Taming Large Spreadsheets

Level: Intermediate

Available Durations:

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

Description:

Excel expert David Ringstrom, CPA, coined the phrase, “Either you work Excel or it works you!” When it comes to large spreadsheets, users often feel stressed in myriad ways. In this beneficial presentation, David demonstrates a number of ways you can manage large spreadsheets with aplomb. His helpful tips enable you to save time, improve the integrity of large workbooks, avoid repetitive tasks, and much more.

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:

  • Switching between Custom Views by way of a hidden drop-down list you can enable on Excel’s Quick Access Toolbar.
  • Learning the power—and the risks—of grouping worksheets.
  • Understanding the difference between manual and automatic calculation modes in Excel.
  • Simplifying repetitive tasks by creating your own keyboard shortcuts.
  • Using the Watch Window to easily monitor the ramifications of even minor changes to your workbooks.
  • Seeing how to view two worksheets from within the same workbook at the same time.
  • Saving time when aggregating data from multiple worksheets with Excel’s INDIRECT function.
  • Using the Group and Ungroup feature to expand or collapse rows and/or columns.
  • Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
  • Avoiding repetitive work by creating a keyboard shortcut for Excel’s Freeze Panes feature.
  • Using Excel’s Custom Views feature to hide and unhide multiple worksheets with ease.
  • Using Excel’s Custom Views feature to apply different print settings, including orientation and margins, to a single worksheet.

Learning Objectives/Why You Should Attend:

  • Apply the Watch Window feature to monitor and to navigate key worksheet cells.
  • Identify how to use Custom Views to manage the hidden or visible status of columns, rows, worksheets, print settings, and more.
  • Implement the INDIRECT worksheet function to create simpler summary spreadsheets.

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 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.

Pricing and Format Options:

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