Exploring Excel's Nuances

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Course Description

Subtle nuances users encounter when working in Excel can be frustrating. In this enlightening presentation, Excel expert David Ringstrom, CPA, focuses on the quirks and foibles of Excel that can trip up the unaware user. For example, problems can arise when someone using a newer version of Excel shares a workbook with you (or vice versa). In other cases, features sometimes unceremoniously vanish from Excel, particularly in Office 365, so David explains how you can restore such features. After this course, you’ll be empowered to work more effectively in Excel.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the 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 course.

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.

Topics covered:

  • Tweaking Excel’s AutoRecover settings to raise the odds of recovering your work after an Excel crash
  • Building a series of dates with the Fill Series command
  • Setting the default font for all future new workbooks
  • Utilizing the Split Worksheet feature properly to lock certain rows at the bottom of the Excel window
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
  • Identifying the feature conflict that arises when you utilize tables within Excel workbooks
  • Understanding the nuances of Excel’s Allow Editing Directly in Cells option, such as being able to edit cell comments with a double-click
  • Avoiding frustration by understanding the nuances between Enter and Edit modes
  • Revealing the undocumented DATEDIF function in Excel for determining the number of months or years between two dates
  • Discovering a simple trick that allows you to skip the OK button within Excel’s dialog boxes
  • Learning the risks—and rewards—of double-clicking on the Fill Handle feature in Excel
  • Seeing how to quickly duplicate a group of two or more worksheets
  • Using a two-word macro to fix an annoying problem in Excel where the used range of Excel expands beyond your actual work area.

Learning objectives:

  • Recognize that some features may work in one version of Excel but not another
  • Recall why commonly used Excel features sometimes might be disabled
  • Apply mouse actions and keyboard shortcuts to overcome default features or behaviors in Excel.

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