Maximize Excel: Analyzing Payroll Data
Presented by David H. Ringstrom, CPA
 
Event Date/Time: 06/04/25 3:00 PM Eastern
Duration: 100 minutes
 
There are many 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 valuable webinar, Excel expert David Ringstrom, CPA, clearly 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 using pivot tables for HR reporting and analysis tasks.
 
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 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.
 
Microsoft 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 2021, Excel 2019, and so on.
 
Who should attend:
Payroll professionals who wish to learn practical Excel fundamentals to improve the accuracy and efficiency of payroll production. 
 
Topics typically covered:
 
• Adding rows 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.
 
• 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.
 
• Employing the NETWORKDAYS.INTL worksheet function to determine the number of workdays in a period by excluding holidays as well as specific days of the week.
 
• Exploring options for recovering lost passwords for Excel spreadsheets.
 
• Formatting certain words within a column of text with Conditional Formatting.
 
• Gleaning the nuances of adding time values together in Microsoft Excel.
 
• Improving the integrity of Excel pivot tables with the Table feature.
 
Learning objectives:
• Describe the capabilities of the SUMPRODUCT function.
• Recall how to reformat Social Security Numbers using Excel’s Flash Fill feature.
• Identify how to apply password-protection techniques for sensitive payroll files, worksheets, and spreadsheet columns.
 
 
 
Level:
Intermediate
 
NASBA Field of Study:
Computer Software & Applications (2 hours)
 
Program Prerequisites:
Experience with Excel
 
Advance Preparation:
None