Excel expert David Ringstrom, CPA, coined the phrase, “Either you work Excel or it works you!” When it comes to large spreadsheets, users often feel stressed in myriad ways. In this beneficial presentation, David demonstrates a number of ways you can manage large spreadsheets with aplomb. His helpful tips enable you to save time, improve the integrity of large workbooks, avoid repetitive tasks, 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: October 2020
Designed For
Practitioners seeking to improve the efficiency and integrity of their large Excel spreadsheets.
Topics Covered
- Streamlining Custom Views by adding a drop-down list to Excel's Quick Access Toolbar
- Navigating purposefully through worksheets by way of clickable hyperlinks
- Using the Watch Window to easily monitor the ramifications of even minor changes to your workbooks
- Choosing between custom views within a workbook to hide/display multiple worksheets at once
- Hiding multiple worksheets within a workbook at once
- Using the SUM function to drill through two or more worksheets
- Making the same edits on multiple worksheets at once by grouping worksheets
- Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts
- Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets
- Comparing the risks and benefits of 64-bit versus 32-bit Microsoft Excel
- Restoring Full Screen View in Excel 2013 and later as well as enabling a keyboard shortcut for this feature
- Learning how to use a single line of programming code to unhide all worksheets within a workbook
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
- Recognize how to implement the INDIRECT worksheet function to create simpler summary spreadsheets
- Recognize where commands appear on ribbon tabs
- Describe hidden commands
- Identify keyboard shortcuts
- Describe the INDIRECT function
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
Instructor
David H. Ringstrom
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches over 200 webinars each year. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. He's currently writing a book titled "Exploring Excel's Hidden Treasures". To learn more about David, you can view his
LinkedIn profile and follow him on
Facebook or
Twitter (@excelwriter).