Microsoft Excel Spreadsheet Basics - Part 2

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Course Description

In this eye-opening presentation, Excel expert David Ringstrom, CPA, shares tips, tricks, and keyboard shortcuts to help Excel with spreadsheet basics. You’ll discover ways to accomplish tasks that might currently be taking you several minutes or even hours to complete. David explains a variety of Excel’s 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. He 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 session.
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.

Topics covered:

  • Separating first/last names into two columns without using formulas or retyping
  • Understanding the nuances of sorting lists of data in Excel
  • Contrasting Paste as Values with normal pasting in Excel
  • Specifying information that should print at the top and/or bottom of each page of a printout by managing headers and footers
  • Determining whether it’s safe to edit or delete a cell by way of the Trace Dependents feature
  • Exploring the pros and cons of merging cells in spreadsheets
  • Building a basic chart within an Excel worksheet
  • Duplicating Excel worksheets in two different ways
  • 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
  • Locating data anywhere within a spreadsheet by way of the Find feature
  • Discovering multiple ways to paste data in Excel

Learning Objectives:

  • Identify how to use Excel’s Text to Columns feature
  • Define the ideal data to use when creating pivot table reports
  • Recall how to use Trace Dependents and Trace Precedents while auditing formulas

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