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Analyzing Payroll Data in Microsoft Excel

David H. Ringstrom, CPA Keynote Speaker at Ijona Skills. He 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.

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Overview

There are many features and functions payroll professionals can implement 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 human resources (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 2019. David draws your attention to any differences in the older versions of Excel (2016, 2013, and earlier) during the presentation as well as in his detailed handouts. You'll also discover some features only available in Office 365 but not in Excel 2019. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Why should you attend?

  • 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.

Areas Covered in the Session:

  • Discovering four different ways to remove data from a pivot table report.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.
  • Gleaning the nuances of adding time values together in Microsoft Excel.
  • Adding fields to a blank pivot table to create instant reports.
  • Employing the NETWORKDAYS.INTL worksheet function to determine the number of work days in a period by excluding holidays as well as specific days of the week.
  • Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates.
  • Formatting certain words within a column of text with Conditional Formatting.
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
  • Improving the integrity of Excel pivot tables with the Table feature.
  • Removing Conditional Formatting when it's no longer needed within a spreadsheet.
  • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
  • Transforming a column of salaries into an instant heat map by way of Excel's Conditional Formatting feature.

Who can Benefit:

Payroll professionals who wish to learn practical Excel fundamentals to improve the accuracy and efficiency of payroll production.  

Webinar Id: ISXLDR003

Duration: 60 mins

12:30 AM PT | 03:30 PM ET


   

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