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In part 2 of Introduction to Spreadsheets, Excel expert David Ringstrom, CPA, provides additional and beneficial information about working with Excel spreadsheets. In this outstanding live webcast, he covers the Table feature, the Find feature, the Trace Dependents feature, the Replace feature, and others. David also shares a variety of time-saving techniques, including how to minimize data entry, identify duplicate entries, sort lists of data, and recover unsaved workbooks.
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:
- Locating data anywhere within a spreadsheet by way of the Find feature.
- Spell-checking spreadsheets by way of a keyboard shortcut or menu command.
- Exploring the pros and cons of merging cells in spreadsheets.
- Learning two different ways to insert or delete rows and columns within a worksheet.
- Swapping out data within worksheet cells by way of the Replace feature.
- Limiting access to sensitive workbooks by way of password protection.
- Determining whether it’s safe to edit or delete a cell by way of the Trace Dependents feature.
- Identifying other cells a formula relies on by way of the Trace Precedents feature.
- Specifying information that should print at the top and/or bottom of each page of a printout by managing headers and footers.
- Understanding the nuances of sorting lists of data in Excel.
- Separating first/last names into two columns without using formulas or retyping.
- Building a basic chart within an Excel worksheet.
- Using the Text to Columns feature in any version of Excel to quickly separate city, state, and ZIP code into separate columns.
- Duplicating Excel worksheets in two different ways.
Learning Objectives/Why You Should Attend:
- Identify how to skip confusing menus by way of mouse tricks and keyboard shortcuts.
- Recall how use the Trace Dependents feature.
- Describe two different ways to insert or delete rows and columns in Excel worksheets.
- 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 the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.
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