Excel Accountant: Speed Tips in Depth

Recorded Webinar | David H. Ringstrom | From: Jan 15, 2025 - To: Dec 31, 2025

Training Options & Pricing

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Recording     $229
DVD     $249
Recording + DVD     $399
Transcript (Pdf)     $229
Recording & Transcript (Pdf)     $389
DVD & Transcript (Pdf)     $399


Description

If you’d like to discover features and techniques you can use to speed up your work in Excel, this is the perfect course for you! In his jam-packed session, Excel expert David Ringstrom, CPA, explains a variety of time-saving features and shares helpful tips, such as how to filter data faster, streamline repetitive tasks, create keyboard shortcuts, access folders, and workbooks easily, and more. You’ll discover even more ways to save time and effort in Excel when you take this course. In this course, Excel expert David Ringstrom, CPA, demonstrates shortcuts that allow you to streamline repetitive tasks and redundant data entry, embed lists you use frequently, transform filtering tasks, and more. In addition, David explains the benefits associated with Excel’s Text Box feature, the Personal Macro Workbook, and the Quick Analysis feature. 

David demonstrates every technique at least twice in this Excel course: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based 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 webinar.

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.

This Online Excel webinar covers the following Key Topics:-

  • Overcome user interface annoyances and streamline tasks by customizing Excel’s options, Quick Access Toolbar, and creating keyboard shortcuts.
  • Enhance spreadsheet integrity and automate formula management using Excel's Table feature and SUBTOTAL function for quick totals.
  • Gain control of data with filtering, Slicer feature, and Quick Access Toolbar shortcuts for efficient list management.
  • Customize the default workbook template and restore classic Print Preview functionality for a more familiar Excel experience.
  • Simplify data manipulation with the Text to Columns command, the Transpose feature, and separating names into columns without retyping.
  • Surface hidden commands with the Tell Me feature, and streamline printing and editing processes for PDFs and spreadsheets.

Learning Objectives:-

  • To recall how to create your own custom keyboard shortcuts.
  • To identify how to unlock hidden functionality by double-clicking on certain aspects in Excel.
  • To describe how to easily compile large lists of data by filtering vs. sorting.
  • To identify the feature that helps you transform filtering tasks.
  • To recognize how to implement Excel’s Personal Macro Workbook.
  • To recall where the Custom Lists feature appears in the Options dialog box of most versions of Excel.

Who Should Attend?

  • Business Professionals
  • Accountants & Financial Analysts
  • Data Analysts & Researchers
  • Office Workers
  • Excel Users at All Levels
  • Anyone Interested in Excel Automation.