Instructor for this course
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In this follow up to Excel Efficiency: Tips & Tricks I Excel expert David Ringstrom, CPA shares more of his favorite Excel tricks. This course is designed to help you use Excel more effectively. In this session David teaches primarily from Excel 2010, but covers differences in Excel 2003, 2007, and 2013 where applicable.

Topics Covered:

  • Discover techniques that automatically provide fall-back positions in the event that you need to see an earlier version of your spreadsheet.
  • Discover how to quickly access folders and workbooks, whether on your computer or on a network     
  • Discover how to disable worksheet animation in Excel 2013.
  • Learn the risks--and rewards--of double-clicking on the fill handle in Excel.
  • See steps to take if you can't open a damaged workbook.
  • Embed frequently used lists, such as employees, departments, or key customers into Excel's interface for use with any spreadsheet.

Course Series

This course is included in the following series:

2 CoursesTips and Tricks for Excel Efficiency

  • Excel Efficiency: Tips and Tricks I
  • Excel Efficiency: Tips and Tricks II

Learning Objectives

  • Discover how to overcome annoying user-interface aspects of Excel 2013
  • Utilize Excel's Text Box feature instead of merging cells to store paragraphs of text
  • Tally numbers faster and more efficently with Excel's SUBTOTAL function
Last updated/reviewed: November 20, 2019

88 Reviews (381 ratings)Reviews

5
Anonymous Author
Great tips that I will find useful to make my excel skills more efficient. Can't wait to try some of the tricks in my work day.
4
Anonymous Author
The course is very helpful. David is an effective instructor. There are several tips that I never used before but appears to be helpful and simple. I will definitely apply his tips to my day to day work as I am a heavy user of excel and David provided helpful information that will definitely save me time.
5
Member's Profile
Really liked the course, great work and was glad to have the workbook to follow along. Only thing I wish was the final exam had more practical questions than ones about making backups or repairing damaged files. Other than that, I was really glad to take this course.
3
Anonymous Author
CTRL creates a series and ALT kept the original cells contents. Disagreed with the question and answers given. Also, the always create a backup is not in the general section in the options dialog box. Both questions were inaccurate. Enjoyed the material overall though.
5
Anonymous Author
I've taken several excel courses from David Ringstrom and they are always informative. In this one, I was hoping to be able to use the slides as a reference, but they are just too busy to follow compared with earlier courses. Still good material, though.
4
Member's Profile
It was a good course. I wish it would have gone into more with subtotaling as it relates to pivot tables. Never saw the need for a custom list but it was interesting to learn. My favorite part was learning the Alt = is the shortcut for SUM.
5
Member's Profile
These are some excellent tips and tricks. I will go right away and turn off the annoying "clipboard" that constantly appears in my way. It is an hour well spent because I pick up something helpful in each of Mr. Ringstrom's courses.
5
Anonymous Author
I liked learning about how useful and efficient the subtotal and double-click feature when applying formats. I've been using excel for many years and did not know of these useful features. Great course!
4
Member's Profile
Showed me some new tricks that I can use in my daily role. Some were reminders, but it never hurts to be reminded of the things that you used at one point and have thrown in the back of your mind.
5
Member's Profile
The tips David shared can really help my productivity at work. I do a lot of spreadsheets and anything that can lower the number of key strokes and increase the accuracy is very much appreciated.
4
Anonymous Author
This is the practical Excel tools we would use during our work,which will improve the work efficiency. I will practice a lot to be familiar with the function. Thanks for Mr.David's great work.
4
Anonymous Author
Great course. Even though I use Excel constantly, I found the course worthwhile as I got reminders of things I had forgotten and/or learned some tips to make me more efficient.
Anonymous Author
This course provided some very useful tips. I found the slides were not that easy to follow however I did like the supporting file that allows you to try each of the tricks.
4
Anonymous Author
Helpful tips that I hope I can remember when I need them. Having multiple slides with less information on each one might be better than one slide with so much information.
5
Anonymous Author
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5
Member's Profile
This was a great course that efficiently covered a number of helpful tips. It was easy to follow. I recommend this and any other course by this instructor.
4
Anonymous Author
I use the text box function but learned more about the way to format the data in a text box. Also, the use of the subtotal function will be helpful.
5
Anonymous Author
Very easy to follow along with the presenter. Format Painter lock feature blew my mind! Calling it a super power is funny and appropriate. thanks!
5
Anonymous Author
This was a very effective excel course. David's teaching styles work well with what I need, and he explains things in a way that I can understand.
4
Anonymous Author
Overall, very helpful course in re-learning the tools and tricks to excel. Felt like there could have been more examples but overall good course.
3
Anonymous Author
Lot of good tips I was unaware of. I like how the instructor spoke about the tip, then did a demonstration. It helped me understand it quickly.
4
Member's Profile
The course had helpful hints and explained them well but I wish the course was updated to include later versions of excel currently being used.
5
Anonymous Author
Теперь обязательно буду пользоваться несколькими новыми трюками и советами
5
Member's Profile
Love these excel courses -- very informative!!! Very detailed -- like that it is talked about and then an example is shown afterwards.
4
Anonymous Author
I picked up some helpful new tips with this course such as using the icon to counteract the automatic series creation and custom lists.
5
Member's Profile
Repairing worksheets is good to know, likewise the automatic save .xlk file option. Handy tips on data series and custom series
4
Anonymous Author
The subtotal function was the best followed by fill cell. Good to know these short cuts when working extensively with Excel
5
Anonymous Author
Informative course! Learned great new tricks and excited to put them to use. Take this course if you need a refresher.
4
Member's Profile
Strange how much you think you knew about excel - until you start watching these courses. Good content & tips/ tricks.
5
Anonymous Author
This course had some useful tips that I had not seen before. I thought it was very well organized and easy to follow.
4
Member's Profile
Decent presentation of some simple tricks. Good slides, but maybe not all is applicable to newest version of windows.
5
Anonymous Author
No matter how much you know excel this is an opportunity to learn new useful tricks that will save you so much time
4
Anonymous Author
good job. subtotal function button was new to me since i normally use it in the data tab and did not know about it
3
Anonymous Author
There were a few good tricks I learned from this training. Please take the time and sign up for this course
4
Anonymous Author
very frustrating when dealing with multiple versions of excel, moved to quickly through the explanations
3
Member's Profile
I love the addition of using subtotals to my formulas. It can really help eliminate addition errors.
4
Anonymous Author
This was a helpful class that covered some unique functions in Excel that I did not know existed.
5
Anonymous Author
Excellent course with lots of great tip and tricks that I can see myself using on a regular basis.
4
Anonymous Author
Good course - many helpful tips and tricks. Familiar with some and happy to know about the others.
4
Anonymous Author
Good course. Lecturer clear in presentation and information is relevant to using excel in general.
5
Anonymous Author
Great course!!! The numbered step by step slides followed by showing it Excel was very helpful.
5
Anonymous Author
Nicely created class. Loved the fill series tip of hitting ctrl first to copy same data down.
4
Anonymous Author
Some good tips and tricks. This course is geared towards more beginner or intermediate users.
5
Anonymous Author
Love these tips and tricks - especially the format painter and the custom lists information!
4
Anonymous Author
I founds the course very helpful and will ensure to apply the tricks I learnded, thank you.
Anonymous Author
Pieces were lengthy. Too much wasted time formatted. First one in series was more useful.
5
Anonymous Author
Lots of usable tips - really liked the text box feature section. This will come in handy.
5
Anonymous Author
Helpful quick tricks for when using excel to increase efficiency when using the program.
5
Anonymous Author
Very informative! These are great tricks that I will certainly be using in my work day.
4
Anonymous Author
I learned a few handy new tips and tricks that I definitely use. It was worth the time.
5
Anonymous Author
Great class, love getting tips and tricks. Great teacher look forward to more classes!
5
Anonymous Author
Nice review of quick tips that I did not know even though I know a lot about excel.
5
Member's Profile
Useful tips, but the information on the older versions of Excel seems unnecessary.
5
Anonymous Author
Another great course for someone that is just getting their feet wet within Excel
5
Member's Profile
The subtotal and custom list features will be big time savers and a huge help!
4
Anonymous Author
I thought this course showed many good tricks on how to save time with excel.
4
Anonymous Author
I liked the course. The presenter shares lots of tricks I didn't know about.
4
Member's Profile
pretty awesome tips and tricks. very useful. good presentation and speaker.
4
Member's Profile
There were many tips for older versions of excel, not applicable in my case.
4
Member's Profile
I always learn a few new tricks when watching one of David's presentations.
5
Member's Profile
Excel tips and trick are so useful in every day setting while using excel.
5
Member's Profile
Nice! learned a lot of tricks today. This course is very helpful. Thanks!
4
Member's Profile
There was some good tricks presented in there that I never knew about.
4
Anonymous Author
I always learn a few interesting nuggets in these Excel presentations
4
Member's Profile
Interesting tips but unrelated in application of what they do.
4
Anonymous Author
Solid course - I picked up a few tips and tricks, thanks!
5
Anonymous Author
Subtotal function useful to know. Good content overall.
4
Member's Profile
Some nice tips and tricks. Bounces around many topics
5
Anonymous Author
Lots of things to make people more efficient in Excel.
5
Anonymous Author
There is always some tip that I did not know before.
4
Anonymous Author
This was very informative & learned some new tricks.
5
Member's Profile
More good tips for useful features in Excel
4
Anonymous Author
Difference between subtotal and sum.
4
Anonymous Author
Good course and powerpoint slides
5
Anonymous Author
Lots of good useful Excel tips!
3
Anonymous Author
Some good short-cuts for Excel.
4
Anonymous Author
Great tips that are very useful
5
Member's Profile
This is a great course
5
Anonymous Author
Effective presentation
5
Anonymous Author
Easy to follow along.
5
Anonymous Author
Useful Information.
5
Member's Profile
the shortcuts
4
Member's Profile
Informative.
5
Member's Profile
Great stuff!
4
Member's Profile
Good course!
4
Anonymous Author
great course
5
Anonymous Author
Very Useful
5
Anonymous Author
Good stuff!

Prerequisites

Course Complexity: Intermediate

Prerequisite: Basic proficiency with Excel

 

Advanced 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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
Tips and Tricks
  6:08Tweaking Excel 2013's User Interface
  9:09Double-Click Tricks
  7:19Paste Options; Repair Workbook; Text Box Feature
  12:33Series and Custom Lists
  7:41SUBTOTAL Function
Conclusion
  1:40Book recommendation; Closing Comments
Continuous Play
  52:28Excel Efficiency: Tips and Tricks II
SUPPORTING MATERIALS
  PDFSlides: Excel Efficiency: Tips and Tricks II
  PDFExcel Efficiency: Tips and Tricks II Glossary/Index
  xlsExcel Efficiency Tips and Tricks II-Excel 2003
  xlsxExcel Efficiency Tips and Tricks II-Excel 2007-2013
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM