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When working in Excel, subtle nuances users encounter can be frustrating. In this enlightening webcast, Excel expert David Ringstrom, CPA, focuses on the quirks and foibles of Excel that can trip up unaware users. For example, problems can arise when someone using a newer version of Excel shares a workbook with you (or vice versa). In other cases, features sometimes vanish abruptly, particularly in Microsoft 365, so David explains how you can restore such features. David’s tips and tricks are designed to help you work more effectively and efficiently in Excel.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as 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.
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 2019, Excel 2016, and so on.
Topics/Areas Typically Covered:
- Tweaking Excel’s AutoRecover settings to raise the odds of recovering your work after an Excel crash.
- Utilizing the Split Worksheet feature properly to lock certain rows at the bottom of the Excel window.
- Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
- Identifying the feature conflict that arises when you utilize tables within Excel workbooks.
- Understanding the nuances of Excel’s Allow Editing Directly in Cells option, such as being able to edit cell comments with a double-click.
- Streamlining repetitive tasks by way of Excel’s Quick Access Toolbar.
- Avoiding frustration by understanding the nuances between Enter and Edit modes.
- Summarizing lists of data into instant reports by way of pivot tables.
- Discovering a simple trick that allows you to skip the OK button within Excel’s dialog boxes.
- Learning the risks—and rewards—of double-clicking on the Fill Handle feature in Excel.
- Writing on-screen with Excel’s Scribble tool, including drawing attention to specific areas of a spreadsheet.
- Seeing how to quickly duplicate a group of two or more worksheets.
- Navigating a large worksheet with double-click tricks.
- Using a two-word macro to fix an annoying problem in Excel where the used range of Excel expands beyond your actual work area.
- Restoring the Workbook Sharing and Track Changes commands that have vanished in certain builds of Microsoft 365.
Learning Objectives/Why You Should Attend:
- Define the purpose of the Split command.
- State which mouse action reveals a hidden menu when you drag one or more columns or rows.
- Recall where to restore the Track Changes command within the Quick Access Toolbar customization screen.
- Accounting and Finance
- Excel Users
- Human Resources
Target Job Title:
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Excel Users
- Government Personnel
About the Instructor:
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).
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