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Excel Accountant: Taming Large Spreadsheets

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

Overview

  • Viewing Two Worksheets at Once
    4 mins
  • Zoom to Selection
    18 mins
  • Toggle Full Screen Shortcut
    26 mins
  • Freeze Panes Feature
    29 mins
  • Split Worksheet
    36 mins
  • Worksheet Selection Shortcuts
    45 mins
  • Watch Window
    51 mins
  • Automating Unhiding Worksheets
    73 mins
  • Running UnhideWorkheets Macro
    80 mins
  • Quarters Only Custom View
    85 mins
  • Streamlining Custom Views
    89 mins
  • Improving Calculation Speed
    103 mins

Course Description

Are you tired of trying to manage your large Excel spreadsheets? In this comprehensive presentation, Excel expert David Ringstrom, CPA, demonstrates a number of ways you can successfully tame cumbersome spreadsheets. His helpful tips enable you to save time, improve the integrity of large workbooks, avoid repetitive tasks, and much more.

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 seeking to work more efficiently in large Excel workbooks as well as improve the integrity of their spreadsheets. 

Topics Covered:

  • Comparing the risks and benefits of 64-bit versus 32-bit Microsoft Excel.
  • Restoring Full Screen View in Excel 2013 and later as well as enabling a keyboard shortcut for this feature.
  • Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts.
  • Learning how to use a single line of programming code to unhide all worksheets within a workbook.
  • Understanding Excel’s Freeze Panes feature.
  • Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets.
  • Utilizing the Split Worksheet feature properly to lock certain rows at the bottom of the Excel window.
  • Discovering resources for making unwieldly spreadsheets calculate faster.
  • Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.
  • Hiding multiple worksheets within a workbook at once.
  • Navigating purposefully through worksheets by way of clickable hyperlinks.

Learning Objectives

  • To recognize how the INDIRECT worksheet function simplifies creating summary worksheets.
  • To recall how to use the Watch Window feature to monitor and navigate to key worksheet cells.
  • To demonstrate your knowledge of 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

Testimonial

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