Do you often run into subtle obstacles when working in Excel? If so, you’ll want to take this helpful course. Excel expert David Ringstrom, CPA, focuses on the quirks and nuances of Excel that can trip up unaware users. Frustrating problems can arise when someone using a newer version of Excel shares a workbook with you (or vice versa), or, in other cases, features can sometimes unceremoniously vanish from Excel. David explains how to overcome such obstacles, thereby empowering you to work more efficiently in Excel.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.  

Topics Covered:

  • Seeing how to quickly duplicate a group of two or more worksheets.
  • Managing cumbersome lists of data using the Table feature.
  • Learning which features, such as Custom Views, you can’t use when one or more tables exist in a workbook.
  • Utilizing the Split Worksheet feature properly to lock certain rows at the bottom of the Excel window.
  • Saving time by seeing how to enter data sideways.
  • Learning how to use the undocumented DATEDIF worksheet function.
  • Using the Fill Series command to create a series of numbers with just a few mouse clicks.
  • Learning how the Table feature allows you to transform filtering tasks.
  • Learning the risks—and rewards—of double-clicking on the Fill Handle feature in Excel.
  • Tweaking Excel’s AutoRecover settings to raise the odds of recovering your work after an Excel crash.
  • Double-clicking tricks for navigating within a large worksheet.
  • Avoiding frustration by understanding the nuances between Enter and Edit modes.


Learning Objectives
  • Recognize that some features may work in one version of Excel but not another.
  • Explore how to apply mouse actions and keyboard shortcuts to overcome default features or behaviors in Excel.
  • Identify which feature can lock certain rows at the bottom of the Excel window.
Last updated/reviewed: August 19, 2023
Course Complexity: Intermediate

Program Prerequisites: None

Advance Preparation: None


Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  Introduction to Excel Efficiency: Overcoming Idiosyncrasies8:43
  AutoRecover Settings6:45
  Entering Data Sideways9:07
  Table Feature9:51
  Table Feature Total Row8:33
  Self-Expanding Charts10:28
  Self-Expanding Sparklines10:50
  Quick Access Toolbar8:12
  9 GetPivotData function10:28
  Duplicating Excel Worksheets11:00
  Resetting the Used Range8:40
  Threaded Comments (Office 365)5:15
  Excel Efficiency: Overcoming Idiosyncrasies1:47:56
  Slides: Excel Efficiency: Overcoming IdiosyncrasiesPDF
  Excel Efficiency: Overcoming Idiosyncrasies Glossary/IndexPDF
  Workbook: Excel Efficiency: Overcoming IdiosyncrasiesXLSX