Excel Nuances

Level: Basic

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes

Description:

Excel expert David Ringstrom, CPA, is fond of saying “Either you work Excel, or it works you.” This is especially true when subtle nuances in Excel can cause users to become frustrated. In this invaluable session, David focuses on aspects of Excel you may have overlooked, as well as solutions to problems you may have encountered. David’s tips and tricks will help you avoid any frustrations you might encounter when working in Excel.

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.

Office 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:

  • Seeing how to quickly duplicate a group of two or more worksheets.
  • Managing cumbersome lists of data using the Table feature.
  • Learning which features, such as Custom Views, you can’t use when one or more tables exist in a workbook.
  • Utilizing the Split Worksheet feature properly to lock certain rows at the bottom of the Excel window.
  • Saving time by seeing how to enter data sideways.
  • Learning how to use the undocumented DATEDIF worksheet function.
  • Using the Fill Series command to create a series of numbers with just a few mouse clicks.
  • Learning how the Table feature allows you to transform filtering tasks.
  • Learning the risks—and rewards—of double-clicking on the Fill Handle feature in Excel.
  • Tweaking Excel’s AutoRecover settings to raise the odds of recovering your work after an Excel crash.
  • Double-clicking tricks for navigating within a large worksheet.
  • Avoiding frustration by understanding the nuances between Enter and Edit modes.

Learning Objectives/Why You Should Attend:

  • Recognize that some features may work in one version of Excel but not another.
  • Recall why commonly used Excel features sometimes might be disabled.
  • Apply mouse actions and keyboard shortcuts to overcome default features or behaviors in Excel.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • 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).

Pricing and Format Options:

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