More Excel Speed Tips

Date: Thursday, June 20, 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

Excel expert and CPA David H. Ringstrom developed this follow-up session to Excel Speed Tips that’s packed with even more ways to save time and effort in Excel. You’ll learn shortcuts that allow you to streamline repetitive tasks and redundant data entry, embed lists you use frequently, transform filtering tasks, and more. In addition, David explains the benefits associated with Excel’s Text Box feature, the Personal Macro Workbook, and the Quick Analysis feature.

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 can benefit by learning a variety of techniques and shortcuts that will speed up their work in Excel.

Topics Covered

  • Separating first/last names into two columns without using formulas or retyping
  • Using Flash Fill in Excel 2013 and later to quickly insert dashes into a column of Social Security or telephone numbers
  • Striking through list items with a custom shortcut
  • Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts
  • Streamlining the process of printing spreadsheets to .PDF format
  • Discovering how to quickly access folders and workbooks, regardless of whether they're stored on your computer or on a network
  • Mastering the nuances—and the power—of Excel's Transpose feature
  • Discovering the Custom Lists feature in Excel, which enables you to embed frequently used lists into Excel's Options dialog box for use with any spreadsheet
  • Avoiding retyping data or clunky formulas by way of Excel's Text to Columns command
  • Editing .PDF documents in Word 2013 and later—useful for unlocking data you wish to edit in Excel

Learning Objectives

  • Identify which menu tab in Excel where Microsoft Query resides
  • Describe where the Custom Lists feature appears in the Options dialog box of most versions of Excel
  • Recognize and apply the keyboard shortcuts that allow you to move back and forth between worksheets


Instructional Method
Group: Internet-based

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

Program Prerequisites
A basic of understanding 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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