Speed Tips: Part 2

Level: Basic

Available Durations:

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

Description:

This follow-up session to Speed Tips: Part 1 is packed with even more techniques and tips to save you time and effort when working in Excel. David Ringstrom, CPA and Excel expert, shares shortcuts that empower you to streamline repetitive tasks and redundant data entry, embed lists you use frequently, and transform filtering tasks. In addition, David explains the benefits associated with the Personal Macro Workbook, the Transpose feature, the Format Painter feature, the Recommended PivotTables feature, the Quick Analysis feature, and others.

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:

  • Editing .PDF documents in Word 2013 and later—useful for unlocking data you wish to edit in Excel.
  • Creating a shortcut to allow you to clear the decks in Excel by closing all open documents at once.
  • Jump-starting data visualization with the Quick Analysis feature.
  • Separating first/last names into two columns without using formulas or retyping.
  • Using Flash Fill in Excel 2013 and later to quickly insert dashes into a column of Social Security or telephone numbers.
  • Avoiding the need to retype data or clunky formulas by way of Excel’s Text to Columns command.
  • Pasting a table as a raw list elsewhere in a workbook.
  • Applying formatting to multiple locations within a worksheet by way of the Format Painter feature.
  • Pasting a table as a raw list elsewhere in a workbook.
  • Avoiding frustration by understanding the nuances between Enter and Edit modes.
  • Double-checking manual inputs easily by having Excel read numbers aloud to you.
  • Mastering the nuances—and the power—of Excel’s Transpose feature.
  • Jump-starting pivot tables by way of the Recommended PivotTables feature in Excel 2013 and later.
  • Understanding the purpose and nuances of Excel’s Personal Macro Workbook.
  • Making the same edits on multiple worksheets at once by grouping worksheets.
  • Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts.

Learning Objectives/Why You Should Attend:

  • Recognize how to toggle between Enter and Edit modes in Excel.
  • Recall the location of the Unhide command that allows you to access the Personal Macro Workbook.
  • Identify the command that you use to activate Quick Access Toolbar shortcuts.

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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