Excel Speed Tips

Date: Thursday, June 6, 2019
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 enlightening webcast presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. David explains a variety of Excel’s time-saving features and shares helpful tips, such as how to filter data faster, streamline repetitive tasks, create keyboard shortcuts, and access folders and workbooks easily.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. He draws your attention to any differences in Excel 2016, 2013, or 2010 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.

Who Should Attend
Practitioners who may benefit from using Excel more effectively and efficiently.

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

Learning Objectives

  • Identify which versions of Excel permit using slicers with both tables and pivot tables
  • Describe the mouse action that enables you to remove icons from Excel's Quick Access Toolbar
  • Recognize the feature that makes charts expand automatically as you add additional data to the source range


Instructional Method
Group: Internet-based

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

Program Prerequisites
A basic knowledge of Excel.

Advance Preparation

Registration Options
*Note: 3 or more qualifies for discounted Group Participant Fee
Regular Fee $100
Group Participant Fee $77

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