Excel Speed Tips (Currently Unavailable)

Author: David H. Ringstrom

Are there Excel tasks that are taking you way too long? This course will help you quickly accomplish certain tasks by teaching you ways to improve your efficiency, such as how to quickly filter data, streamline repetitive tasks, use keyboard shortcuts, and access folders and workbooks easily.

Excel expert, David Ringstrom, CPA, demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

Publication Date: June 2018

Designed For
Practitioners who may benefit from using Excel more effectively and efficiently.

Topics Covered

• How to use the Slicer feature to streamline data analysis within tables and pivot tables.
• Techniques that automatically provide fallback positions in the event you need to see an earlier version of your spreadsheet
• Navigate large workbooks with ease by way of a hidden menu as well as keyboard shortcuts
• Avoid disabled features by converting Excel 97—2003 files to modern workbook formats with ease
• Use the Table feature in Excel 2007 and later to create charts that expand or contract automatically as your source data changes
• Launch macros that clean up pivot tables with a single mouse click
• How the Table feature allows you to transform filtering tasks
• Embed frequently used lists, such as employees, departments, or key customers, into Excel's interface for use with any spreadsheet
• Apply different filter settings with just a couple of mouse clicks using the Custom Views feature
• Strike through list items with a custom shortcut
• Convert .XLS workbooks to the up-to-date .XLSX format with just two keystrokes
• Bypass filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click

Learning Objectives

• Recognize how to set Excel to automatically back-up key spreadsheets.
• Identify how to add and remove icons from Excel's Quick Access Toolbar.
• Identify which types of list data can be filtered in Excel.
• Differentiate how to easily compile large lists of data by filtering vs. sorting
• Recognize how recover an Excel file
• Utilize the shortcut for calling up a customized template
• Identify the steps to apply the subtotal feature in Excel
• Recognize the steps to add data to a self-expanding chart
• Describe features of Text Box
• Identify how often to set your auto-recovery setting
• Recognize how to name a default template in order to customize an Excel default workbook
• Utilize shortcuts to navigate Excel workbooks more efficiently
• Identify the steps to using Subtotal feature in Excel
• Recognize how to sort data efficiently
• Describe how to get rid of a table
• Identify how to navigate annoying Excel prompts and utilize alternatives

Level
Basic

Instructional Method
Self-Study

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

Program Prerequisites
None

Advance Preparation
None