Instructor for this course
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If you’d like to discover features and techniques you can use to speed up your work in Excel, this is the perfect course for you! In his jam-packed session, Excel expert David Ringstrom, CPA, explains a variety of time-saving features and shares helpful tips, such as how to filter data faster, streamline repetitive tasks, create keyboard shortcuts, access folders and workbooks easily, and more.

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.

Who Would Be Interested in This Course:

Practitioners who may benefit from using Excel more effectively and efficiently.

Topics Covered:

  • Overcoming user interface annoyances by making simple adjustments to Excel’s options.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
  • Seeing how to customize the default workbook that all new workbooks will be based on going forward.
  • Streamlining repetitive tasks by way of Excel’s Quick Access Toolbar.
  • Understanding how the Table feature automates formula management within lists.
  • Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions.
  • Restoring “classic” Print Preview functionality in Excel 2010 and later.
  • Gaining control of long lists of data by filtering instead of sorting.
  • Simplifying repetitive tasks by creating your own keyboard shortcuts.
  • Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Surfacing hidden Excel commands instantly by way of the Tell Me feature in Excel 2016.

 

Learning Objectives

  • Discover how to create your own custom keyboard shortcuts.
  • Identify how to unlock hidden functionality by double-clicking on certain aspects in Excel.
  • Explore how to easily compile large lists of data by filtering vs. sorting.
Last updated/reviewed: February 2, 2020

2 Reviews (5 ratings)Reviews

4
Anonymous Author
Really good tips to improve efficiency and cut down on unnecessary clicks to accomplish goals. Screenshots coupled with the workbook make the lesson really easy to follow and understand.
4
Anonymous Author
Information was explained very well. The slides and workbook examples helped a lot. It was a lot of information to absorb at one view. I will go through it again.

Prerequisites

Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  10:13Introduction To Excel Efficiency Speed Tips Part 1
  10:18Maximize Recent Items Menu
  10:23Customizing Excel's Default Workbook
  11:55Finding Worksheet Functions
  7:57Undo/Redo Multiple Steps At Once
  9:33Monitoring Print Scale On Quick Access Toolbar
  7:37Subtotal Feature
  7:05Filtering Data
  9:36Filter-Custom Views
  8:51Slicers with Tables (Excel 2013+)
  7:42Merge Cells
  7:57Shortcuts For Running A Macro
Continuous Play
  1:49:08Excel Efficiency:Tips And Tricks Part 1
Supporting Materials
  PDFSlides: Excel Efficiency: Speed Tips –Part 1
  XLXSWorkbook: Excel Efficiency: Speed Tips – Part 1
  PDFExcel Efficiency: Speed Tips – Part 1 Glossary/index
Review And Test
  quizREVIEW QUESTIONS
 examFINAL EXAM