Beginner's Guide to Microsoft Excel: Part 1
October 17th, 2019, 3:00 PM to 4:40 PM, ET
If you've never worked with Excel spreadsheets or haven't for several years, this webinar is for you. Excel expert David Ringstrom, CPA, takes you through the basics of Excel spreadsheets, so you'll be equipped to create functional spreadsheets and manipulate large lists of data. You'll learn about the different types of files you can create, Excel's rows and columns grid, and keyboard shortcuts that will help you simplify repetitive tasks. You'll also learn how to eliminate duplicates in a list, implement the Quick Analysis feature, manage column widths in spreadsheets, filter long lists of data, and more. Upon completion of this course, you'll be able to:
- Identify time-saving mouse tricks and keyboard shortcuts to skip confusing menus
- Apply the structural basics of Excel worksheets and workbooks
- List basic data-analysis techniques
- Control Excel's green error-checking prompts by managing the underlying rules
- Eliminate duplicates from a list with just a few mouse clicks
- Utilize free, prebuilt templates in Excel
- Identify the different types of files you can create in Excel
- Explain Excel's grid of rows and columns
- Describe how the Quick Analysis feature can Jump-start data visualization
- Recognize the nuances of copying formulas within Excel spreadsheets
- Manage column widths within your spreadsheets
- Master Excel's order of operations for mathematical formulas
- Navigate large workbooks with ease by way of a hidden menu as well as keyboard shortcuts
- Never type $ signs manually in a formula again; use a keyboard shortcut instead
- Create your own keyboard shortcuts to simplify repetitive tasks
- Enter dates in an Excel spreadsheet
- Use a custom number format to hide zero amounts within a specific area of a spreadsheet
- Wrangle long lists of data by filtering instead of sorting
David typically demonstrates techniques from the version of Excel used by the majority of attendees. This means he uses Excel 2010, 2013, or 2016 to demonstrate techniques, but his detailed handouts identify differences in Excel 2007, 2010, 2013, and 2016 when needed. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants' questions, so come ready to pick his brain. David's detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses during the webcast.
If you've never worked with Excel spreadsheets or haven't for several years, Part 1 of this practical webinar is just what you need. Excel expert, David Ringstrom, CPA, takes you through the basics of Excel spreadsheets so you'll be equipped to create functional spreadsheets and manipulate large lists of data. You will learn about the different types of files you can create, Excel's rows and columns grid, keyboard shortcuts that will help you simplify repetitive tasks, and more.
You will see each technique demonstrated 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. You will also receive an Excel workbook that includes most of the examples used 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.
You will learn how to:
- Use Excel's Freeze Panes feature.
- Handle situations where numbers are presented as # signs on-screen and in Print Preview.
- Use a custom number format to hide zero amounts within a specific area of a spreadsheet.
- Discern the nuance of entering text into worksheet cells.
- Utilize the PMT worksheet function to calculate loan payment amounts.
- Copy formulas efficiently down one or more columns at the same time.
- Prevent errors from the start by choosing from thousands of free Excel spreadsheet templates.
- Differentiate between working within a cell versus working on a worksheet.
- Jump-start spreadsheet projects using free, prebuilt templates in Excel.
- Get oriented with Excel's grid of rows and columns.
- Save time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut.
Upon course completion, you will be able to:
- Recall how to skip confusing menus by way of time-saving mouse tricks and keyboard shortcuts.
- Apply the structural basics of Excel worksheets and workbooks.
- Identify Excel's order of operations for mathematical formulas.
Beginner's Guide to Microsoft Excel: Part 2
October 18th, 2019, 3:00 PM to 4:40 PM, ET
In Part 2 of this practical webinar, Excel expert, David Ringstrom, CPA, will expand on the information he covered in part 1 of this series. You'll learn even more ways to save time working with Excel features, such as pivot tables, charts, and tables. In addition, David will bring you up to speed on ways to minimize data entry, identify duplicate entries, and much more.
You will see each technique demonstrated 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. You will also receive an Excel workbook that includes most of the examples used 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.
You will learn how to:
- Add fields to a blank pivot table to create instant reports.
- Swap out data within worksheet cells by way of the Replace feature.
- Contrast Paste as Values with normal pasting in Excel.
- Create a pivot table to transform lists of data into on-screen reports.
- Identify which cells a formula relies on by way of the Trace Precedents feature.
- Discover multiple ways to paste data in Excel.
- Locate data anywhere within a spreadsheet by way of the Find feature.
- Separate first/last names into two columns without using formulas or retyping.
- Use two different ways to insert or delete rows and columns within a worksheet.
- Recover unsaved workbooks in Excel 2010 and later.
- Build a basic chart within an Excel worksheet.
- Specify information that should print at the top and/or bottom of each page of a printout by managing headers and footers.
Upon course completion, you will be able to:
- Identify how to use Excel's Text to Columns feature.
- Define the ideal data for use with creating pivot table reports.
- Applying Trace Dependents and Trace Precedents while auditing formulas.
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