Excel Speed Tips Part 1 (Video) (Course Id 2956)

• Who is this course for?
  This course is for CPAs, accountants, and other professionals seeking CPE who have prior experience with Microsoft Excel and want practical techniques for working more efficiently in the program.
• What is this course about or what problem does this course solve?
  This course teaches practical Excel speed tips that help users work more efficiently by improving worksheet navigation, formatting, workbook management, data analysis, filtering, and chart creation.
• Where can the knowledge from this course be used?
  The knowledge can be used in Excel for Microsoft 365 for Windows, with differences for Excel 2024, 2021, and 2019 addressed in the presentation and handouts, and many of the techniques can be applied to everyday spreadsheet tasks involving data, formatting, filtering, tables, slicers, and charts.
• Why is this course important to a CPA or Accountant?
  This course is important to a CPA or accountant because it provides techniques for completing common Excel tasks more quickly, including analyzing and filtering data, navigating worksheets, formatting information, and creating charts.
• When is this course relevant or timely?
  This course is relevant when professionals regularly use Excel and want to improve their efficiency with features and shortcuts demonstrated in Microsoft 365 for Windows, with applicable differences for Excel 2024, 2021, and 2019.
• How is a course like this consumed or used?
  This 2.0-CPE-credit QAS Self Study video course is completed by watching demonstrations of the techniques in PowerPoint and live in Excel, using the provided example workbook and detailed handouts as helpful resources, and passing the 10-question final exam with a score of at least 70% within one year of purchase to receive CPE credit.

In this presentation, CPA and author of "Microsoft 365 Excel for Dummies" David Ringstrom shares a wide range of practical speed tips designed to help you work more efficiently in Excel. David demonstrates techniques for navigating worksheets more quickly, preventing accidental file closures, and closing all workbooks at once. You’ll learn how to streamline everyday tasks using the Search feature, customizing the Quick Access Toolbar, freezing panes, and applying rapid formatting shortcuts. David also covers powerful keyboard techniques, the Format Painter double-click trick, and methods for accelerating data analysis with filtering tools, Subtotals, tables, and slicers. The session concludes with ways to generate charts faster, including Recommended Charts and self-expanding charts that update automatically as your data grows.

David H. Ringstrom, CPA, has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”.

In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.

Course Learning Objectives

Upon completion of this course, participants will be able to do the following: