Taming Large Excel Spreadsheets (Completed)

Date: Thursday, October 22, 2020
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 David Ringstrom, CPA, coined the phrase, “Either you work Excel or it works you!” When it comes to large spreadsheets, users often feel stressed in myriad ways. In this beneficial presentation, David demonstrates a number of ways you can manage large spreadsheets with aplomb. His helpful tips enable you to save time, improve the integrity of large workbooks, avoid repetitive tasks, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, 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.

Office 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 2019, Excel 2016, and so on.

Who Should Attend
Practitioners seeking to improve the efficiency and integrity of their large Excel spreadsheets.

Topics Covered

  • Streamlining Custom Views by adding a drop-down list to Excel's Quick Access Toolbar
  • Navigating purposefully through worksheets by way of clickable hyperlinks
  • Using the Watch Window to easily monitor the ramifications of even minor changes to your workbooks
  • Choosing between custom views within a workbook to hide/display multiple worksheets at once
  • Hiding multiple worksheets within a workbook at once
  • Using the SUM function to drill through two or more worksheets
  • Making the same edits on multiple worksheets at once by grouping worksheets
  • Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts
  • Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets
  • Comparing the risks and benefits of 64-bit versus 32-bit Microsoft Excel
  • Restoring Full Screen View in Excel 2013 and later as well as enabling a keyboard shortcut for this feature
  • Learning how to use a single line of programming code to unhide all worksheets within a workbook

Learning Objectives

  • Recognize and apply the Watch Window feature to monitor and navigate key worksheet cells
  • Identify how to use Custom Views to manage the hidden or visible status of columns, rows, worksheets, print settings, and more
  • Implement the INDIRECT worksheet function to create simpler summary spreadsheets

Level
Intermediate

Instructional Method
Group: Internet-based

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

Program Prerequisites
Basic experience with large Excel spreadsheets.

Advance Preparation
None

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