions in bulk Technology: Xero Time: 16:26

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Journal Entries in the Bank Accounts in Xero

Course

Topic: Journal entries in bank accounts Technology:  Xero Time: 17:30

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Dynamic Reporting in Xero

Course

Topic: Dynamic Reporting in Xero Technology: Xero Time: 32:24

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

The Magical Features of the Chart of Accounts in Xero

Course

Topic: The Magical Features of the Chart of Accounts in Xero Technology: Xero Time: 13:49

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Tracking Functional Expenses in Xero

Course

Topic: Tracking Functional Expenses in Xero Technology: Xero Time: 6:01

All Courses, Excel, Decelerated

Excel, Decelerated: Graph a checking account balance

Course

Time: 8:16 | Would you like to graph a checking account balance? To learn how, watch the real time video and download the Excel template. Techniques: highlight non-adjacent ranges

All Courses

Create a nutrition tracker in Excel

Course

Track calories, protein, carbs, and fat using techniques like XLOOKUP, SUMPRODUCT, INDEX, MATCH, data validation, fences, table objects, PivotCharts, VBA programming (macros), and more.

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Transaction-level grant tracking via batch reclassification

Course

Topic: Transaction-level grant tracking via batch reclassification; grant reporting Technology: Xero Time: 10:05

All Courses, Nonprofit Budgeting & Finance, Xero for Nonprofits

Transaction-level payroll allocation across grants

Course

Topic: Transaction-level payroll allocation across grants Technology: Xero Time: 12:59

All Courses, Excel

VBA for Accountants

Course

All Courses, CFO Advantage

CFO Advantage: Business Ecosystems

Course

All Courses, CFO Advantage

CFO Advantage: Economic Leakages

Course

All Courses, Excel, Accelerated

Excel, Accelerated: Clear a cell when a related column is marked complete

Course

Time: 1:18 | Do you need to manage a project status dashboard? If you would like to clear a cell when a different cell is marked complete, watch the video and download the Excel template. Techniques: DATE, IF, checkmark symbol

All Courses, Excel, Accelerated

Excel, Accelerated: Use the FILTER function to exclude multiple values

Course

Time: 1:59 | Would you like to know how to use the FILTER function to exclude multiple values? To learn how, watch the video and download the Excel template. Techniques: FILTER, * operator

All Courses, Excel, Decelerated

Excel, Decelerated: Total columns based on 1 criterion

Course

Time: 2:23 | Would you like to total columns based on 1 criterion? To learn how, watch the real time video and download the Excel template. Techniques: SUMIF, Absolutely reference columns, rows, or both

All Courses, Excel, Decelerated

Excel, Decelerated: Compare data on 2 tabs

Course

Time: 2:10 | Would you like to compare data on 2 tabs? To learn how, watch the real time video and download the Excel template. Techniques: XLOOKUP, = operator, Use tables

All Courses, Excel, Decelerated

Excel, Decelerated: Separate text which has a bullet point

Course

Time: 8:19 | Would you like to separate text which has a bullet point? To learn how, watch the real time video and download the Excel template. Techniques: Text to columns, TRIM, LEFT, FIND, IFERROR, ISBLANK, IF

All Courses, Excel, Decelerated

Excel, Decelerated: Use VBA to mimic double-clicking the fill handle

Course

Time: 10:19 | Would you like to use VBA to mimic double-clicking the fill handle? To learn how, watch the real time video and download the Excel template. Techniques: Define a variable, Set the variable's value

All Courses, Excel, Decelerated

Excel, Decelerated: Summarize PayPal transactions

Course

Time: 14:03 | Would you like to know how to summarize PayPal transactions? To learn how, watch the real time video and download the Excel template. Techniques: SUMIFS, LEFT, DATEVALUE, IFERROR, TEXT, Create and name a table, Name a cell

All Courses, Excel, Accelerated

Excel, Accelerated: Total columns based on 1 criterion

Course

Time: 1:12 | Would you like to know how to total columns based on 1 criterion? To learn how, watch the video and download the Excel template. Techniques: SUMIF, Absolutely reference columns, rows, or both

All Courses, Excel, Accelerated

Excel, Accelerated: Compare data on 2 tabs

Course

Time: 2:10 | Would you like to know how to compare data on 2 tabs? To learn how, watch the video and download the Excel template. Techniques: XLOOKUP, = operator, Use tables

All Courses, Excel, Accelerated

Excel, Accelerated: Separate text which has a bullet point

Course

Time: 4:10 | Would you like to know how to separate text which has a bullet point? To learn how, watch the video and download the Excel template. Techniques: Text to columns, TRIM, LEFT, FIND, IFERROR, ISBLANK, IF

All Courses, Excel, Accelerated

Excel, Accelerated: Use VBA to mimic double-clicking the fill handle

Course

Time: 5:10 | Would you like to know how to use VBA to mimic double-clicking the fill handle? To learn how, watch the video and download the Excel template. Techniques: Define a variable, Set the variable's value

All Courses, Excel, Accelerated

Excel, Accelerated: Summarize PayPal transactions

Course

Time: 3:32 | Would you like to know how to summarize PayPal transactions? To learn how, watch the video and download the Excel template. Techniques: SUMIFS, LEFT, DATEVALUE, IFERROR, TEXT, Create and name a table, Name a cell, Remove duplicates

All Courses, Excel, Accelerated

Excel, Accelerated: Total the bills due this week

Course

Time: 1:44 | Would you like to know how to total bills due this week? To learn how, watch the video and download the Excel template. Techniques: SUMIFS, INDEX, MATCH, EOMONTH, DAY, Name a cell, Use an operator on a date, Color an input cell

All Courses, Excel, Accelerated

Excel, Accelerated: Retain leading zeroes in ID numbers

Course

Time: 2:41 | Would you like to know how to retain leading zeroes in ID numbers? To learn how, watch the video and download the Excel template. Techniques: TEXT, RIGHT, REPT, LEN, FIND

All Courses, Excel, Accelerated

Excel, Accelerated: Calculate profit by project

Course

Time: 6:07 | Would you like to know how to calculate profit by project? To learn how, watch the video and download the Excel template. Techniques: XLOOKUP, SUMIFS, SUMIF, ROUND, IFERROR, EOMONTH, Create and name a table, Create a line graph

All Courses, Excel, Accelerated

Excel, Accelerated: Export an IRS form to Excel

Course

Time: 0:39 | Would you like to know how to export an IRS form to Excel? To learn how, watch the video and download the Excel template. Techniques: Export to Excel using Adobe Acrobat Pro

All Courses, Excel, Accelerated

Excel, Accelerated: Track project dates

Course

Time: 3:56 | Would you like to know how to track project dates? To learn how, watch the video and download the Excel template. Techniques: Conditional formatting, MAXIFS, TODAY, AND, Create and name a table object

All Courses, Excel, Accelerated

Excel, Accelerated: Create a personal budget

Course

Time: 3:03 | Would you like to know how to create a simple personal budget? To learn how, watch the video and download the Excel template. Techniques: XLOOKUP, Create a PivotTable, Use a PivotTable Timeline, Create and name a table

All Courses, Excel, Accelerated

Excel, Accelerated: Allocate payroll to projects with inconsistent employee names

Course

Time: 2:13 | Would you like to know how to allocate payroll to projects with inconsistent employee names? To learn how, watch the video and download the Excel template. Techniques: XLOOKUP, SUMIF, ROUND, Name mapping, Create and name a table

All Courses, Excel, Accelerated

Excel, Accelerated: Automatically change a week of dates based on the first date in the week

Course

Time: 0:26 | Would you like to know how to automatically change a week of dates based on the first date in the week? To learn how, watch the video and download the Excel template. Techniques: Name a cell, Perform math on a date

All Courses, Excel, Accelerated

Excel, Accelerated: Transpose a list into a 3-column database

Course

Time: 0:47 | Would you like to know how to transpose a list into a 3-column database? To learn how, watch the video and download the Excel template. Techniques: INDEX, Helper columns, Fill down, Absolute referencing

