Introduction to Spreadsheets: Part 2 (Video) (Course Id 2634)

• Who is this course for?
  This course is intended for anyone needing Continuing Professional Education (CPE), including CPAs, accountants, and other financial professionals.

• What is this course about or what problem does this course solve?
  This course teaches intermediate Excel skills such as duplicating worksheets, merging cells, tracing formulas, and recovering unsaved workbooks, expanding on foundational knowledge from Part 1.

• How can the knowledge from this course be used?
  Participants can apply these Excel techniques to streamline spreadsheet workflows, enhance data management, and improve efficiency in financial tasks.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  Mastering spreadsheet tools like Excel is essential for accurate data analysis and reporting, making this course valuable for improving technical proficiency.

• When is this course relevant or timely?
  This course is especially relevant now due to ongoing updates in Microsoft Excel 365 and the need for professionals to stay current with these changes.

• How is a course like this consumed or used?
  The course is delivered as a video self-study with demonstrations, PowerPoint slides, and downloadable Excel files, allowing learners to study at their own pace.

This presentation by author and Excel expert David Ringstrom, CPA, builds on the discussion in part 1 of his two-part series on spreadsheet basics. You'll learn how to duplicate Excel worksheets to save time, as well as create a fallback position. David will explore the nuances of copying and pasting in Excel, which is different than in other programs. You'll also learn techniques such as merging cells, finding data, tracing formulas, sorting lists, and recovering unsaved workbooks.

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 - 2634

Course Learning Objectives

• Define the arguments for the INDEX worksheet function.
• State which section of Excel's File menu enables you to mark a document as trusted.
• Recall the area of Excel's Options dialog box that allows you to enable the Solver feature in Excel.

Chapter 1 - Introduction to Spreadsheets: Part 2

Chapter 1 Review Questions

Key Terms