Excel 101: Introduction to Spreadsheets Part 2 (Completed)

Date: Thursday, January 20, 2022
Instructor: David H. Ringstrom
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

This presentation by Excel expert David Ringstrom, CPA, builds on the discussion in part 1 of his two-part series on spreadsheets. 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 the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 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.

Microsoft 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 2021, Excel 2019, and so on.

Who Should Attend
Practitioners who wish to expand their knowledge of working with Excel spreadsheets.

Topics Covered

  • Adding rows to a blank pivot table to create instant reports
  • Building a basic chart within an Excel worksheet
  • Contrasting Paste as Values with normal pasting in Excel
  • Creating a pivot table to transform lists of data into on-screen reports
  • Determining whether it's safe to edit or delete a cell by way of the Trace Dependents feature
  • Discovering multiple ways to paste data in Excel
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel
  • Duplicating Excel worksheets in two different ways
  • Exploring the pros and cons of merging cells in spreadsheets
  • Identifying duplicates in a list using Conditional Formatting
  • Identifying other cells a formula relies on by way of the Trace Precedents feature
  • Jump-starting pivot tables by way of the Recommended PivotTables feature in Excel 2013 and later

Learning Objectives

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


Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites

Advance Preparation

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