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There are many Excel features and functions payroll professionals might not be aware of that can be used to improve the accuracy and efficiency of payroll production. In this comprehensive webinar, Excel expert David Ringstrom, CPA, explains: mathematics for employee timesheets, date and time formatting and stamping, conditional formatting to highlight HR requirements, password protection for sensitive payroll files and worksheets, salary information formatting, using pivot tables for HR reporting and analysis tasks, and more.


David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.


  • Recall how to reformat Social Security Numbers using Excel’s Flash Fill feature
  • Define how to assign random numbers to a data set in Excel
  • Apply password-protection techniques for sensitive payroll files, worksheets, and spreadsheet columns
     


  • Adding fields to a blank pivot table to create instant reports.
  • Color-coding the top ten (or however many you wish) amounts within a column of numbers with Conditional Formatting.
  • Discerning the nuance involved in making pivot tables present data in tabular form.
  • Discovering four different ways to remove data from a pivot table report.
  • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.
  • Employing pivot tables to pull random sets of employee names, such as for drug testing.
  • Expanding reports horizontally by adding columns to pivot tables.
  • Exploring options for recovering lost passwords for Excel spreadsheets.
  • Formatting certain words within a column of text with Conditional Formatting.
  • Improving the integrity of Excel pivot tables with the Table feature.
     


  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel
     


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. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.

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