Instructor for this course

You’ll gain even more knowledge of Excel spreadsheets in this presentation by David Ringstrom, CPA. He’ll show you more ways to save time working in Excel, such as with pivot tables, charts, and additional features Excel offers. David also will share a variety of techniques, including how to minimize data entry, identify duplicate entries, 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. In addition, David provides an Excel workbook that includes most of the examples he uses during the webcast.

Topics Covered:

  • Adding fields to a blank pivot table to create instant reports.
  • Swapping out data within worksheet cells by way of the Replace feature.
  • Contrasting Paste as Values with normal pasting in Excel.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Identifying other cells a formula relies on by way of the Trace Precedents feature.
  • Discovering multiple ways to paste data in Excel.
  • Locating data anywhere within a spreadsheet by way of the Find feature.
  • Separating first/last names into two columns without using formulas or retyping.
  • Learning two different ways to insert or delete rows and columns within a worksheet.
  • Learning how to recover unsaved workbooks in Excel 2010 and later.
  • Building a basic chart within an Excel worksheet.
  • Specifying information that should print at the top and/or bottom of each page of a printout by managing headers and footers.

Learning Objectives

  • Identify how to use Excel’s Text to Columns feature.
  • Discover the ideal data to use when creating pivot table reports.
  • Recognize how to use Trace Dependents and Trace Precedents while auditing formulas.
Last updated/reviewed: May 4, 2022

10 Reviews (36 ratings)Reviews

Member's Profile
For a Basics class, this class was harder than I expected. Or maybe I just took my time and spent more time than I needed to spend. I am one of the 80% who had not used Pivot Tables, so I spent some time getting my head around that concept. But I did well on my exam!
Anonymous Author
Well presented, but presenter was a little more hesitant than in the Spreadsheet Basics Part 1 course. That is, a few more self-corrections and bouncing around. Good selection of material to be covered.
Member's Profile
Great continuation to Excel Efficiency Part 1 and a solid reminder of basic data management in Excel.
Member's Profile
Valuable source for review and good to keep slides as references. Will recommend to others.
Anonymous Author
I learned quite a bit from this course, things I thought I knew and more short cuts.
Anonymous Author
I liked how quickly I understood the concept the excel spreadsheet basics.
Anonymous Author
There are no Closed captions for the hearing impaired/deaf on the videos.
Anonymous Author
Being one that used excel enough to get by, this course has been great.
Member's Profile
Great course. It went over things that I need to work with on my job.
Anonymous Author
Very interesting and helpful - class was very helpful.


Course Complexity: Foundational

Program Prerequisites: It is recommended to take the first course in this series prior to completing this one.

Advance Preparation: None


Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
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
  8:01Introduction to Excel Efficiency: Spreadsheet Basics Part 2
  8:58Introduction to Pasting
  10:31Inserting/Deleting Rows/Columns
  10:55Print Headers/Footers
  10:24Introduction to Replace
  10:14Trace Precedents
  10:39Text to Columns Feature - Addresses
  10:47Recommended Charts (Excel 2013/Later)
  7:26Introduction to Sorting Lists
  7:29Remove Table Feature from Worksheet
  8:56Adding Columns to Pivot Tables
  1:44:23Introduction to Excel Efficiency: Spreadsheet Basics Part 2
  PDFSlides: Excel Efficiency: Spreadsheet Basics – Part 2
  PDFExcel Efficiency: Spreadsheet Basics – Part 2 Glossary/Index
  XLSXWorkbook: Excel Efficiency: Spreadsheet Basics – Part 2