Excel Accountant: Intro to Spreadsheets Part 1

David Ringstrom, CPA

Excel Accountant

  • CPA Canada
  • CMA
  • CPA
  • Tax Preparer

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Before starting this self study program, please go through the instructional document.

Overview

  • Getting Oriented in Excel
    3 mins
  • Working within a Cell
    13 mins
  • Managing Column Widths
    18 mins
  • Formatting Numbers
    28 mins
  • Copying Formulas
    40 mins
  • Calculating Our Loan Payment
    49 mins
  • Verifying Our Work
    67 mins
  • Applying Borders and Color
    76 mins
  • Managing Worksheets
    80 mins

Course Description

This presentation by Excel expert David Ringstrom, CPA, is designed for those who haven’t worked with Excel spreadsheets before or who haven’t used them in several years. David explains spreadsheet basics, different file types you can create, keyboard shortcuts to simplify repetitive tasks, Excel’s rows and columns grid, 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.

Who Would Be Interested in This Course:

Practitioners who wish to learn the basics of working with Excel spreadsheets.

Topics Covered:

  • Using a custom number format to hide zero amounts within a specific area of a spreadsheet.
  • Getting familiar with Excel’s grid of rows and columns.
  • Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates.
  • Learning the nuances of copying formulas within Excel spreadsheets.
  • Saving paper and eliminating frustration by monitoring the Print Scale setting.
  • Handling situations where numbers are presented as # signs on-screen and in Print Preview.
  • Discerning the nuance of entering text into worksheet cells.
  • Surfacing hidden Excel commands instantly by way of the Tell Me feature in Excel 2016.
  • Copying formulas efficiently down one or more columns at the same time.
  • Understanding Excel’s Freeze Panes feature.

Learning Objectives

  • To identify how to skip confusing menus by way of time-saving mouse tricks and keyboard shortcuts.
  • To recall some basic data analysis techniques.
  • To describe Excel’s Freeze Panes feature.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA