Taming Large Spreadsheets

Level: Intermediate

Available Durations:

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

Description:

If you’re frustrated by trying to manage your large Excel spreadsheets, this is a webcast you won’t want to miss. Excel expert David Ringstrom, CPA, shares multiple ways you can easily gain control over those unwieldy spreadsheets. Step-by-step, he explains how to implement a variety of techniques, including hiding and/or displaying multiple worksheets, expanding or collapsing rows and/or columns, avoiding repetitive tasks, minimizing file sizes, and monitoring changes made to your workbooks.

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:

  • 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.
  • Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts.
  • Making the same edits on multiple worksheets at once by grouping worksheets.
  • Hiding multiple worksheets within a workbook at once.
  • Creating a macro you can use in any workbook to display all sheets at once.
  • Creating custom views that will enable you to display all worksheets in a workbook at once as well as hide/display selected worksheets.
  • Streamlining Custom Views by adding a drop-down list to Excel’s Quick Access Toolbar.
  • Restoring “classic” Print Preview functionality in Excel 2010 and later.
  • Using the SUM function to drill through two or more worksheets.
  • Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.
  • Reviewing volatile worksheet functions and determining how such functions can affect calculation performance in Excel.
  • Discovering resources for making unwieldy spreadsheets calculate faster.
  • Comparing the risks and benefits of 64-bit versus 32-bit Microsoft Excel.
  • Using Excel’s Custom Views feature to apply different print settings, including orientation and margins, to a single worksheet.
  • Minimizing the file size of large workbooks by way of the Excel Binary Workbook format.

Learning Objectives/Why You Should Attend:

  • State the keyboard shortcuts that allow you to move back and forth between worksheets.
  • Recognize the file format that will result in a workbook with the smallest possible file size.
  • Recall the key that allows you to group a series of adjacent worksheets at once.

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:

Click here to learn about the presentation format and view pricing information.

Click here to view other topics.