All Courses, Excel, Accelerated

Excel, Accelerated: Nested IF

Course

Time: 1:57 | Would you like to know how to determine price by filtered price points? To learn how, watch the video and download the Excel template. Techniques: IFS, IF, Nesting IF statements

All Courses, Excel, Accelerated

Excel, Accelerated: Dynamic dropdown lists

Course

Time: 2:15 | Would you like to know how to create a dynamic data validation lookup? To learn how, watch the video and download the Excel template. Techniques: IF, VLOOKUP, Create and name data ranges, Absolute referencing

All Courses, Excel, Accelerated

Excel, Accelerated: Protect and Sort

Course

Time: 3:46 | Would you like to know how to Sort, Select, and Protect data in a locked table? To learn how, watch the video and download the Excel template. Techniques: Create and name a table, Create arrows for sorting, Lock/unlock cells

All Courses, Excel, Accelerated

Excel, Accelerated: Identify most recent date

Course

Time: 1:55 | Would you like to know how to list each vendor with the most recent date that they were paid? To learn how, watch the video and download the Excel template. Techniques: NUMBERVALUE, MAXIFS, PivotTable, table

All Courses, Excel, Accelerated

Excel, Accelerated: Extract key terms from a cell

Course

Time: 2:22 | Would you like to know how to extract key terms from a cell? To learn how, watch the video and download the Excel template. Techniques: LEFT, RIGHT, LEN, FIND, Helper columns, Fill down, Increment numbers

All Courses, Excel, Accelerated

Excel, Accelerated: Split month, date, and time into separate columns

Course

Time: 0:50 | Would you like to know how to split month, date, and time into separate columns? To learn how, watch the video and download the Excel template. Techniques: TEXT

All Courses, Excel, Accelerated

Excel, Accelerated: Split out address components into columns

Course

Time: 0:47 | Would you like to know how to split out address components into columns? To learn how, watch the video and download the Excel template. Techniques: Text to Columns in 2 stages

All Courses, Excel, Accelerated

Excel, Accelerated: Change date formatting

Course

Time: 1:55 | Would you like to know how to change date formatting? To learn how, watch the video and download the Excel template. Techniques: Add digits to the end of text, Reformat cells from text to number, Reformat cells from number to date, &

All Courses, Excel, Accelerated

Excel, Accelerated: AutoComplete from a predefined list

Course

Time: 2:56 | Would you like to know how to perform AutoComplete from a predefined list? To learn how, watch the video and download the Excel template. Techniques: INDEX, Fill down to the bottom of a list, In-cell AutoComplete, In-cell dropdown

All Courses, Excel, Accelerated

Excel, Accelerated: Pull relevant information from another tab

Course

Time: 1:16 | Would you like to know how to pull relevant information from another tab? To learn how, watch the video and download the Excel template. Techniques: XLOOKUP, INDEX, MATCH, VLOOKUP, COLUMN, Select table headers only

All Courses, Excel, Accelerated

Excel, Accelerated: Test for whether row and column headers are in a table record

Course

Time: 1:16 | Would you like to know how to test for whether row and column headers are in a table record ? To learn how, watch the video and download the Excel template. Techniques: Helper column, COUNTIF, The join operator

All Courses, Excel, Accelerated

Excel, Accelerated: Count names in multiple columns

Course

Time: 1:42 | Would you like to know how to count names in multiple columns ? To learn how, watch the video and download the Excel template. Techniques: Group and outline, IF, COUNTIF, Table slicer, Create and name a table

All Courses, Excel, Accelerated

Excel, Accelerated: Summarize monthly financial transactions in a PivotTable

Course

Time: 5:37 | Would you like to know how to summarize monthly financial transactions in a PivotTable? To learn how, watch the video and download the Excel template. Techniques: Create a PivotTable from detailed transactions

All Courses, Excel, Accelerated

Excel, Accelerated: Create combinatorial table based on two lists

Course

Time: 3:14 | Would you like to know how to create combinatorial table based on two lists? To learn how, watch the video and download the Excel template. Techniques: COUNTA, INDEX, IF, ISTEXT, MOD, IFERROR, & operator, Create and name a table

All Courses, Excel, Accelerated

Excel, Accelerated: Use conditional formatting to test for identical cell values

Course

Time: 0:42 | Would you like to know how to use conditional formatting to test for identical cell values? To learn how, watch the video and download the Excel template. Techniques: Conditional formatting, Use a formula inside conditional formatting

All Courses, Excel, Accelerated

Excel, Accelerated: Move comments into cells

Course

Time: 2:18 | Would you like to know how to move comments into cells? To learn how, watch the video and download the Excel template. Techniques: Add the Developer tab to the ribbon, Insert and name a module for macro programming

All Courses, Excel, Accelerated

Excel, Accelerated: Troubleshoot a circular reference

Course

Time: 1:13 | Would you like to know how to troubleshoot a circular reference? To learn how, watch the video and download the Excel template. Techniques: Locating circular reference

All Courses, Excel, Accelerated

Excel, Accelerated: Calculate benefit eligibility date

Course

Time: 1:24 | Would you like to know how to calculate the date based on criteria? To learn how, watch the video and download the Excel template. Techniques: EOMONTH, XLOOKUP, Create and name a table, Paste Values

All Courses, Excel, Accelerated

Excel, Accelerated: Tag and expand a list

Course

Time: 0:48 | Would you like to know how to append text to an existing list, duplicating that list for each type of text? To learn how, watch the video and download the Excel template. Techniques: & operator, Sort with two levels

All Courses, Excel, Accelerated

Excel, Accelerated: Call up a record with selected contact information

Course

Time: 2:30 | Would you like to know how to call up a record with selected contact information? To learn how, watch the video and download the Excel template. Techniques: Create a fence under a database, Name a range, Create an in-cell dropdown box

All Courses, Excel Advantage for Accountants

Excel Advantage for Accountants: Create Excel-Based Payroll Allocation Template

Course

Time: 1:21 | Would you like to know how to paste data into a transposed layout? To learn how, watch the video and download the Excel template. Techniques: transpose while pasting

All Courses, Excel, Accelerated

Excel, Accelerated: Paste data into a transposed layout

Course

Time: 1:21 | Would you like to know how to paste data into a transposed layout? To learn how, watch the video and download the Excel template. Techniques: transpose while pasting

All Courses, Excel, Accelerated

Excel, Accelerated: Add notes next to a PivotTable

Course

Time: 2:23 | Would you like to know how to add commentary next to a PivotTable? To learn how, watch the video and download the Excel template. Techniques: Create and name a table, Create a PivotTable, Remove duplicates, IFERROR, XLOOKUP

All Courses, Excel, Accelerated

Excel, Accelerated: Track a two-way loan balance

Course

Time: 3:20 | Would you like to know how to track a balance of a loan whose balance switches between two parties? To learn how, watch the video and download the Excel template. Techniques: Force a table to have different formulas in a column, SUMIF

All Courses, Excel, Accelerated

Excel, Accelerated: Count cells by color

Course

Time: 1:09 | Would you like to know how to count cells by color? To learn how, watch the video and download the Excel template. Techniques: SUBTOTAL, AutoFilter

All Courses, Excel, Accelerated

Excel, Accelerated: Roll forward a tax code line item mapping

Course

Time: 1:22 | Would you like to know how to roll forward a tax code line item mapping? To learn how, watch the video and download the Excel template. Techniques: XLOOKUP, Unmerge cells, AutoFilter

All Courses, Excel, Accelerated

Excel, Accelerated: Concatenate dollar amounts into a single cell

Course

Time: 1:07 | Would you like to link dollar amounts into a single cell? To learn how, watch the video and download the Excel template. Techniques: CONCAT, TEXT

All Courses, Excel Hangout

Hangout: How to compare data and summarize with PivotTable

Course

Technique: How to compare data and summarize with PivotTable | Why: Create a sales by state summary | Step 1: Create and name your tables | Step 2: Use XLOOKUP to combine data from the 2 tables | Step 3: Summarize with a PivotTable

All Courses, Excel, Accelerated

Excel, Accelerated: Combine row headers and subheaders

Course

Time: 1:15 | Would you like help naming row headers and subheaders? To learn how, watch the video and download the Excel template. Techniques: LEN, TRIM, CHOOSE, TEXTJOIN, Absolute referencing

All Courses, Excel, Accelerated

Excel, Accelerated: Name a cell according to the tab name

Course

Time: 1:29 | Would you like to name a cell according to the tab name? To learn how, watch the video and download the Excel template. Techniques: CELL, RIGHT, LEN, FIND, Group sheets, Ungroup sheets

All Courses, Excel, Accelerated

Excel, Accelerated: Summarize sales by state

Course

Time: 1:22 | Would you like to be able to summarize sales by state? To learn how, watch the video and download the Excel template. Techniques: XLOOKUP, Create and name a table

All Courses, Excel, Accelerated

Excel, Accelerated: Add a target trendline to a graph

Course

Time: 1:56 | Do you wonder how to a target trendline to a graph? If you would like to learn how, watch the video and download the Excel template. Techniques: COUNT, ROW(), ROW(reference), Create a line graph, Customize the graph title

All Courses, Excel, Accelerated

Excel, Accelerated: Create a checklist with conditional logic

Course

Time: 4:54 | Do you need help creating an in-cell dropdown list? If you would like to learn how, watch the video and download the Excel template. Techniques: Name a range, Name a module, Create a subroutine, If, Evaluate a cell value

All Courses, Excel, Accelerated

Excel, Accelerated: Allocate salaries

Course

Time: 4:07 | Do you need help job costing for professional services? If you would like to learn how, watch the video and download the Excel template. Techniques: XLOOKUP, ROUND, Create a PivotTable, Create and name a table, Format Painter

All Courses, Excel, Accelerated

Excel, Accelerated: Remove text from a cell with dollar amounts

Course

Time: 1:37 | Do you need help removing text from a cell with dollar amounts? If you would like to learn how, watch the video and download the Excel template. Techniques: LEFT, LEN, Autofill down, ISNUMBER, NUMBERVALUE

All Courses, Excel, Accelerated

Excel, Accelerated: Parse negative and positive numbers into 2 columns

Course

Time: 1:45 | Do you need help parsing negative and positive numbers into 2 columns? If you would like to learn how, watch the video and download the Excel template. Techniques: IF, Format Painter

All Courses, Excel, Accelerated

Excel, Accelerated: Convert text digits to numbers

Course

Time: 1:20 | Do you need help converting text digits to numbers? If you would like to learn how, watch the video and download the Excel template. Techniques: ISNUMBER, NUMBERVALUE, Double-click the fill handle to copy down

All Courses, Excel, Accelerated

Excel, Accelerated: Count cells containing a certain letter

Course

Time: 1:38 | Do you need to count cells containing a certain letter? If you would like to learn how, watch the video and download the Excel template. Techniques: COUNTIF, Wildcard *, Join operator "&"; Absolute referencing

All Courses, Excel, Accelerated

Excel, Accelerated: Compare two databases

Course

Time: 3:26 | Do you need to list the differences between two databases? If you would like to learn how, watch the video and download the Excel template. Techniques: XLOOKUP, IF, TEXT, table objects, the "join" operator

All Courses, Excel, Accelerated

Excel, Accelerated: Round money to the nearest penny

Course

Time: 0:48 | Are you having trouble rounding payroll taxes to the nearest penny? If you would like to learn how, watch the video and download the Excel template. Techniques: ROUND, use the additive inverse in a formula

All Courses, Excel, Accelerated

Excel, Accelerated: Add the year to a date

Course

Time: 1:06 | Do you have source data with only the month and day? If you would like to learn how to append the year, watch the video and download the Excel template. Techniques: DATEVALUE, "join" operator, name a range

All Courses, Excel, Accelerated

Excel, Accelerated: Calculate overtime automatically

Course

Time: 5:30 | Are you calculating overtime manually? If you would like to learn how to automate this, watch the video and download the Excel template. Techniques: WEEKNUM, SUMIFS, XLOOKUP, Convert time values to decimal values

All Courses, Excel, Accelerated

Excel, Accelerated: Subtotal numbers being recognized as text

Course

Time: 1:37 | Are your subtotal numbers sometimes recognized as text? If you would like to learn how to fix this, watch the video and download the Excel template. Techniques: ISNUMBER, NUMBERVALUE, Subtotal tool

All Courses, Excel, Accelerated

Excel, Accelerated: Update a PivotTable

Course

Time: 1:50 | Do you need to update a PivotTable with recently added information? Watch the video and download the Excel template to learn how. Techniques: Create and name a table, Create a PivotTable

All Courses, Excel, Accelerated

Excel, Accelerated: Standardize database descriptions

Course

Time: 1:27 | Would you like to standardize your database descriptions? Watch the video and download the Excel template to learn how. Techniques: Table, XLOOKUP, PivotTable

All Courses, CFO Advantage

CFO Advantage: Advanced Asana for Accountants

Course

Create projects and tasks efficiently through importing a workspace and checklists from Excel; set up different user groups for security; see some special uses for Asana projects such as A/R collections, onboarding, and training.

All Courses, Excel, Accelerated

Excel, Accelerated: Troubleshoot a Clearing Account

Course

Acceleration techniques include: Sort, Subtotal, Group and Outline

All Courses, Excel, Accelerated

Excel, Accelerated: Total Amounts from Pick List

Course

Task: Total values by category Context: A budget vs. actual summary by category Acceleration techniques: Function: SUMIF Technique: Absolute referencing Object: Create a table Object: Name a table Technique: In-cell drop-down list Time: 3:47

All Courses, Excel, Accelerated

Excel, Accelerated: Random sample

Course

Task: Generate a random sample Context: Accounts receivable database during financial statement audit Acceleration techniques: Function: RAND Function: ROUND Function: RANDBETWEEN Technique: F9 Technique: Remove Duplicates Time: 2:43

All Courses, Excel, Accelerated

Excel, Accelerated: Delete blank rows

Course

Time: 1:57 | Task: Delete blank rows | Acceleration techniques: Go To, activate the Delete Cells dialog, record a macro, assign a keyboard shortcut to a macro, make a macro available to all locally open Excel files

All Courses, Excel, Accelerated

Excel, Accelerated: Forecasted accrual of multiple staggered bills

Course

Time: 2:50 | Task: Forecast and accrue expenses for multiple staggered bills | Acceleration techniques: MAXIFS, SUMIFS, table object, format painter, ROUND, use a control cell, fill down

All Courses, Excel, Accelerated

Excel, Accelerated: Create sheet tabs from cell data

Course

Time: 3:03 | Task: Create sheet tabs from cell data | Acceleration techniques: Record a macro; edit the VBA code; create a For/Next loop; Sheet, Range, and Cell objects

All Courses, Excel, Accelerated

Excel, Accelerated: Test for whether a number falls within a range

Course

Time: 1:55 | Task: Test for whether a number falls within a range | Acceleration techniques: Control cells, RANDBETWEEN, IF, AND, greater than or equal to operator, less than or equal to operator, absolute referencing, named ranges

All Courses, Excel, Accelerated

Excel, Accelerated: Count survey responses

Course

Time: 2:52 | Task: Tally survey response totals for each question | Acceleration techniques: COUNTIF, Create a database layout, keyboard shortcuts, PivotTable, PivotChart, Slicer

All Courses, Excel, Accelerated

Excel, Accelerated: Invert first and last names, with some middle initials

Course

Time: 1:34 | Task: Invert first and last names, with some middle initials | Acceleration techniques: Text to Columns, IF, ISBLANK, TEXTJOIN

All Courses, Excel, Accelerated

Excel, Accelerated: Parse an address with a line break

Course

Time: 1:23 | Task: Parse a cell with a line break | Acceleration techniques: LEFT, RIGHT, LEN, FIND, CHAR, format painter

