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Excel Accountant: Taming Large Spreadsheets

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David Ringstrom

Excel Accountant

Thursday, February 04, 2021 | 10:00 AM EDT

  • CPA Canada
  • CPA
  • Tax Preparer

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

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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 Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Personal Financial Specialist
  • Qualified Associate Financial Planner
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Testimonial

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