Interactive Spreadsheets (Video) (Course Id 2631)

• Who is this course for?
  This course is intended for anyone needing Continuing Professional Education (CPE), especially CPAs, accountants, or professionals seeking to enhance their Excel skills for productivity and efficiency.

• What is this course about or what problem does this course solve?
  The course addresses the need for improved efficiency and navigation in Microsoft Excel by teaching techniques such as viewing workbooks on multiple monitors, using Full Screen mode, and leveraging tools like Watch Window and the Navigation task pane.

• How can the knowledge from this course be used?
  Participants can immediately apply these Excel techniques to better manage data, improve multitasking, monitor key information, and streamline worksheet navigation in real-world work environments.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  Mastery of Excel is essential for financial professionals, and this course enhances their ability to analyze data, manage spreadsheets, and increase workflow efficiency using advanced Excel tools.

• When is this course relevant or timely?
  This course is especially relevant now due to the ongoing updates in Excel for Microsoft 365 and the need for professionals to stay current with these features as part of their productivity toolkit.

• How is a course like this consumed or used?
  Delivered as a QAS Self Study video course, it includes demonstrations with PowerPoint slides and Excel walkthroughs, along with downloadable handouts and a final exam, making it suitable for independent, flexible learning.

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various techniques to enhance their efficiency and productivity in Excel. Topics covered include viewing a workbook on two monitors for improved multitasking, viewing two worksheets on one monitor for easy comparison and utilizing Zoom to Selection for focused analysis. You'll also learn how to maximize screen real estate with the buried Full Screen mode, utilizing the Split feature for simultaneous viewing and editing two or more areas of a worksheet. Other techniques include efficiently grouping and ungrouping rows and columns, leveraging the Watch Window for monitoring key data, using hyperlinks as a navigation aid for quick access to relevant information, and utilizing the Navigation task pane in Excel for Microsoft 365 for streamlined navigation and organization.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Video - NASBA QAS - NASBA Registry - 2631

Course Learning Objectives

• State which ribbon tab (menu) contains the Navigation task pane command.
• Demonstrate how to add and arrange fields in a PivotTable using the PivotTable Field List.
• Define the purpose of the INDIRECT function.

Chapter 1 - Interactive Spreadsheets

Chapter 1 Review Questions

Key Terms