All Courses, Excel, Accelerated

Excel, Accelerated: Tiered sales commissions

Course

Time: 3:54 | Task: Automatically display a commission rate contingent on a value in another cell | Acceleration techniques: IF, IFS, VLOOKUP, XLOOKUP, AND, create and name a table

All Courses, Excel, Accelerated

Excel, Accelerated: Effect a currency conversion

Course

Time: 2:19 | Task: Effect a currency conversion | Acceleration techniques: Name a cell, ROUND, Paste Special > Formulas, GBP format, Group and Outline, Center Across Selection

All Courses, Excel, Accelerated

Excel, Accelerated: Extract key words from text

Course

Time: 2:45 | Task: Extract key words from text | Acceleration techniques: Table, Remove Duplicates, VLOOKUP, COLUMNS, XLOOKUP, RIGHT, LEN

All Courses, Excel, Accelerated

Excel, Accelerated: Subtotal columns which have header groupings

Course

Time: 1:27 | Task: Subtotal columns which have header groupings | Acceleration techniques: LEFT, FIND, SUMIF, absolute referencing for columns, rows, and both, Format Painter, Group and Outline

All Courses, Excel, Accelerated

Excel, Accelerated: Rent tracker

Course

Time: 4:00 | Task: Create a rent tracker with automation | Acceleration techniques: Table, PivotTable, EDATE, using a TRUE/FALSE column as a filter

All Courses, Excel, Accelerated

Excel, Accelerated: Extract key totals from a database

Course

Time: 4:19 | Task: Extract key totals from a database | Acceleration techniques: Table, PivotTable, SUMIFS

All Courses, Excel, Accelerated

Excel, Accelerated: Troubleshoot monthly date groupings in a PivotTable

Course

Time: 1:49 | Task: Troubleshoot monthly date groupings in a PivotTable | Acceleration techniques: NUMBERVALUE, PivotTable, group PivotTable dates by month

All Courses, Excel, Accelerated

Excel, Accelerated: Extract numbers from cells with both numbers and text

Course

Time: 1:54 | Task: Take a cell with both numbers and text, and extract only the numbers | Acceleration techniques: Text to columns, IF, LEFT, FIND, NUMBERVALUE

All Courses, Excel, Accelerated

Excel, Accelerated: Advance data 1 month in a two-dimensional, multi-year table

Course

Time: 2:02 | Task: Advance data 1 month in a two-dimensional, multi-year table | Acceleration techniques: INDEX, MATCH, SUMIFS, Combination absolute/relative referencing in a single cell reference

All Courses, Excel, Accelerated

Excel, Accelerated: T1S EA video - Create automated amortization schedule

Course

Time: 7:31 | Task: Create an automated amortization schedule which also calculates the final payment for a $0 ending balance | Acceleration techniques: ROUND, PMT, EDATE, name ranges, macros/VBA, Goal Seek, command buttons

All Courses, Excel, Accelerated

Excel, Accelerated: Control date groupings in a PivotTable

Course

Time: 1:13 | Task: Control date groupings in a PivotTable | Acceleration techniques: Group and ungroup dates in the PivotTable

All Courses, Excel, Accelerated

Excel, Accelerated: Create scenarios from columns in different combinations

Course

Time: 2:05 | Task: Add different combinations of cost sets for different scenarios | Acceleration techniques: Create an in-cell drop-down list, Name a range, COUNTIF, SUMPRODUCT, Absolute and relative referencing

All Courses, Excel, Accelerated

Excel, Accelerated: Create invoice ID from existing information

Course

Time: 1:57 | Task: Create invoice ID from existing information | Acceleration techniques: LEFT, TEXT, FIND, &, LOWER, UPPER, a variety of date formats, IFERROR

All Courses, Excel, Accelerated

Excel, Accelerated: Total database figures in new columns

Course

Time: 2:46 | Task: Total database figures in a new report with dates in columns | Acceleration techniques: SUMIF, RANDBETWEEN, TEXT, Remove Duplicates, Table, PivotTable, copy a column to a row

All Courses, Excel, Accelerated

Excel, Accelerated: Compare 4 key metrics for 350 companies over 10 years

Course

Time: 5:48 | Task: Create a dynamic dashboard to compare 4 key metrics for 350 companies over 10 years | Acceleration techniques: ROUND, RANDBETWEEN, TEXT, Remove Duplicates, Name a range, Data validation, Drop-down list, SUMIFS, Line graph

All Courses, Excel, Accelerated

Excel, Accelerated: Create a basic startup 3-year P&L forecast

Course

Time: 5:17 | Task: Create a basic 3-year P&L startup forecast| Acceleration techniques: ROUND, dynamic rounding, goal seek to forecast revenue based on owner compensation requirements, Group and Outline, asymmetrical absolute referencing

All Courses, Excel, Accelerated

Excel, Accelerated: Create a chart from the most recent form entry

Course

Time: 2:16 | Task: Create a chart from the most recent form entry values | Acceleration techniques: MAX, VLOOKUP, COLUMNS, create and name a table, pie chart

All Courses, Excel, Accelerated

Excel, Accelerated: Identify overdue items

Course

Time: 4:18 | Task: Identify overdue items | Acceleration techniques: Conditional formatting, AND, TODAY, <=, use a control cell, AutoFilter, table object, slicers

All Courses, Excel, Accelerated

Excel, Accelerated: Dynamic rolling average

Course

Time: 3:50 | Task: Create a rolling n-month average that ignores annual totals | Acceleration techniques: AVERAGEIFS, EOMONTH, IFERROR, IF, MIN, absolute referencing, concatenate operator, helper row, use a named range in a formula

All Courses, Excel, Accelerated

Excel, Accelerated: Bank statement manipulation and categorization

Course

Time: 3:33 | Task: Manipulate and classify a list of transactions | Acceleration techniques: Table, VLOOKUP, split a column into 2 columns of debits and credits, Accumulate all records with specified text, remove duplicates, create a PivotTable

All Courses, Excel, Accelerated

Excel, Accelerated: Extract text from a cell

Course

Time: 4:01 | Task: Extract text from a cell | Acceleration techniques: CHAR, REPLACE, FIND, Text-to-columns, NUMBERVALUE, RIGHT, LEN

All Courses, Excel, Accelerated

Excel, Accelerated: T1S EA video - Amortization schedule with flexible accrued interest

Course

Time: 2:13 | Task: Calculate loan interest when payments are irregular | Acceleration techniques: ROUND, absolute referencing, create a table

All Courses, Excel, Accelerated

Excel, Accelerated: Reference an expanding database

Course

Time: 4:01 | Task: Summarize figures from multiple tabs | Acceleration techniques: Create and name a table, 3-D formulas, fence technique, SUM, SUMIF, EOMONTH

All Courses, Excel, Accelerated

Excel, Accelerated: Rotating Assignments

Course

Time: 1:40 | Task: Assign employees to line items on a rotating basis | Acceleration techniques: Create and name a table, IF, VLOOKUP, COLUMNS

All Courses, Excel, Accelerated

Excel, Accelerated: Parse addresses

Course

Time: 2:16 | Task: Parse addresses from 1 cell into multiple cells| Acceleration techniques: Increment text cells which end with a number, RIGHT, LEFT, TEXT, Text-to-columns, TRIM

All Courses, Excel, Accelerated

Excel, Accelerated: Format a number in a text string

Course

Time: 1:40 | Task:Format a number in a string which concatenates both text and numbers from cells in a database | Acceleration techniques: CONCAT, TEXT, TEXTJOIN

All Courses, Excel, Accelerated

Excel, Accelerated: Change certain grades to other text

Course

Time: 0:51 | Task: Retain certain grades while changing others to specified text | Acceleration techniques: VLOOKUP, name a range

All Courses, Excel, Accelerated

Excel, Accelerated: Create a database layout with multiple dimensions

Course

Time: 5:03 | Task: Create a multidimensional database layout from information laid out in a different format | Acceleration techniques: Transpose, VLOOKUP, INDEX, MATCH, Format Painter, absolute referencing, PivotTable

