Agenda

This workshop emphasizes applied learning. After each instructional segment, participants move into breakout rooms to complete guided exercises with direct support. You’ll leave with practical experience, reference materials, and greater confidence working inside Excel.

May 19, 2026
2:30 pm - 4:30 pm EST

Basic Data Analytics Workshop - Part 1

May 20, 2026
2:30 pm - 4:30 pm EST

Basic Data Analytics Workshop - Part 2

Topics

What You'll Learn:

• Removing duplicates and cleaning inconsistent data using TRIM, CLEAN, UPPER, LOWER, and PROPER
• Splitting and combining text efficiently with Text to Columns and Flash Fill
• Filtering large datasets and using SUBTOTAL to summarize visible results
• Converting ranges to Tables, managing formatting, and filtering with Slicers
• Creating quick insights with Recommended PivotTables and PivotCharts
• Creating dynamic date series, month-end calculations, and self-updating charts and titles
• Using dynamic array formulas (UNIQUE, spill ranges, structured references) to power interactive reports
• Building visual summaries with PivotTables, Timelines, Sparklines, and Quick Analysis
• Importing and managing data from CSV files and external sources
• Consolidating and refreshing multi-sheet data with Power Query
• Enhancing workbook usability with grouping, Custom Views, and performance settings

Speaker(s)

David H. Ringstrom
CPA

David H. Ringstrom, CPA, 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. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Fees

Live Webinar - $850.00

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

Available Upgrades

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

**100% surcharge applied to non-members.

Association Contact