Maximize Excel: Tips and Tricks I

CPE Credit: 2 hours
 
Excel users often spend several minutes or hours working on tasks they could complete in a fraction of the time if they learn how to implement the correct features and techniques. This jam-packed course by Excel expert David Ringstrom, CPA, is designed to empower you to use Excel more effectively. David demonstrates how to create keyboard shortcuts to avoid repetitive tasks, transform filtering tasks, avoid the need to merge cells, and 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. David also provides an Excel workbook that includes most of the examples used in the course. 
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Topics Covered

• Overcoming user interface annoyances by making simple adjustments to Excel’s options.
• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
• Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
• Seeing how to customize the default workbook that all new workbooks will be based on going forward.
• Streamlining repetitive tasks by way of Excel’s Quick Access Tool bar.
• Understanding how the Table feature automates formula management within lists.
• Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a key stroke instead of multiple mouse actions.
• Restoring “classic” Print Preview functionality in Excel 2010 and later.
• Gaining control of long lists of data by filtering instead of sorting.
• Simplifying repetitive tasks by creating your own keyboard shortcuts.
• Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
• Surfacing hidden Excel commands instantly by way of the Tell Me feature in Excel 2016.

• Identify how to avoid retyping text by using Excel features and worksheet functions.
• Recall how to easily compile large lists of data by filtering vs. sorting.
• State how to use Excel’s Quick Access Tool bar to streamlining repetitive tasks.