All Courses, Excel, Accelerated

Excel, Accelerated: Create uniform starting column

Course

Time: 3:08 | Task: Create uniform starting column from comparative Balance Sheet | Acceleration techniques: TRIM, CONCAT, Delete columns, Format Painter, absolute referencing, VLOOKUP, MATCH

All Courses, Excel, Accelerated

Excel, Accelerated: Eliminate in-cell line breaks

Course

Time: 0:29 | Task: Eliminate in-cell line breaks | Context:Data exported from another system | Acceleration techniques: Keyboard shortcuts Find and Replace, Find the line breaks

All Courses, Excel, Accelerated

Excel, Accelerated: Calculate how many times a customer placed an order

Course

Time: 2:06 | Task: Calculate how many times the customer placed an order | Context: Sales ledger | Acceleration techniques: PivotTable, COUNTIF, table, COUNTIFS, "&" operator

All Courses, Excel, Accelerated

Excel, Accelerated: Calculate % change

Course

Time: 2:44 | Task: Calculate a % change | Context: Comparative numbers that are also a % of the whole | Acceleration techniques: Change the number of visible decimal places, % format, IFERROR, IF

All Courses, Excel, Accelerated

Excel, Accelerated: Calculate totals for columns of different lengths

Course

Time: 2:04 | Task:Calculate totals for columns of different lengths | Context: List of values | Acceleration techniques: VBA: Insert a new module, create a macro, define a variable, select a cell, assign a value to a cell

All Courses, Excel, Accelerated

Excel, Accelerated: Day of the week

Course

Task: Translate a date into the day of the week expressed as text Acceleration techniques: Function: RANDBETWEEN Function: DATE Function: WEEKDAY Technique: Fill Handle Object: Create a table Function: VLOOKUP Function: COLUMNS Time: 1:19

All Courses, Excel, Accelerated

Excel, Accelerated: Populate the preferred address

Course

Task: Cause the preferred address to populate in a database Context: Address database Acceleration techniques: Object: Create and name a table Technique: Double-click the Fill Handle Function: IF Function: VLOOKUP Function: COLUMNS Time: 2:41

All Courses, Excel, Accelerated

Excel, Accelerated: PivotTable and VLOOKUP basics

Course

Task: Summarize detailed information and consult a reference table Context: Random data Acceleration techniques: * Object: PivotTable * Keyboard shortcut: Ctrl+Shift+4 * Function: VLOOKUP * Technique: Absolute referencing ($J$1) Time: 4:53

All Courses, Excel, Accelerated

Excel, Accelerated: Eliminate NA Error in VLOOKUP

Course

Task: Substitute 0 for the #N/A error in a VLOOKUP formula Context: Random database Acceleration techniques: Function: VLOOKUP Technique: Absolute referencing Function: IFERROR Time: 1:00

All Courses, Excel, Accelerated

Excel, Accelerated: Reconcile a bank statement

Course

Task: Reconcile a bank statement Context: Accounting ledger is in Excel Acceleration techniques: Object: Create a table Object: Name a table Technique: Name a range Function: SUMIFS Operator: <= (less than or equal to) Operator: & Time: 2:53

All Courses, Excel, Accelerated

Excel, Accelerated: Get vendor name from bank export

Course

Task: Get vendor name from bank export Context: Exported transactions from a bank account Acceleration techniques: Function: RIGHT Function: LEN Technique: Text to Columns Technique: Sort Time: 3:18

All Courses, Excel, Accelerated

Excel, Accelerated: Separate single-cell multi-line addresses into columns

Course

Acceleration techniques include: CHAR, FIND, REPLACE, Text-to-Columns

All Courses, Excel, Accelerated

Excel, Accelerated: Combine contact lists

Course

Acceleration techniques include: Tables, VLOOKUP, FIND, IFERROR, IF, ISERROR, LEFT, Remove Duplicates

All Courses, Excel, Accelerated

Excel, Accelerated: Spreadsheet update from other spreadsheet

Course

Acceleration techniques include: Programming a macro with open & close workbook, disable screen updating, create a formula, create a variable, autofill, paste formulas

All Courses, Excel, Accelerated

Excel, Accelerated: Cost of living increases in a 60-month forecast

Course

Acceleration techniques include: Name a range, ROUND, POWER, YEAR, targeted absolute referencing

All Courses, Excel, Accelerated

Excel, Accelerated: Allocate budgeted salaries to programs

Course

Time: 2:36 | Task: Allocate budgeted salaries to programs | Acceleration techniques: CEILING.MATH, RAND, XLOOKUP, table, PivotTable

All Courses, Excel, Accelerated

Excel, Accelerated: AutoComplete with a predetermined set of options

Course

Time: 3:14 | Task: AutoComplete with a predetermined set of options | Acceleration techniques: AutoComplete, name a range, Combo Box, Format Painter, Create and name a table, XLOOKUP, INDEX

All Courses, Excel, Accelerated

Excel, Accelerated: Restrict access to a tab

Course

Time: 3:41 | Task: Restrict access to a tab | Acceleration techniques: VBA, hide the tab upon opening the workbook, create a password prompt for the user

All Courses, Excel, Accelerated

Excel, Accelerated: Split a column into 2 columns

Course

Time: 1:29 | Task: Split a column into 2 columns | Acceleration techniques: Text to columns, table, LEFT, FIND, RIGHT, LEN

All Courses, Excel, Accelerated

Excel, Accelerated: Create a dynamic report date

Course

Time: 2:43 | Task: Create a dynamic report date | Acceleration techniques: &, TEXT, EOMONTH, TODAY, date format mmmm yyyy, RANDBETWEEN, create and name a table, MAX

All Courses, Excel, Accelerated

Excel, Accelerated: Split database into different tabs, by month

Course

Time: 0:22 | Do you need help splitting a database into different tabs by month? Use the AutoFilter technique to complete the task easily. Watch the video and download the Excel template to learn how.

All Courses, Excel, Accelerated

Excel, Accelerated: Extract a ZIP code

Course

Time: 2:09 | Do you have a hard time extracting zip codes from an address list? Watch the video and download the Excel template to learn how. Techniques: Create and name a table, RIGHT, TEXT, ISNUMBER, REPLACE, NUMBERVALUE, IF

All Courses, Excel, Accelerated

Excel, Accelerated: The SUBTOTAL function

Course

Time: 2:26 | Would you like to subtotal the sections of the Balance Sheet more efficiently? Watch the video and download the Excel template to learn how. Techniques: SUBTOTAL

All Courses, Excel, Accelerated

Excel, Accelerated: Adjust inventory prices to a higher minimum

Course

Time: 0:58 | Would you like to make your inventory pricing more efficient? Watch the video and download the Excel template to learn how to adjust a set of numbers to a higher minimum. Techniques: Name a cell, MAX

All Courses, Excel, Accelerated

Excel, Accelerated: Graph a checking account balance

Course

Time: 2:01 | Do you need help graphing a checking account balance? Watch the video and download the Excel template to learn how. Techniques: Create a line graph, Create and name a table, Create a line graph from a table object

All Courses, Excel, Accelerated

Excel, Accelerated: Add total daily hours

Course

Time: 6:20 | Do you need to calculate total daily hours more efficiently? Watch the video and download the Excel template to learn how. Techniques: Name a range, In-cell dropdown, Table, PivotTable, PivotCharts (pie, line), Slicers

All Courses, Excel Hangout

Hangout: How to Use Formulas in Excel to Get Your Data Just Right

Course

Technique: How to Use Formulas in Excel to Get Your Data Just Right | Why: Easily modify exported data so that it is useful | Step 1: Create a table with formula columns | Step 2: Paste raw data into your formatted table

All Courses, Excel Hangout

Hangout: How to Avoid the Divide by Zero Error in Your Presentation

Course

Technique: How to Avoid the Divide by Zero Error in Your Presentation | Why: Eliminate displaying unsightly errors in your presentation | Step 1: Create your formulas | Step 2: Add the IFERROR function

All Courses, Excel Hangout

Hangout: How to Dynamically Update Start and End Dates for a List of Transactions in Excel

