Taming Large Spreadsheets (Video) (Course Id 2660)

• Who is this course for?
  This course is designed for anyone needing Continuing Professional Education (CPE), particularly CPAs, accountants, or professionals who work extensively with Excel spreadsheets.

• What is this course about or what problem does this course solve?
  The course addresses the challenges of managing and navigating large Excel spreadsheets by teaching productivity-enhancing techniques and features in Excel.

• How can the knowledge from this course be used?
  Participants can apply the techniques learned to improve multitasking, streamline navigation, enhance data analysis, and boost efficiency when working with complex Excel workbooks.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  Mastering large spreadsheets is crucial for professionals who handle extensive data sets, making this course valuable for improving accuracy, productivity, and data management in their work.

• When is this course relevant or timely?
  This course is especially relevant now, as Excel for Microsoft 365 continues to evolve with new features, and professionals must stay current with its latest tools and capabilities.

• How is a course like this consumed or used?
  The course is delivered as a self-study video format through the NASBA QAS program, with demonstrations, PowerPoint slides, and accompanying Excel files to reinforce 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 - 2660

Course Learning Objectives

• State which feature in Excel allows you to combine two or more columns together.
• State which version(s) of Excel offer the ability to extract data from PDF files by way of Power Query.
• State the functionality that the Flash Fill feature offers.

Chapter 1 - Taming Large Spreadsheets

Chapter 1 Review Questions

Key Terms