Excel 101: Introduction to the Spreadsheet (Currently Unavailable)

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

Learn the basics of Excel, such as custom shortcuts, techniques for large spreadsheets, and advanced Excel 2013 features. Even Excel users learn things about Excel that they've overlooked in the past!

Excel expert David Ringstrom, CPA will take you through spreadsheets from the ground up. By the end of this two hour session you'll be empowered to create functional spreadsheets and manipulate lists of data.

David’s materials cover Excel 2016, 2013, 2010, and 2007. When applicable, some slides include alternate instructions for Excel 2003. In this presentation, he demonstrates techniques in Excel 2010, as he finds it’s presently the version most widely utilized by Excel users. David’s detailed handouts serve as reference tools you can fall back on after completing one of his courses. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

Publication Date: July 2014

Designed For
Practitioners that need a basic explanation of what Excel is really all about.

Topics Covered

  • Get an overview of the different types of files you can create in Excel.
  • Simplify repetitive tasks by creating your own keyboard shortcuts
  • Learn how to add clickable icons for macros that you record on to Excel's Quick Access toolbar.
  • Navigate large workbooks with ease by way of a hidden menu, as well as keyboard shortcuts.
  • Discover how to quickly access folders and workbooks, no matter either on your computer or a network.
  • Streamline Filtering tasks down to one click, instead of 7 or more.
  • Capitalize on new features in Excel 2013 that empower anyone to quickly analyze data.
  • Discover the new Recommended Pivot Tables feature in Excel 2013.

Learning Objectives

  • Identify the basic operational aspects of Microsoft Excel, including file management, printing, and data manipulation.
  • Identify what worksheet functions are, how to utilize them, and how to gain familiarity with new functions.


Instructional Method

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

Program Prerequisites

Advance Preparation

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