Taming Large Excel Spreadsheets

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

Large spreadsheets can be stressful. Excel expert David Ringstrom, CPA, says, “Either you work Excel or it works you!” In this course you'll learn several ways to manage large spreadsheets so that you can save time, avoid repetitive tasks, and more.

David 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: May 2018

Designed For
Practitioners seeking to improve the efficiency and integrity of their large Excel spreadsheets.

Topics Covered

  • Switching between Custom Views by way of a hidden drop-down list you can enable on Excel's Quick Access Toolbar
  • Learning the power—and the risks—of grouping worksheets
  • Understanding the difference between manual and automatic calculation modes in Excel
  • Simplifying repetitive tasks by creating your own keyboard shortcuts
  • Using the Watch Window to easily monitor the ramifications of even minor changes to your workbooks
  • Seeing how to view two worksheets from within the same workbook at the same time
  • Saving time when aggregating data from multiple worksheets with Excel's INDIRECT function
  • Using the Group and Ungroup feature to expand or collapse rows and/or columns
  • Using Excel's OFFSET function to dynamically reference data from one or more accounting periods
  • Avoiding repetitive work by creating a keyboard shortcut for Excel's Freeze Panes feature
  • Using Excel's Custom Views feature to hide and unhide multiple worksheets with ease
  • Using Excel's Custom Views feature to apply different print settings, including orientation and margins, to a single worksheet

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
Self-Study

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

Program Prerequisites
Basic experience with large Excel spreadsheets.

Advance Preparation
None

Registration Options
Quantity
Fees
Regular Fee $55.00

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