Supercharging Excel's Quick Access Toolbar

Excel's Quick Access Toolbar is an often-overlooked treasure trove of shortcuts that you can access with your mouse or keyboard. In this presentation author and Excel expert David Ringstrom, CPA, guides you through the nuances of the Quick Access Toolbar so that you can create curated toolbars for individual workbooks as well as for Excel itself. Learn how to customize, organize, and transfer your Quick Access Toolbar between computers. You'll also see how to unearth hidden commands, such as the ability filter a list or paste data and column widths, all with one click or keystroke.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Who Should Attend
Professionals seeking to use Microsoft Excel more effectively.

Topics Covered

• Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions
• Reorganizing the Quick Access toolbar to prioritize frequently used keyboard shortcuts
• Simplifying filtering tasks by adding a Clear Filter shortcut to the Quick Access Toolbar
• Adding Full Screen View to the Quick Access Toolbar to view more rows in large spreadsheets
• Keeping an eye on how much your text is being reduced as you try to squeeze more on a page
• Double-checking manual inputs easily by having Excel read numbers aloud to you
• Understanding how the Quick Access Toolbar may be evolving in Microsoft 365
• Navigate Excel menus entirely by keyboard shortcuts
• Curating Quick Access Toolbars that are workbook-specific so that shortcuts are usable by anyone else that accesses a given workbook
• Simplifying repetitive tasks by creating your own keyboard shortcuts
• Changing cell colors within worksheets
• Streamlining the process of printing spreadsheets to .PDF format.

Learning Objectives

• State which ribbon tab (menu) contains the Navigation task pane command
• Identify the Excel for Microsoft 365 function that enables you to separate text into two or more cells
• Recall the arguments that match the syntax for the CHOOSECOLS function in Excel

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

Program Prerequisites
None

Advance Preparation
None