Overview
This enlightening webcast presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. David explains a variety of Excel’s time-saving features and shares helpful tips, such as how to filter data faster, streamline repetitive tasks, create keyboard shortcuts, and access folders and workbooks easily.
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.
Learning Objectives
• Recognize how to avoid retyping text by using Excel features and worksheet functions.
• Apply and create your own keyboard shortcuts to customize Excel and enable hidden features.
• Identify the mouse action that reveals a hidden menu for moving columns/rows.
• Recall how to easily compile large lists of data by filtering vs. sorting.
Why Should You Attend
Practitioners who will benefit from using Excel more effectively and efficiently.
Areas Covered
• Creating a keyboard shortcut for simultaneously pasting data and column widths.
• Gaining control of long lists of data by filtering instead of sorting.
• Jump-starting spreadsheet projects using free, prebuilt templates in Excel.
• Learning what steps to take if you can’t open a damaged workbook.
• Navigate Excel menus entirely by keyboard shortcuts.
• Enabling a hidden keyboard shortcut for toggling the Freeze Panes feature on or off.
• Keeping an eye on how much your text is being reduced as you try to squeeze more on a page.
• Inserting totals into lists with a few mouse clicks by way of Excel’s Subtotal feature.
• Unearthing the key step in being able to format subtotaled cells without affecting hidden rows.
• Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions.
• Simplifying filtering tasks by adding a Clear Filter shortcut to the Quick Access Toolbar.
• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
