Maximize Excel: Spreadsheet Basics Pt. 2

CPE Credit: 2 hours
 
In this comprehensive presentation, Excel expert David Ringstrom, CPA, expands on the information he covered in part 1 of Spreadsheet Basics. You’ll gain exposure to ways you can same time working in Excel, such as with pivot tables, charts, and the Table feature. David also shares a variety of techniques, including how to minimize data entry, identify duplicate entries, and much more.
 
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. In addition, David provides an Excel workbook that includes most of the examples used in the course.



Topics Covered

• Adding fields to a blank pivot table to create instant reports.
• Swapping out data within worksheet cells by way of the Replace feature.
• Contrasting Paste as Values with normal pasting in Excel.
• Creating a pivot table to transform lists of data into on-screen reports.
• Identifying other cells a formula relies on by way of the Trace Precedents feature.
• Discovering multiple ways to paste data in Excel.
• Locating data anywhere within a spreadsheet by way of the Find feature.
• Separating first/last names into two columns without using formulas or retyping.
• Learning two different ways to insert or delete rows and columns within a worksheet.
• Learning how to recover unsaved workbooks in Excel 2010 and later.
• Building a basic chart within an Excel worksheet.
• Specifying information that should print at the top and/or bottom of each page of a printout by managing headers and footers.

• Identify how to use Excel’s Text to Columns feature.
• Define the ideal data for use with creating pivot table reports.
• Describe how to apply Trace Dependents and Trace Precedents while auditing formulas.