Course

Technique: Dynamically Update Start and End Dates for a List of Transactions in Excel | Why: Create a visual that quickly shows the start and end dates of a list | Step 1: Import your data into a named table | Step 2: Create the MIN and MAX formulas

All Courses, Excel Hangout

Hangout: How to Rename List Items with a Cross Reference Table in Excel

Course

Technique: How to Rename List Items with a Cross Reference Table in Excel | Why: Rename items so they can be imported into the accounting system | Step 1: Create and name a cross reference table | Step 2: Use VLOOKUP to change the names

All Courses, Excel Hangout

Hangout: How to Use the HLOOKUP Function in Excel

Course

Technique: How to Use the HLOOKUP Function in Excel | Why: Look up a value in a row based on the column heading | Step 1: Create your formula with the HLOOKUP function

All Courses, Excel Hangout

Hangout: How to Create a Pivot Chart in Excel

Course

Technique: How to Create a Pivot Chart in Excel | Why: Create a graphical view that can be easily updated | Step 1: Ensure that your data is in table format | Step 2: Create the pivot table and pivot chart

All Courses, Excel Hangout

Hangout: How to Open a .CSV File with Leading Zeros in Excel

Course

Technique: How to Open a .CSV File with Leading Zeros in Excel | Why: Leading zeros in a .CSV will disappear when you open and edit the file | Step 1: Change the file extension on the .CSV file to .TXT | Step 2: Open the .TXT file

All Courses, Excel Hangout

Hangout: How to Find Unused List Items in Your Accounting File

Course

Technique: How to Find Unused List Items in Your Accounting File | Why: Clean up your accounting file to simplify data entry | Step 1: Export your list items | Step 2: Export transactions for applicable date range | Step 3: Use COUNTIF...

All Courses, Excel Hangout

Hangout: How to Use Named Ranges to Make Your Excel Spreadsheet Flexible

Course

Technique: How to Use Named Ranges to Make Your Excel Spreadsheet Flexible | Why: Use named ranges to allow for variables in your data | Step 1: Create your table and named ranges | Step 2: Create your formulas that point to the named ranges

All Courses, Excel Hangout

Hangout: How to Use a Pivot Table to Troubleshoot Xero GL Accounts

Course

Technique: How to Use a Pivot Table to Troubleshoot Xero GL Accounts | Why: Provides a quick way to narrow down bad data | Step 1: Ensure that your data is in table format | Step 2: Create and analyze the pivot table

All Courses, Excel Hangout

Hangout: Another Application of the IFERROR Function

Course

Technique: Another Application of the IFERROR Function | Why: Show blanks in cells without having to delete formulas | Step 1: Create your formulas | Step 2: Add the IFERROR function

All Courses, Excel Hangout

Hangout: How to Use AND and OR in an IF Statement in Excel

Course

Technique: How to Use AND and OR in an IF Statement in Excel | Why: Consider multiple values for the truth of an IF statement | Step 1: Create or import a list of items | Step 2: Use the IF statement along with AND or OR

All Courses, Excel Hangout

Hangout: How to Add a Calculation to a Pivot Table in Excel

Course

Technique: How to Add a Calculation to a Pivot Table in Excel | Why: Create a pivot table that will update automatically | Step 1: Create the pivot table | Step 2: Add a calculated field

All Courses, Excel Hangout

Hangout: How to Use the LOOKUP Function in Excel

Course

Technique: How to Use the LOOKUP Function in Excel | Why: Look up a value in a range and return a corresponding value | Step 1: Create your formula with the LOOKUP function

All Courses, Excel Hangout

Hangout: How to Use a Radio or Option Button in Excel

Course

Technique: How to Use a Radio or Option Button in Excel | Why: Allows the user to see results based on the option selected | Step 1: Insert the Option from the Developer Tab | Step 2: Copy the Option Button for each choice | Step 3: Create a formula

All Courses, Excel Hangout

Hangout: How to Use Formulas in Conditional Formatting in Excel

Course

Technique: How to Use Formulas in Conditional Formatting in Excel | Why: Creates a simple and visual way to see errors | Step 1: Determine where conditional formatting is needed | Step 2: Create conditional formatting with a formula

All Courses, Excel Hangout

Hangout: How to Create a Database in Excel from a Messy QB Export

Course

Technique: How to Create a Database in Excel from a Messy QB Export | Why: Create a usable data table | Step 1: Use the F5 "Go To" Key | Step 2: Delete rows with blanks and subtotals

All Courses, Excel Hangout

Hangout: How to Add a Menu Tab to Your Presentation in Excel

Course

Technique: How to Add a Menu Tab to Your Presentation in Excel | Why: Create simple navigation of the worksheet for users | Step 1: Insert shapes on the Menu Tab for each worksheet | Step 2: Link the shapes to the appropriate tab

All Courses, Excel Hangout

Hangout: How to Use a Pivot Table to Reconcile Data in Excel

Course

Technique: How to Use a Pivot Table to Reconcile Data in Excel | Why: Provides a quick way to visualize data | Step 1: Ensure that your data is in table format | Step 2: Create the pivot table

All Courses, Excel Hangout

Hangout: How to Use a Checkbox in Excel

Course

Technique: How to Use a Checkbox in Excel | Why: Creates a way to show or hide values in a table | Step 1: Create your formula | Step 2: Insert the Checkbox from the Developer Tab

All Courses, Excel Hangout

Hangout: How to Automatically Update a Date Value in a Table in Excel

Course

Technique: How to Automatically Update a Date Value in a Table in Excel | Why: Not all dates export in the right format | Step 1: Set up your table and formula | Step 2: Import data into the table

All Courses, Excel Hangout

Hangout: How to Use a Scroll Bar in Excel

Course

Technique: How to Use a Scroll Bar in Excel | Why: Creates a user friendly way to update values in a formula | Step 1: Create your formula | Step 2: Insert the Scroll Bar from the Developer Tab

All Courses, Excel Hangout

Hangout: How to Use Dynamic Rounding for a Professional Presentation

Course

Technique: How to Use Dynamic Rounding for a Professional Presentation | Why: Universally change rounding on the fly for your entire presentation | Step 1: Create and name a rounding cell | Step 2: Reference the rounding cell in all formulas

All Courses, Excel Hangout

Hangout: How to Use Absolute Referencing to Create a Dynamic Financial Statement

Course

Technique: How to Use Absolute Referencing to Create a Dynamic Financial Statement | Why: Easily create and update financial statements from a raw trial balance | Step 1: Import trial balance | Step 2: Create and design the financial statement

All Courses, Excel Hangout

Hangout: How to Use a Spin Button in Excel

Course

Technique: How to Use a Spin Button in Excel | Why: Creates a user friendly way to update values in a formula | Step 1: Create your formula | Step 2: Insert the Spin Button from the Developer Tab

All Courses, Excel Hangout

Hangout: How to use a simple IFERROR Function

Course

Technique: How to use a simple IFERROR Function | Why: Cleans up your presentation | Step 1: Create your formula | Step 2: Add the IFERROR function

All Courses, Excel Hangout

Hangout: How to Record and Use a Macro

Course

Technique: How to Record and Use a Macro | Why: To simplify a routine task | Step 1: Add the Developer Tab if you don't already have it | Step 2: Record the macro | Step 3: Add the button to your spreadsheet | Step 4: Save as Macro-Enabled

All Courses, Excel Hangout

Hangout: How to Create and Use a Timeline

Course

Technique: How to Create and Use a Timeline | Why: Jazz up your presentation and make it more user friendly | Step 1: Insert a Pivot Table | Step 2: Insert a Timeline

All Courses, Excel Hangout

Hangout: How to Create and Use a Dropdown Box

Course

Technique: How to Create and Use a Dropdown Box | Why: Data consistency | Step 1: Create a list of items | Step 2: Create the box

All Courses, Excel Hangout

Hangout: How to Automate a Bank Reconciliation in Excel

Course

Technique: How to Automate a Bank Reconciliation in Excel | Why: Efficiency | Step 1: Set up your account register as a table | Step 2: Create the header for the bank rec | Step 3: Export the banking transactions to a separate tab | Step 4: Formulas

All Courses, Excel Hangout

Hangout: How to Use the COUNTIFS Function

Course

Technique: How to Use the COUNTIFS Function | Why: Determine if matching items are in a list using multiple criteria | Step 1: Import 2 item lists | Step 2: Use COUNTIFS to determine if line items match in both lists

All Courses, Excel Hangout

Hangout: How to Change List Names Using VLOOKUP

Course

Technique: How to Change List Names Using VLOOKUP | Why: Data format and consistency | Step 1: Create a cross reference table | Step 2: Create the VLOOKUP formula

All Courses, Excel Hangout

Hangout: How to Add Formulas to a Pivot Table

Course

Technique: How to Add Formulas to a Pivot Table | Why: Create formulas that will update automatically | Step 1: Insert a Pivot Table | Step 2: Insert a Calculated Field

All Courses, Excel Hangout

Hangout: How to Add % of Grand Total to a Pivot Table

Course

Technique: How to Add % of Grand Total to a Pivot Table | Why: Create a % formula that will update automatically | Step 1: Insert a Pivot Table | Step 2: Insert the total twice in the Values box in the Pivot Table fields list

All Courses, Excel Hangout

Hangout: How to Protect Your Excel Worksheet with Data Validation

Course

Technique: How to Protect Your Excel Worksheet with Data Validation | Why: Protect cells from being overwritten | Step 1: Highlight cells you want to protect | Step 2: Set data validation rules

All Courses, Excel, Accelerated

Excel, Accelerated: Deliverables capacity planning for a portfolio of client service levels

Course

Acceleration techniques include: Using a table, controlling a key variable, IF, COUNTIF, VLOOKUP, COLUMNS, and using a helper column

All Courses, Excel, Accelerated

Excel, Accelerated: Rearrange first name and last name

Course

Acceleration techniques include: Text to Columns, LEFT, RIGHT, LEN, FIND, &, and ", "

All Courses, Financial Accounting, Nonprofit, Leadership and Management, CFO Advantage

CFO Advantage: Nonprofit Budgeting in Excel

Course

This webinar is ideal for Executive Directors and Directors of Finance for small and medium nonprofits. -How to set up a user-friendly budget -The steps that ease your budgeting journey -How to build a working budget from scratch

All Courses, Leadership and Management, CFO Advantage

CFO Advantage: A CFO Perspective on the Master Service Agreement

Course

Set the frame, explore negotiation techniques, and learn how to fairly allocate risk. This webinar and this template do not constitute legal advice. The instructor is not an attorney and is acting solely in the capacity of an advisor.

All Courses, Excel, Accelerated

Excel, Accelerated: Transform grid into dimensional database

Course

Task: Transform a grid into a dimensional database Context: Profit & Loss by property Acceleration techniques: Function: COUNTIF Technique: Absolute referencing ($A$1) Function: INDEX Function: MATCH Time: 2:21

All Courses, Excel, Accelerated

Excel, Accelerated: Dynamically reference different tabs

Course

Task: Dynamically reference an identical cell in different tabs Context: Property management Acceleration techniques: Function: INDIRECT Operator: & Technique: Single and double apostrophes Technique: Double-click the Fill Handle Time: 2:16

All Courses, Excel, Accelerated

Excel, Accelerated: Eliminate balancing error

Course

Task: Eliminate a balancing error due to too many decimal places Context: SaasAnt accounting entry upload Acceleration techniques: Function: ROUND Technique: Double-click the Fill Handle to copy down Time: 1:11

All Courses, Excel, Accelerated

Excel, Accelerated: Dynamically link Word and Excel

Course

Time: 1:01 | Task: Dynamically link a Word doc to an Excel spreadsheet | Context: Office for Windows | Acceleration techniques: Paste Special

All Courses, Excel, Accelerated

Excel, Accelerated: Sorting unusual values

Course

Time: 1:24 | Task: Sort non-alphabetically | Context: Tooling area | Acceleration techniques: Sort, COUNTIF, Absolute referencing ($A$1), Paste Values, Helper column

All Courses, Excel, Accelerated

Excel, Accelerated: What XLOOKUP replaces

Course

Time: 2:12 | Task: Look up a value using multiple criteria | Context: Professional impact and areas of specialty | Acceleration techniques: Create and name tables, resize a table, CONCAT, VLOOKUP

All Courses, Excel, Accelerated

Excel, Accelerated: Calculate run rate

Course

Time: 3:47 | Task: Calculate a run rate | Context: Monthly Profit & Loss report | Acceleration techniques: Driver cells, % number format, ROUND, Format Painter, SUBTOTAL

All Courses, Excel, Accelerated

Excel, Accelerated: Consolidate multiple tabs

Course

Time: 2:09 | Task: Consolidate multiple tabs into a single database | Context: Investment account tracking | Acceleration techniques: VLOOKUP, MATCH, Single absolute referencing ($A1, A$1)

All Courses, Excel, Accelerated

Excel, Accelerated: Multi-criterial lookup for item costs, without XLOOKUP

Course

Time: 1:56 | Task: Look up item costs from a specific invoice number (without XLOOKUP) | Context:Sales line item report | Acceleration techniques: CONCAT, table objects, VLOOKUP, COLUMNS | Bonus! Creating sample data: CHOOSE, RANDBETWEEN

All Courses, Excel, Accelerated

Excel, Accelerated: Convert a Word list into a columnar Excel database

Course

Time: 2:16 | Task: Convert a Word list into a columnar Excel database | Context: Contact list | Acceleration techniques: ROW, CEILING.MATH, CONCAT, VLOOKUP, COLUMNS, 5 keyboard shortcuts, asymmetric absolute references

All Courses, Excel Hangout

Excel Hangout: How to use a simple VLOOKUP function

Course

Technique: How to Use a Simple VLOOKUP Function | Why: Match criteria and select a value | Step 1: Create or import a list of items | Step 2: Use the VLOOKUP formula to add values using a matching criteria

All Courses, Excel Hangout

Excel Hangout: How to use a simple SUMIF function

Course

Technique: How to use a simple SUMIF function | Why: Add values from a table that match your criteria | Step 1: Create or import a list of items | Step 2: Use the SUMIF formula to add values using a matching criteria

All Courses, Excel Hangout

Excel Hangout: How to Eliminate that Rounding Problem on Your Financial Statements

Course

Technique: How to Eliminate that Rounding Problem on Your Financial Statements | Why: Don't give clients a statement that is out of balance | Step 1: Import trial balance | Step 2: Create the financial statement | Step 3: Setup rounding placeholder

All Courses, Excel Hangout

Excel Hangout: How to Create and Use a Slicer for Dynamic Presentation

Course

Technique: How to Create and Use a Slicer for Dynamic Presentation | Why: Creates a visual way to filter data on the fly | Step 1: Create a data table | Step 2: Add a totals row | Step 3: Insert a slicer

All Courses, Excel Hangout

Hangout: How to Use a Simple COUNTIF Formula

Course

Technique: How to Use a Simple COUNTIF Function | Why: Count the number of items in a list | Step 1: Create or import a list of items | Step 2: Use the COUNTIF to determine the number of items in the list

All Courses, CFO Advantage

CFO Advantage: Designing a Sweet Dashboard in Excel for Small Businesses

Course

Learn eye-popping techniques on how to create a sweet dashboard of key performance indicators for flourishing small businesses. Major topics include: - Creating Database Tables - Creating Charts & Graphs - Making Your Dashboard Sweet

All Courses, CFO Advantage

CFO Advantage: Essential Finance & Operations for Technology Startups 2020

Course

This webinar is ideal for early stage technology startup companies. Major topics include: -Finance Essentials -Operations Essentials -The Founder Role

All Courses, CFO Advantage

CFO Advantage: Financial Statement Forecasting in Excel

Course

Learn advanced techniques on how to produce top-notch financial statement forecasts in excel. Learn How To: - Create Dynamic Forecasts Using Assumptions - Display Historical & Forecast Information Together - Update Your Forecast in Minutes Not Hours

All Courses, Nonprofit, CFO Advantage

CFO Advantage: Financial Reporting to Your Board of Directors

Course

This webinar is ideal for leaders of nonprofit organizations. Participants will learn the key measurements most Boards expect to see from leadership. Major topics include: -Basic Reports -Other Key Measurable Matrices -Forward Looking Reports

All Courses, CFO Advantage

CFO Advantage: Essential Finance & Operations for Technology Startups 2019

Course

Participants will learn what essential technologies and processes they must employ to establish finance and operational foundations for strong investor confidence and speed-to-market organization performance success.

