Excel Essentials: Spreadsheet Basics


Overview
Regardless of your experience level, there are likely gaps in your Excel knowledge. Self-taught users reach a comfort level with spreadsheets, but that can mean basic tasks entail extra steps. In this session Excel expert David H. Ringstrom, CPA starts from the beginning with Excel, but then quickly moves through an overview of many of Excel's most useful features.
 
David will teach from Excel 2010 while noting significant differences in Excel 2007 and 2013 where applicable. Coverage of Excel 2003 will be limited to alternate instructions listed within in the handout.

Objectives

  • Work faster by using time-saving mouse tricks and keyboard shortcuts.
  • Learn the basics about the structure of Excel worksheets and types of workbooks
  • Be able to carry out simple data analysis techniques
Emphasis
  • Get an overview of the different types of files you can create in Excel.
  • Simplify repetitive tasks by creating your own keyboard shortcuts
  • Never type $ signs manually in a formula again, use a keyboard shortcut instead!
  • Create your own shortcuts via Excel's Quick Access toolbar.
  • Navigate large workbooks with ease by way of a hidden menu, as well as keyboard shortcuts.
  • Discover how to quickly access folders and workbooks, no matter either on your computer or a network
  • Wrangle long lists of data by filtering instead of sorting.
  • Capitalize on new features in Excel 2013 that empower anyone to quickly analyze data.
Who Should Attend:
Practitioners new to Excel, or experienced users seeking to fill gaps in their knowledge

Prerequisite
None

Preparation
No advance preparation required
 
Level of Knowledge
Basic
 
CPE Credit
2 Hours
 
Delivery Method  
Group Internet Based
 
NASBA Field of Study
Specialized Knowledge and Applications

Author
David H. Ringstrom