Excel Accountant: Speed Tips Part 1

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

  • Recent Items Menu3 mins
  • Automatic Backup of Key Excel Workbooks16 mins
  • File Close Trap (Excel 2013+)28 mins
  • Quick Access Toolbar38 mins
  • Paste Column Widths56 mins
  • Subtotal Feature61 mins
  • Filtering Keyboard Shortcut65 mins
  • Table Feature79 mins
  • Recommended Charts (Excel 2013+)90 mins
  • Center Across Selection96 mins
  • Shortcuts for Running a Macro101 mins

Course Description

If you’d like to discover features and techniques you can use to speed up your work in Excel, this is the perfect course for you! In his jam-packed session, Excel expert David Ringstrom, CPA, explains a variety of time-saving features and shares helpful tips, such as how to filter data faster, streamline repetitive tasks, create keyboard shortcuts, access folders and workbooks easily, and 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 may benefit from using Excel more effectively and efficiently.

Topics Covered:

  • Overcoming user interface annoyances by making simple adjustments to Excel’s options.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
  • Seeing how to customize the default workbook that all new workbooks will be based on going forward.
  • Streamlining repetitive tasks by way of Excel’s Quick Access Toolbar.
  • Understanding how the Table feature automates formula management within lists.
  • Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions.
  • Restoring “classic” Print Preview functionality in Excel 2010 and later.
  • Gaining control of long lists of data by filtering instead of sorting.
  • Simplifying repetitive tasks by creating your own keyboard shortcuts.
  • Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Surfacing hidden Excel commands instantly by way of the Tell Me feature in Excel 2016.

Learning Objectives

  • To recall how to create your own custom keyboard shortcuts.
  • To identify how to unlock hidden functionality by double-clicking on certain aspects in Excel.
  • To Describe how to easily compile large lists of data by filtering vs. sorting.

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%
0%
0%
0%

TG

Awesome presenter

JO

The Excel courses are a great way to learn or improve your skills. The visual examples allow me to perform the skills alongside the presenter which promotes learning.