Description

In this excellent course, Excel expert David Ringstrom, CPA, teaches you how to work effectively with reports exported from property management software into Excel. 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. Topics Covered:
  • Transforming property management and account reports into analysis-ready formats.
  • Isolating overdue accounts receivable amounts within an aging report.
  • Converting .XLS files compatible with Excel 2003 into the modern Excel workbook format.
  • Contrasting sending reports to Excel versus exporting to comma-separated value (.CSV) files.
  • Using the SUBSTITUTE function to strategically replace unwanted characters within your data.
  • Understanding how to manage the Protected View prompt in Excel 2010 and later.
  • Opening .CSV files versus opening Excel workbooks.
  • Heat-mapping rental rates with Conditional Formatting.
Learning Objectives:
  • Recall how to avoid the pitfalls of Protected View and Compatibility Mode that can slow down work in Excel.
  • Apply the SUMIF function to mine data from property management reports.
  • Identify the location of the PivotTable command within Excel’s ribbon menu interface.
  • Identify the location of the PivotTable command within Excel’s ribbon menu interface.