Excel expert David Ringstrom, CPA, teaches you how to work effectively with reports exported from property management software into Excel in this on-demand webcast. He explains the pros and cons of exporting to Excel directly versus the comma-separated value format when available. In addition, David demonstrates how to: avoid the pitfalls of Protected View and Compatibility Mode that can slow down or even stymie your work in Excel; mine data from property management reports with the SUMIF function; chart your P&L with a Waterfall chart in Excel 2016 and later; and color-code data, such as rental rates and near-term lease expirations, with Conditional Formatting. After this presentation you’ll be empowered to work more effectively with your property management reports.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.
Course Publication Date:
November 30, 2020
This course is available with
NO ADDITIONAL FEE if you have an active
self study membership or
all access membership or
webinar membership or can be purchased for
$10.00!
| Author: | David Ringstrom |
| Course No: | ACT-PROPMGT-12409 |
| Recommended CPE: | 1.00 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Basic |
| Prerequisites: | Experience with QuickBooks and Excel Recommended |
| Advanced Preparation: | None |
| Recommended Field of Study: | Accounting
Webinars - On Demand
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Learning Objectives
- Identify the location of the PivotTable command within Excel’s ribbon menu interface.
- Apply the SUMIF function to mine data from property management reports.
- Identify how to apply Conditional Formatting color-coded data.