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Payroll Analysis
- Color-coding the top or bottom amounts, such as salaries, within a list by way of Conditional Formatting.
- Multiplying hours by hourly rates to summarize payroll information with a single formula with Excel’s SUMPRODUCT function.
- Limiting access to sensitive workbooks by way of password protection.
- Reformatting Social Security Numbers with Flash Fill in Excel 2013 and later.
- Redacting portions of Social Security Numbers, either temporarily via custom number formatting or permanently, by way of Excel’s TEXT worksheet function.
- Initiating a pivot table from a list of data, such as an employee list.
- Using pivot tables to pull random sets of employees, such as for drug testing selection.
- Understanding the nuances of formatting numbers within pivot tables.
- Drilling down into numbers with a double-click—or preventing other users from being able to do so.
- Discovering the capabilities of the SUMPRODUCT function.
- Understanding the differences in pivot table interfaces in Excel 2010 and earlier and Excel 2013 and later.
Overview of the webinar
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.
Who should attend?
- Accountants
- CPAs
- CFOs
- Controllers
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Excel Users
- Marketers
- Government Personnel
Why should you attend?
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.
Faculty - Mr.David H. Ringstrom, CPA
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.
David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.
His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.