Microsoft Excel for AccountantsTop 10 Tips and Tricks + Vlookup and Pivot Tables11/19/2019 NCACPA Symposium3:00pm to 4:40pm

Hector Garcia, CPAMicrosoft Office Specialist (MOS) - Excel

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Principal Accountant @ Quick Bookkeeping & Accounting LLC

Advanced Certified QuickBooks ProAdvisor

@qbkaccounting

YouTube.com/HectorGarciaCPA

Hector Garcia, CPAhector@garciacpa.com

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• Introduction• Open Questions (What yearning questions do you have about Excel)• Top 10 Excel Tips and Tricks for Accountants

1. Select Data Range and Filter2. Autosum and Subtotal()3. Relative and Absolute References4. Named Ranges and Tables5. AutoFill and FlashFill6. Find and Replace vs Go To Special7. Remove Duplicates8. Text Formulas: TRIM(), UPPER(), LOWER()9. Paste Special (Values)10. Text To Columns vs. Concatenate

• Open Q&A + Bonus Content: Vlookup & Pivot Tables

Table of Contents

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• CTRL A• CTRL SHIFT L

Select Data Range and Filter

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• Alt =• SUBTOTAL(9,range)

Autosum and Subtotal()

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• F4

Relative and Absolute Formulas

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• CTRL T

Named Ranges and Tables

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• CTRL ENTER• CTRL D• CTRL E

Autofill and FlashFill

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• F5• CTRL H

Find and Replace vs. Go To Special

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• TRIM()• UPPER()• LOWER()• PROPER()

Text Formulas

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• CTRL ALT V• CTRL ALT V + V + ENTER

Paste Special

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• ALT AE• CONCATENANTE()• & (Ampersand)

Text To Columns vs. Concatenate

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• Vlookup• Pivot Tables

Open Discussion

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hectorgarcia.com/ncacpa

Additional Resources