Course Description
This 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.
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 (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:
- Using a keyboard shortcut so you’ll never have to manually type $ signs in a formula again.
- Surfacing hidden Excel commands instantly by way of the Tell Me feature in Excel 2016 and later.
- Learning the nuances of copying formulas within Excel spreadsheets.
- Using keyboard shortcuts to navigate your way through worksheets.
- Discerning the nuance of entering text into worksheet cells.
- Utilizing the PMT worksheet function to calculate loan payment amounts.
- Copying formulas efficiently down one or more columns at the same time.
- Understanding how to enter dates in an Excel spreadsheet.
- Understanding the difference between working within a cell versus working on a worksheet.
- Managing column widths within your spreadsheets.
- Getting oriented with Excel’s grid of rows and columns.
- Mastering Excel’s order of operations for mathematical formulas.
Learning Objectives:
- Identify how to skip confusing menus by way of time-saving mouse tricks and keyboard shortcuts.
- Recall some basic data analysis techniques.
- Describe Excel’s Freeze Panes feature.
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