More Excel Speed Tips

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

This follow-up session to Excel Speed Tips shows you even more ways to save time and effort in Excel. You’ll learn how to use shortcuts, embed frequently used lists, transform filtering tasks, and more. Plus, you'll learn about the benefits of Excel’s Text Box feature, the Personal Macro Workbook, and the Quick Analysis feature.

Excel expert and CPA, David H. Ringstrom, 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 course.

Publication Date: June 2018

Designed For
Practitioners who can benefit by learning a variety of techniques and shortcuts that will speed up their work in Excel.

Topics Covered

  • How the Table feature allows you to transform filtering tasks
  • Avoid repetitive work by creating a keyboard shortcut for Excel's Freeze Panes feature
  • Embed frequently used lists, such as employees, departments, or key customers, into Excel's interface for use with any spreadsheet
  • Add the hidden Form Command back to Excel 2007 and later
  • Double-checking manual inputs easily by having Excel read numbers aloud to you
  • Dispatch the Compatibility Checker to avoid wasting time when saving workbooks as .XLS files by dispatching the Compatibility Checker
  • Jump-start data visualization with the Quick Analysis feature
  • Strike through list items with a custom shortcut
  • Discover how to use Excel's Personal Macro Workbook.
  • Use the Text Box feature for paragraphs of text to avoid merging cells
  • Keepan eye on how much your text is being reduced as you try to squeeze more on a page

Learning Objectives

  • Identify the feature that helps you transform filtering tasks
  • Implement Excel's Personal Macro Workbook
  • Define how to avoid merging cells
  • Recall how to embed frequently used lists
  • Recognize when the Flash Fill function was first introduced to Excel
  • Identify what to select when using Text to Columns for names
  • Recognize the command shortcut to use for clearing borders in a cell
  • Identify the shortcut command to apply for strikethrough formatting
  • Describe which shortcut key is used to toggle between Enter/Edit modes
  • Identify a new function in Excel 2007 that tries to identify patterns based on your data entry
  • Differentiate types of delimiters
  • Recognize which menu can be accessed using the Remove Duplicates feature
  • Differentiate Excel versions and how they function


Instructional Method

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

Program Prerequisites
A basic of understanding of Excel.

Advance Preparation

Registration Options
Regular Fee $59.00

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