- Recall the print scale threshold below which a printout typically becomes difficult to read
- Recall the shortcut key that displays the Insert Function dialog box
- Identify which versions of Excel permit using slicers with both tables and pivot tables
- Recall where the Custom Lists feature appears in the Options dialog box of most versions of Excel
- Identify the action that allows you to skip the Add button when placing new icons on the Quick Access Toolbar
- Recall the key that allows you to group a series of adjacent worksheets at once
IT2790
Date: February 11, 2019 | Time: 3 PM ET | Duration: 60 Minutes
This informative webcast presented by David Ringstrom, CPA, is designed to help you accelerate and optimize your work in Excel. Once you know how to use a variety of Excel’s dynamic features and handy keyboard shortcuts, you’ll save minutes or even hours completing your tasks.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention 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.
Areas Covered in the Session:
- Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
- Discovering how to quickly access folders and workbooks regardless of whether they’re stored on your computer or on a network.
- Exploring the pros and cons of merging cells in spreadsheets.
- Discovering how to quickly access folders and workbooks regardless of whether they’re stored on your computer or on a network.
- Seeing how to customize the default workbook that all new workbooks will be based on going forward.
- Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
- Enabling a hidden keyboard shortcut for toggling the Freeze Panes feature on or off.
- Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a key stroke instead of multiple mouse actions.
- Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
- Restoring “classic” Print Preview functionality in Excel 2010 and later.
- Streamlining repetitive tasks by way of Excel’s Quick Access Tool bar.
- Keeping an eye on how much your text is being reduced as you try to squeeze more on a page.
Date: February 15, 2019 | Time: 3 PM ET | Duration: 60 Minutes
In this follow-up session to Practical Excel: How to Work Faster, you’ll learn even more ways to save time and effort in Excel. Excel expert David Ringstrom, CPA, demonstrates shortcuts that allow you to streamline repetitive tasks and redundant data entry, embed lists you use frequently, transform filtering tasks, and more. In addition, David explains the benefits associated with Excel’s Text Box feature, the Personal Macro Workbook, and the Quick Analysis feature.
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 webcast.
Areas Covered in the Session:
- Applying formatting to multiple locations within a worksheet by way of the Format Painter feature.
- Separating first/last names into two columns without using formulas or retyping.
- Editing .PDF documents in Word 2013 and later – useful for unlocking data you wish to edit in Excel.
- Streamlining the process of printing spreadsheets to .PDF format.
- Using Flash Fill in Excel 2013 and later to quickly insert dashes into a column of Social Security or telephone numbers.
- Making the same edits on multiple worksheets at once by grouping worksheets.
- Discovering the Custom Lists feature in Excel, which enables you to embed frequently used lists into Excel’s Options dialog box for use with any spreadsheet.
- Eliminating duplicates from a list with just a few mouse clicks.
- Streamlining redundant data entry with a handy keyboard shortcut.
- CFOs
- CPAs
- Controllers
- Investment Analysts
- Financial Analysts
- Business Analysts
- Forecasting & Planning Teams
- M&A Specialists (Mergers & Acquisitions)
- Risk Managers
- Strategic Planners
- Capital Expenditure Planners
- Cost Accountants
- Managerial Accountants
- Other Accounting and Finance Professionals
- Human Resources Departments
- IT Departments
- Auditors
- Banking Professionals
- Insurance Professionals
- Excel Users in Regulated Lifesciences Industry
- Logistics and Supply Chain Professionals
- Sales and Marketing Professionals
