course description
in this eye-opening course, excel expert david ringstrom, cpa, shares tips, tricks, and keyboard shortcuts to help you speed up your work in excel. you’ll discover ways to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. david explains a variety of excel’s timesaving features and shows you how to filter data faster, streamline repetitive tasks, create keyboard shortcuts, and access folders and workbooks easily.
david demonstrates every technique at least twice: first, on a powerpoint slide with numbered steps, and second, in the subscription-based microsoft 365 (formerly office 365) version of excel. david draws your attention to any differences in the older versions of excel (2021, 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 course.
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 should attend: those who wish to speed up their work in excel and become more efficient.
level: basic
topics typically covered:
- gaining control of long lists of data by filtering instead of sorting
- discovering how to quickly access folders and workbooks, regardless of whether they’re stored on your computer or on a network
- navigate excel menus entirely by keyboard shortcuts
- enabling a hidden keyboard shortcut for toggling the freeze panes feature on or off
- inserting totals into lists with a few mouse clicks by way of excel’s subtotal function
- unearthing the key step in being able to format subtotaled cells without affecting hidden rows
- leveraging excel’s quick access toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions
- simplifying filtering tasks by adding a clear filter shortcut to the quick access toolbar
- learning how the table feature empowers you to improve the integrity of excel spreadsheets
- streamlining the filtering of lists in excel 2013 and later by using the slicer feature with tables
- using the group command to interactively hide/unhide columns (and/or rows) within excel worksheets
- making the same edits on multiple worksheets at once by grouping worksheets
learning objectives:
- recognize how to avoid retyping text by using excel features and worksheet functions
- apply and create your own keyboard shortcuts to customize excel and enable hidden features
- identify the mouse action that reveals a hidden menu for moving columns/rows
review our course policies and procedures page for further information