All Courses, Excel, Accelerated

Excel, Accelerated: Make Excel Recognize Numbers as Numbers

Course

Acceleration techniques include: LEFT, RIGHT, LEN, ISNUMBER, NUMBERVALUE, TRIM, CLEAN, TEXT

All Courses, Excel, Accelerated

Excel, Accelerated: Protect Cells With Formulas

Course

Acceleration techniques include: Unlock cell, Protect sheet, TODAY, data validation, create a table object

All Courses, Nonprofit, CFO Advantage

CFO Advantage: The Mythology of the On-Premises Workforce

Course

This senior panel is ideal for leaders of nonprofit organizations and SMBs. Participants will learn how to demystify the rule of having an on-premises workforce and gain access to the magic behind a successful remote workforce.

All Courses, Leadership and Management, CFO Advantage

CFO Advantage: Designing a Sweet KPI Dashboard For Churches Using Excel

Course

Participants will learn never before seen tips on how to create a sweet dashboard of the top KPIs for churches, including: -Creating database tables with raw exports -Creating charts and graphs with key KPI data -Making your dashboard super sweet

All Courses, Financial Accounting, CFO Advantage

CFO Advantage: Designing procedures for a Smooth Month-End Close

Course

* Learn how to create and organize a closing folder to house all of your entries and checklist. * Learn how to create powerful spreadsheets to perform calculations and prepare entries for import. * Learn how to quickly post the entries.

All Courses, Financial Accounting, CFO Advantage

CFO Advantage: Advanced Financial Statement Preparation in Excel

Course

Participants will learn advanced techniques on how to produce top-notch Excel financial statements with all the bells and whistles, including: * creating dynamic consolidations * creating prospective financial information * controlling assumptions

All Courses, Financial Accounting, CFO Advantage

CFO Advantage: Cool Features of QBDT for Accountants

Course

This webinar is ideal for accountants and bookkeepers using QuickBooks Desktop. Whether you are an outside accountant, or do your own books, you'll enjoy these items and more: *Zippy data entry *Supervision & quality control *Fixing unassigned items

All Courses, Excel, Accelerated

Excel, Accelerated: Carryforward Balances

Course

Acceleration techniques include: MIN, create a table object, name a cell, MONTH

All Courses, CFO Advantage

CFO Advantage: Cost Segregation for Depreciation, Tax, and Finance Benefits

Course

Attendees will learn a top-down approach to segmenting depreciable assets for greater control over reporting & tax liability outcomes: * Identifying segregation opportunities * Potential financing and cost impacts * Identifying professional resources

All Courses, Financial Accounting, Leadership and Management, CFO Advantage

CFO Advantage: Master Budgeting for Small Business

Course

Participants will learn the fundamentals of planning and creating and the purpose of having a Master Budget, including: * Understand and develop the right strategy * Planning and structure * Live demo with Excel

All Courses, Nonprofit, Leadership and Management, CFO Advantage

CFO Advantage: Asana for Nonprofits

Course

This webinar is ideal for nonprofit leaders who are ready to guide their teams to leveling up in the area of accountability and communication... and who need more unicorns in their lives!

All Courses, Excel, Accelerated

Excel, Accelerated: Conditional Dropdown Lists

Course

Acceleration techniques include: Named ranges, data validation, nested IF statements, paste validation

All Courses, Excel, Accelerated

Excel, Accelerated: Location-Based Budget

Course

Acceleration techniques include: Table object, SUMIFS, checkbox, macro recorder, VBA to show/hide columns and to change the page orientation

All Courses, Excel, Accelerated

Excel, Accelerated: Transform Report into Database

Course

Acceleration techniques include: LEFT, Go To > Special > Blanks, DATEVALUE, CONCAT, EOMONTH, PivotTable, Slicers

All Courses, Excel, Accelerated

Excel, Accelerated: Conditional Concatenation

Course

Acceleration techniques include: & as a 'join' operator, "" as blank, ISBLANK, IF

All Courses, Excel, Accelerated

Excel, Accelerated: Tax Liability With Net Loss

Course

Acceleration techniques include: MAX, IF, controlling text headers

All Courses, Excel, Accelerated

Excel, Accelerated: Timesheet Summary

Course

Acceleration techniques include: Table object, converting time to decimals, PivotTable, Slicers, Timeline

All Courses, Excel, Accelerated

Excel, Accelerated: Clear a table and preserve the formatting

Course

Acceleration techniques include: Name a table object, record a macro, use VBA to select a table header, delete rows, change number format

All Courses, Excel, Accelerated

Excel, Accelerated: Timesheet VLOOKUP

Course

Acceleration techniques include: Name a table object, Remove Duplicates, VLOOKUP, COLUMNS, create a PivotTable

All Courses, Excel, Accelerated

Excel, Accelerated: Timesheet Error Prevention

Course

Acceleration techniques include: Create and name a table, deploy a fence, name cell ranges, create an in-cell drop-down list, CHOOSE, MATCH

All Courses, Excel, Accelerated

Excel, Accelerated: CHOOSE demo with 3 scenarios

Course

Acceleration techniques include: CHOOSE, name cell ranges, create an in-cell drop-down list, MATCH

All Courses, Excel, Accelerated

Excel, Accelerated: Data Model With Product Sales

Course

Acceleration techniques include: Create and name a table, create a PivotTable, use the Data Model

All Courses, Excel, Accelerated

Excel, Accelerated: INDEX MATCH with Shares Sold

Course

Acceleration techniques include: Create and name a table, create in-cell drop-down lists, INDEX, MATCH

All Courses, Excel, Accelerated

Excel, Accelerated: Consolidated Payroll Files

Course

Acceleration techniques include: Use a table, standardize data layout, PivotChart

All Courses, Excel, Accelerated

Excel, Accelerated: Multi-Entity Use of Credit Card

Course

Acceleration techniques include: AutoFilter, LEFT, TEXT, DATEVALUE, Create a reference table, VLOOKUP, COLUMNS

All Courses, Excel, Accelerated

Excel, Accelerated: Replace Values With References

Course

Acceleration techniques include: ROW, VLOOKUP, use VBA to create a subroutine, add a formula to a worksheet cell, create a For/Next loop

All Courses, Excel, Accelerated

Excel, Accelerated: Cap Table Summary by Investor Group

Course

Acceleration techniques include: Create and name a table, VLOOKUP, COLUMNS, COUNTIF, create and sort a PivotTable

All Courses, Excel, Accelerated

Excel, Accelerated: Summarize daily data by month

Course

Acceleration techniques include: Custom date formatting, create and name a table, SUMIFS, <=, &, Split the screen

All Courses, Financial Accounting, CFO Advantage

CFO Advantage: Preparing Financial Statements in Excel

Course

Participants will learn how to produce top-notch financial statements in Excel regardless of the trial balance or detail provided by a system or client.

All Courses, Leadership and Management, CFO Advantage

CFO Advantage: Asana for Accountants

Course

This webinar is ideal for outsourced CFOs, accountants, bookkeepers, auditors, and in-house CFOs and Finance managers who want to get organized, stay on top of work, and enhance communication with clients, team members, and management.

All Courses, Financial Accounting, Nonprofit, Leadership and Management, CFO Advantage

CFO Advantage: Forecast Cash Flow Like an Expert...Nonprofit Edition

Course

Participants will learn unique cash management and forecasting techniques for planning your program expenses in uncertain times.