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Would you like to work faster and more efficiently in Excel? If so, you’ll want to attend this live webcast presented by Excel expert David Ringstrom, CPA. 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. After the session, you’ll be empowered to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the 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:
- Discovering how to quickly access folders and workbooks, regardless of whether they’re stored on your computer or on a network.
- Streamlining repetitive tasks by way of Excel’s Quick Access Toolbar.
- Overcoming user interface annoyances by making simple adjustments to Excel’s options.
- Learning what steps to take if you can’t open a damaged workbook.
- Surfacing hidden Excel commands instantly by way of the Tell Me feature in Excel 2016 and later.
- Enabling a hidden keyboard shortcut for toggling the Freeze Panes feature on or off.
- Creating a keyboard shortcut for simultaneously pasting data and column widths.
- Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
- Gaining control of long lists of data by filtering instead of sorting.
- Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions.
- Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
- Exploring the pros and cons of merging cells in spreadsheets.
- Comparing Center Across Selection to Merged cells for centering text across two or more columns.
Learning Objectives/Why You Should Attend:
- Recognize the ribbon tab where the Macros command appears in Excel.
- Identify the command that you use to activate Quick Access Toolbar shortcuts.
- Recall the menu in Excel where the Table feature resides.
- 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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