Excel Accountant: Printing and Page Layout

4.7 (3)

David Ringstrom, CPA

Excel Accountant

  • CPA
  • TAX PROS
  • CMA
  • CPA(Canada)

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

Overview

  • Set or Clear Print Range3 mins
  • Modern Print Preview12 mins
  • Page Breaks19 mins
  • Printing a Portion of a Worksheet27 mins
  • Print Just a Chart from a Worksheet28 mins
  • Print Path, Workbook, and/or Sheet Name48 mins
  • CELL Function to show Document Path51 mins
  • Header and Footer Tools53 mins
  • Streamlining PDF Creation67 mins
  • Emailing Spreadsheets as PDFs74 mins
  • Creating a Custom View to Print Worksheets80 mins
  • Saving a Macro-Enabled Workbook101 mins

Course Description

Excel offers multiple features and techniques that enable users to prepare and print documents quickly and easily. Step-by-step, Excel expert David Ringstrom, CPA, demonstrates how to enable a full-screen print preview, use Excel’s Custom Views feature to apply different print settings, pick and choose worksheets you want to print, and more. David’s helpful tips will help you work faster and more efficiently in Excel.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 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.

Microsoft 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 can benefit by utilizing multiple Excel features and functions to easily prepare and print documents.

Topics Covered:

  • Creating a full-page printout of a chart that resides on a worksheet.
  • Learning how to deal with annoying changes to Print Preview in Word 2010 and later.
  • Incorporating a new feature that enables you to pick and choose the worksheets from any workbook you wish to print—with no programming knowledge or experience required.
  • Selecting any aspect of a worksheet you’d like to print.
  • Seeing how to print a spreadsheet on the fly via Windows Explorer instead of manually opening a workbook in Excel.
  • Keeping an eye on how much your text is being reduced as you try to squeeze more on a page.
  • Setting a print range that includes multiple noncontiguous areas of a worksheet.
  • Printing a list of all cell comments on a worksheet or printing visible comments.
  • Using Excel’s Custom Views feature to apply different print settings, including orientation and margins, to a single worksheet.
  • Streamlining the process of printing spreadsheets to .PDF format.

Learning Objectives

  • To identify how the Custom Views feature can streamline repetitive print actions.
  • To recall how to print a list of all cell comments on a worksheet.
  • To define how to restore the “classic” Print Preview screen from Excel 2007 and earlier.

Who Should Attend?

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

Testimonial

4.7

(3)
67%
33%
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JO

I love these Excel courses because they show a step by step direction guide, and then actually show it in use. Helps me try along with the instructor.