Excel 101: Introduction to Spreadsheets Part 2

Author: David H. Ringstrom

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 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.

Publication Date: November 2020

Designed For
Practitioners who wish to expand their knowledge of working with Excel spreadsheets.

Topics Covered

• Removing the Table feature from Excel spreadsheets once it's no longer needed or simply erasing the alternate row shading
• Using Text to Columns in any version of Excel to quickly separate city, state, and ZIP code into separate columns
• Spell-checking spreadsheets by way of a keyboard shortcut or menu command
• Creating a pivot table to transform lists of data into on-screen reports
• Exploring the pros and cons of merging cells in spreadsheets
• Building a basic chart within an Excel worksheet
• Adding fields to a blank pivot table to create instant reports
• Discovering multiple ways to paste data in Excel
• Jump-starting pivot tables by way of the Recommended PivotTables feature in Excel 2013 and later
• Removing Conditional Formatting when it's no longer needed within a spreadsheet
• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets

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
• Identify how many action you can generally undo within an Excel workbook
• Recognize where commands appear on which menu tabs

Level
Basic

Instructional Method
Self-Study

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

Program Prerequisites
None

Advance Preparation
None