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Excel Accountant: Speed Tips Part 2

4.5 (4)

David Ringstrom, CPA

Excel Accountant

  • CPA Canada
  • CMA
  • CPA
  • Tax Preparer

Published: July, 2020

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

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

Overview

  • Navigation Trick Within Excel’s Open Dialog Box
    3 mins
  • Streamlining PDF Creation
    14 mins
  • Emailing Spreadsheets as PDFs
    19 mins
  • Flash Fill Introduction (Excel 2013+)
    30 mins
  • Using Text to Columns for Names
    37 mins
  • Remove Duplicates Feature
    41 mins
  • Strikethrough Text/Numbers
    65 mins
  • Transpose Data
    82 mins

Course Description

You’ll discover even more ways to save time and effort in Excel when you take this course. In part 2 of Speed Tips, 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 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 can benefit by learning a variety of techniques and shortcuts that will speed up their work in Excel.

Topics Covered:

  • Separating first/last names into two columns without using formulas or retyping.
  • Streamlining redundant data entry with a handy keyboard shortcut.
  • Pasting a table as a raw list elsewhere in a workbook.
  • 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.
  • Applying formatting to multiple locations within a worksheet by way of the Format Painter feature.
  • Mastering the nuances—and the power—of Excel’s Transpose feature.
  • Avoiding the need to retype data or clunky formulas by way of Excel’s Text to Columns command.
  • Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts.
  • 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.

Learning Objectives

  • To identify the feature that helps you transform filtering tasks.
  • To recognized how to implement Excel’s Personal Macro Workbook.
  • To recall where the Custom Lists feature appears in the Options dialog box of most versions of Excel.

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

Testimonial

4.5

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EB

What a detailed and insightful webinar it was! Absolutely delighted with the learning experience. Thank you MyCPE.

TG

Excellent presentation. Thank you.

JO

The way the instructor shows the step by step in screenshots and then performs an example really helps the learning process.