Agenda

November 17, 2025
2:30pm - 4:30pm EST

November 20, 2025
2:30pm - 4:30pm EST

In this presentation, author and Excel expert David H. Ringstrom, CPA will take you on a journey to master the Excel features that transform the way you handle data, enabling you to expedite tasks and analyze information more effectively.

You'll learn the intricacies of PivotTables, from identifying ideal data sets to refreshing and optimizing your PivotTables with recommended layouts. David will demonstrate the power of sorting—whether by color, custom lists, or other criteria—and how to enhance data analysis through Excel's advanced sorting features. He will guide you through the nuances of filtering data, adding ad hoc totals, and employing slicers to create dynamic Excel tables.

Get ready to dive into the sophisticated world of dynamic array functions in Microsoft 365 and Excel 2021's, including FILTER, SORT, and UNIQUE, and explore how these can revolutionize your data workflows. Dynamic array functions improve data integrity of spreadsheets and reduce maintenance. David will show you how to follow along with this part of the presentation in Excel for the Web if you're using Excel 2019 or earlier. This session will also cover conditional formatting tricks, the art of removing duplicates, and leveraging structured references with the SUMIF function.

Finally, enhance your problem-solving arsenal with an introduction to Excel's Goal Seek and Solver add-ins, and learn how to streamline text manipulation with the Flash Fill tool.

Whether you're a seasoned professional or new to Excel, this webinar is designed to equip you with the skills to navigate and manipulate data with unprecedented ease and confidence.

Topics

What You'll Learn November 17, 2025:

• Identifying the ideal data formats for streamlining analytical procedures
• Utilizing Excel's Power Query feature to transform unwieldy reports
• Using lookup functions such as VLOOKUP and XLOOKUP to combine data from two or more reports together
• Contrasting lookup functions with the Merge Queries feature in Power Query
• Understanding the Sort feature in Excel for rearranging lists of data
• Gaining control of long lists of data by filtering instead of sorting
• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
• Streamlining the filtering of lists using the Slicer feature with tables
• Analyzing your data with artificial intelligence by way of the Analyze Data feature in Excel 2021 and Microsoft 365

What You'll Learn November 20, 2025:

• Summarizing data with PivotTables and Pivot Charts
• Enabling analysis of larger data sets than Excel can usually accommodate with PowerPivot
• Identifying duplicates in a list using Conditional Formatting
• Displaying subsets of data dynamically by way of the FILTER worksheet function
• Sorting lists of data dynamically from elsewhere in a spreadsheet with the SORT function
• Removing duplicates from a list with the UNIQUE function
• Automating analysis by using the Spilled Range Operator within Excel formulas
• Exploring Excel’s Goal Seek feature, which can be used to solve for a single missing input
• Learning the basics of Excel’s Solver feature

Speaker(s)

David H. Ringstrom
CPA

David H. Ringstrom is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you", so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.

Fees

Live Webinar - $850.00

• Live Access
• 30 Days OnDemand Playback
• Presenter Materials and Handouts

Available Upgrades

• 12 Months OnDemand Playback - $280.00
• 12 Months OnDemand Playback + Digital Download - $370.00
• Additional Live Access - $850.00 per person

**100% surcharge applied to non-members.

Association Contact

Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank