Speed Tips: Part 2

Level: Basic

Available Durations:

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

Description:

Excel expert David Ringstrom, CPA, developed this follow-up session to Speed Tips: Part 1. It’s packed with even more ways to save time and effort in Excel. You’ll learn shortcuts that allow you to streamline repetitive tasks and redundant data entry, embed lists you use frequently, transform filtering tasks, and more. In addition, David explains the benefits associated with Excel’s Text Box feature, the Personal Macro Workbook, and the Quick Analysis feature.

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:

  • Learning how the Table feature allows you to transform filtering tasks.
  • Avoiding repetitive work by creating a keyboard shortcut for Excel’s Freeze Panes feature.
  • Embedding frequently used lists, such as employees, departments, or key customers, into Excel’s interface for use with any spreadsheet.
  • Adding the hidden Form Command back to Excel 2007 and later.
  • Double-checking manual inputs easily by having Excel read numbers aloud to you.
  • Dispatching the Compatibility Checker to avoid wasting time when saving workbooks as .XLS files by dispatching the Compatibility Checker.
  • Jump-starting data visualization with the Quick Analysis feature.
  • Striking through list items with a custom shortcut.
  • Mastering the nuances—and the power—of Excel’s Transpose feature.
  • Discovering how to use Excel’s Personal Macro Workbook.
  • Using the Text Box feature for paragraphs of text to avoid merging cells.
  • Keeping an eye on how much your text is being reduced as you try to squeeze more on a page.

Learning Objectives/Why You Should Attend:

  • Identify the feature that helps you transform filtering tasks.
  • Implement Excel’s Personal Macro Workbook.
  • Define how to avoid merging cells.
  • Recall how to embed frequently used lists.

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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