Excel Speed Tips Part 2 (Video) (Course Id 2787)

• Who is this course for?
  This course is designed for anyone needing Continuing Professional Education (CPE), particularly CPAs and accountants who want to improve their efficiency when working in Microsoft Excel.

• What is this course about or what problem does this course solve?
  This course presents a collection of practical Excel speed tips demonstrated by David Ringstrom, focusing on techniques such as navigating files, customizing the Quick Access Toolbar, cleaning text with Flash Fill and Text to Columns, removing duplicates, using custom lists, applying keyboard shortcuts, and consolidating worksheets with Power Query.

• How can the knowledge from this course be used?
  The knowledge from this course can be used to perform common Excel tasks more quickly and accurately by applying built-in features, shortcuts, and automation tools to streamline data cleanup, formatting, sorting, and worksheet consolidation.

• Why is this course important to a CPA or Accountant?
  This course is important because it helps CPAs and accountants increase productivity and efficiency when handling spreadsheet-based tasks that are commonly used in accounting, reporting, and data analysis.

• When is this course relevant or timely?
  This course is relevant whenever professionals work with Excel for organizing, analyzing, or preparing data and want to improve their workflow using modern features available in Microsoft 365 and earlier Excel versions.

• How is a course like this consumed or used?
  This video-based QAS self-study course is completed by watching the instructional session, reviewing the provided materials and examples, and passing the final exam with a score of at least 70% within one year of purchase to earn CPE credit.

In this session, CPA and author of "Microsoft 365 Excel for Dummies" David Ringstrom delivers another collection of powerful speed-enhancing techniques to help you work more efficiently in Excel. David begins by demonstrating shortcuts for navigating files and personalizing the Quick Access Toolbar. He then shifts into rapid text cleanup techniques that use Flash Fill and Text to Columns, followed by fast methods for identifying and removing duplicates with conditional formatting and the UNIQUE function. You’ll also learn how to sort data consistently using custom lists, apply lesser-known keyboard and menu shortcuts, and accelerate formatting tasks using smart paste options. The session concludes with a practical walkthrough of combining worksheets with Power Query to streamline data consolidation.

David demonstrates every technique at least twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Windows using the subscription-based Microsoft 365 version. Differences between Microsoft 365 and earlier perpetual versions of Excel (2021, 2019, and earlier) are clearly identified during the session and reinforced in the accompanying handouts. Participants also receive an Excel workbook containing many of the examples used in the presentation.

Video - NASBA QAS - NASBA Registry - 2787

Course Learning Objectives

• State the functionality that the Flash Fill feature offers.
• Identify the submenu in Conditional Formatting where the Duplicate Values option can be found.
• Recall where the Custom Lists feature resides within the Options dialog box.

Chapter 1 - Excel Speed Tips Part 2

Chapter 1 Review Questions

Key Terms