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Excel Nuances

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

In this enlightening presentation, Excel expert David Ringstrom, CPA, focuses on the quirks and nuances of Excel that can trip up unaware users. Frustrating problems can arise when someone using a newer version of Excel shares a workbook with you (or vice versa), or, in other cases, features can sometimes unceremoniously vanish from Excel. David explains how to overcome such obstacles, thereby empowering you to work more efficiently in Excel.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. He draws your attention to any differences in Excel 2016, 2013, or 2010 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 on-demand course.

Publication Date: December 2018

Designed For
Practitioners seeking to work more effectively in Excel and avoid what can be frustrating nuances.

Topics Covered

  • Seeing how to quickly duplicate a group of two or more worksheets.
  • Managing cumbersome lists of data using the Table feature.
  • Learning which features, such as Custom Views, you can't use when one or more tables exist in a workbook.
  • Utilizing the Split Worksheet feature properly to lock certain rows at the bottom of the Excel window.
  • Saving time by seeing how to enter data sideways.
  • Learning how to use the undocumented DATEDIF worksheet function.
  • Using the Fill Series command to create a series of numbers with just a few mouse clicks.
  • Learning how the Table feature allows you to transform filtering tasks.
  • Learning the risksâ€"and rewardsâ€"of double-clicking on the Fill Handle feature in Excel.
  • Tweaking Excel's AutoRecover settings to raise the odds of recovering your work after an Excel crash.
  • Double-clicking tricks for navigating within a large worksheet.
  • Avoiding frustration by understanding the nuances between Enter and Edit modes.

Learning Objectives

  • Define how to lock certain rows at the bottom of the Excel window.
  • Recall why commonly used Excel features sometimes might be disabled.
  • Apply mouse actions and keyboard shortcuts to overcome default features or behaviors in Excel.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
None

Advance Preparation
None

Registration Options
Quantity
Fees
Regular Fee $55.00

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