Practical Excel Techniques for Payroll Professionals

Payroll professionals who would like to improve the accuracy and efficiency of payroll production can benefit by using many of Excel’s features and functions. In this informative webcast, 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, and more.

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.

Learning Objectives:

  • 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 :

  • Adding fields to a blank pivot table to create instant reports.
  • Color-coding the top ten (or however many you wish) amounts within a column of numbers with Conditional Formatting.
  • Discerning the nuance involved in making pivot tables present data in tabular form.
  • Discovering four different ways to remove data from a pivot table report.
  • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.
  • Employing pivot tables to pull random sets of employee names, such as for drug testing.
  • Expanding reports horizontally by adding columns to pivot tables.
  • Exploring options for recovering lost passwords for Excel spreadsheets.
  • Formatting certain words within a column of text with Conditional Formatting.
  • Improving the integrity of Excel pivot tables with the Table feature.

Who Should Attend:

Every Payroll professional who wishes to learn practical Excel fundamentals to improve the accuracy and efficiency of payroll production.
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David H Ringstrom

David H. Ringstrom, CPA, is a nationally recognized Microsoft Excel expert. He is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.

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  • Login Information with Password to join the session, 24 hours prior to the webinar
  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance
.