Excel Accountant: Intro to Spreadsheets In-Depth

Learning Objectives

• To identify how to skip confusing menus by way of time-saving mouse tricks and keyboard shortcuts. 
• To recall some basic data analysis techniques. 
• To describe Excel’s Freeze Panes feature. 
• To identify how to use Excel’s Text to Columns feature. 
• To define the ideal data to use when creating pivot table reports. 
• To recall how to use Trace Dependents and Trace Precedents while auditing formulas.

Course Description

This CPE course by Excel expert David Ringstrom, CPA, is designed for those who haven’t worked with Excel spreadsheets before or who haven’t used them in several years. David explains spreadsheet basics, different file types you can create, keyboard shortcuts to simplify repetitive tasks, Excel’s rows and columns grid, and much more. He’ll show you more ways to save time working in Excel, such as with pivot tables, charts, and additional features Excel offers. David also will share a variety of techniques, including how to minimize data entry, identify duplicate entries, and more.

David demonstrates every technique at least twice in this Excel CPE course: 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 CPE webinar.

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.

This Online Excel CPE webinar will cover the following Key Topics:

• Using a custom number format to hide zero amounts within a specific area of a spreadsheet.
• Getting familiar with Excel’s grid of rows and columns.
• Prevent errors from the start by choosing from thousands of free Excel spreadsheet templates.
• Learning the nuances of copying formulas within Excel spreadsheets.
• Saving paper and eliminating frustration by monitoring the Print Scale setting.
• Handling situations where numbers are presented as # signs on-screen and in Print Preview.
• Discerning the nuance of entering text into worksheet cells.
• Surfacing hidden Excel commands instantly by way of the Tell Me to feature in Excel 2016.
• Copying formulas efficiently down one or more columns at the same time.
• Understanding Excel’s Freeze Panes feature.
• Adding fields to a blank pivot table to create instant reports.
• Swapping out data within worksheet cells by way of the Replace feature.
• Contrasting Paste as Values with normal pasting in Excel.
• Creating a pivot table to transform lists of data into on-screen reports.
• Identifying other cells a formula relies on by way of the Trace Precedents feature.
• Discovering multiple ways to paste data in Excel.
• Locating data anywhere within a spreadsheet by way of the Find feature.
• Separating first/last names into two columns without using formulas or retyping.
• Learning two different ways to insert or delete rows and columns within a worksheet.
• Learning how to recover unsaved workbooks in Excel 2010 and later.
• Building a basic chart within an Excel worksheet.
• Specifying information that should be printed at the top and/or bottom of each page of a printout by managing headers and footers.

Overview

• Getting Oriented in Excel

  4 mins
• Formatting Worksheet Cells

  33 mins
• Use F4 to Toggle Absolute References

  58 mins
• Managing Worksheets in excel

  78 mins
• Manage Error Checking Prompts

  93 mins
• Introduction to Replace

  141 mins
• Text Columns Feature Address

  162 mins
• Adding Columns to Pivot Tables

  199 mins