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: August 28, 2023
14 Reviews (50 ratings)


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.

Anonymous Author
The instructor did a great job with this course and I found it to be very informative. Will take additional course with this instructor since he did a good job. I've learned a lot.

Member's Profile
This is a great review course for the excel skills and knowledge I use everyday at work. It is satisfactory to learn that I know all the answers to the review and test questions.

Anonymous Author
Great overview and refresher on many excel techniques. Well presented with examples and demonstration of the techniques. Highly recommend this course.

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.

Member's Profile
excellent courese been using excel for years but love the extra tips to reduce time

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
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: Spreadsheet Basics Part 28:01
  Introduction to Pasting8:58
  Inserting/Deleting Rows/Columns10:31
  Print Headers/Footers10:55
  Introduction to Replace10:24
  Trace Precedents10:14
  Text to Columns Feature - Addresses10:39
  Recommended Charts (Excel 2013/Later)10:47
  Introduction to Sorting Lists7:26
  Remove Table Feature from Worksheet7:29
  Adding Columns to Pivot Tables8:56
  Introduction to Excel Efficiency: Spreadsheet Basics Part 21:44:23
  Slides: Excel Efficiency: Spreadsheet Basics – Part 2PDF
  Excel Efficiency: Spreadsheet Basics – Part 2 Glossary/IndexPDF
  Workbook: Excel Efficiency: Spreadsheet Basics – Part 2 XLSX