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: August 13, 2023
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19 Reviews (90 ratings)

Reviews

5
Anonymous Author
Great course! I use Excel often and I learned how to use several shortcuts to speed up commands. I've taken several courses with David and I like that he explains the steps then shows the steps in action. Looking forward to future courses.

3
Anonymous Author
This is a good course for broadening your perspective on Excel. It's easy to get in a rut using just the functions you know you need everyday. "Customizing Excel's Default Workbook," for example, was eye-opening for me.

4
Anonymous Author
I like this course as well as the rest of the courses offered by David. His presentation is always very organized and well summarized. I am a heavy user of excels and I still learned new things from this course.

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.

5
Anonymous Author
I really enjoyed this course. I didn't know about slicers and by changing some of my data to tables, i don't have to keep updating my charts (as I sometimes forget!) Excellent course.

5
Anonymous Author
The course was helpful in providing tips for common, everyday use of Excel in accounting work. It will be helpful to go back and continue to review the different features discussed.

4
Anonymous Author
There were many good tips for users in excel to increase your efficiency. This is a good course for individuals who use excel but are just learning about all its features.

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.

5
Member's Profile
David demonstrated some really cool shortcut tips & how to create shortcuts on through quick access toolbars

5
Anonymous Author
This is a great course! Great tips & explanations on how to use Excel more efficiently.

4
Member's Profile
The instructor gave good examples and explains very well useful excel features.

5
Member's Profile
Very informative. Showed me a lot of tips and shortcuts I was never aware of.

4
Anonymous Author
Great course of Excel efficiency : speed tips - Part 1 which added value

4
Member's Profile
A good collection of tips and tricks to streamline common Excel tasks

4
Member's Profile
best introduction to macros, finally made me want to use them....

5
Member's Profile
I found this course very helpful and got some great shortcuts.

5
Member's Profile
Great course, great materials, great presentation. Thank you!

5
Anonymous Author
Great tips to make it faster and more efficient within Excel.

4
Anonymous Author
this course was great with tips. now to put them to use

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 .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction To Excel Efficiency Speed Tips Part 110:13
  Maximize Recent Items Menu10:18
  Customizing Excel's Default Workbook10:23
  Finding Worksheet Functions11:55
  Undo/Redo Multiple Steps At Once7:57
  Monitoring Print Scale On Quick Access Toolbar9:33
  Subtotal Feature7:37
  Filtering Data7:05
  Filter-Custom Views9:36
  Slicers with Tables (Excel 2013+)8:51
  Merge Cells7:42
  Shortcuts For Running A Macro7:57
Continuous Play
  Excel Efficiency:Tips And Tricks Part 11:49:08
Supporting Materials
  Slides: Excel Efficiency: Speed Tips –Part 1PDF
  Workbook: Excel Efficiency: Speed Tips – Part 1XLXS
  Excel Efficiency: Speed Tips – Part 1 Glossary/indexPDF
Review And Test
  REVIEW QUESTIONSquiz
 FINAL EXAMexam