Beginner’s Guide to Microsoft Excel: Part 1
October 17th, 2019, 3:00 PM to 4:40 PM, ET

If you’ve never worked with Excel spreadsheets or haven’t for several years, this webinar is for you. Excel expert David Ringstrom, CPA, takes you through the basics of Excel spreadsheets, so you’ll be equipped to create functional spreadsheets and manipulate large lists of data. You’ll learn about the different types of files you can create, Excel’s rows and columns grid, and keyboard shortcuts that will help you simplify repetitive tasks. You’ll also learn how to eliminate duplicates in a list, implement the Quick Analysis feature, manage column widths in spreadsheets, filter long lists of data, and more. Upon completion of this course, you’ll be able to:

  • Identify time-saving mouse tricks and keyboard shortcuts to skip confusing menus
  • Apply the structural basics of Excel worksheets and workbooks
  • List basic data-analysis techniques
  • Control Excel’s green error-checking prompts by managing the underlying rules
  • Eliminate duplicates from a list with just a few mouse clicks
  • Utilize free, prebuilt templates in Excel
  • Identify the different types of files you can create in Excel
  • Explain Excel’s grid of rows and columns
  • Describe how the Quick Analysis feature can Jump-start data visualization
  • Recognize the nuances of copying formulas within Excel spreadsheets
  • Manage column widths within your spreadsheets
  • Master Excel’s order of operations for mathematical formulas
  • Navigate large workbooks with ease by way of a hidden menu as well as keyboard shortcuts
  • Never type $ signs manually in a formula again; use a keyboard shortcut instead
  • Create your own keyboard shortcuts to simplify repetitive tasks
  • Enter dates in an Excel spreadsheet
  • Use a custom number format to hide zero amounts within a specific area of a spreadsheet
  • Wrangle long lists of data by filtering instead of sorting

David typically demonstrates techniques from the version of Excel used by the majority of attendees. This means he uses Excel 2010, 2013, or 2016 to demonstrate techniques, but his detailed handouts identify differences in Excel 2007, 2010, 2013, and 2016 when needed. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants’ questions, so come ready to pick his brain. David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses during the webcast.

If you’ve never worked with Excel spreadsheets or haven’t for several years, Part 1 of this practical webinar is just what you need. Excel expert, David Ringstrom, CPA, takes you through the basics of Excel spreadsheets so you’ll be equipped to create functional spreadsheets and manipulate large lists of data. You will learn about the different types of files you can create, Excel’s rows and columns grid, keyboard shortcuts that will help you simplify repetitive tasks, and more.

You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation, as well as in his detailed handouts. You will also receive an Excel workbook that includes most of the examples used during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

You will learn how to:

  • Use Excel’s Freeze Panes feature.
  • Handle situations where numbers are presented as # signs on-screen and in Print Preview.
  • Use a custom number format to hide zero amounts within a specific area of a spreadsheet.
  • Discern the nuance of entering text into worksheet cells.
  • Utilize the PMT worksheet function to calculate loan payment amounts.
  • Copy formulas efficiently down one or more columns at the same time.
  • Prevent errors from the start by choosing from thousands of free Excel spreadsheet templates.
  • Differentiate between working within a cell versus working on a worksheet.
  • Jump-start spreadsheet projects using free, prebuilt templates in Excel.
  • Get oriented with Excel’s grid of rows and columns.
  • Save time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut.

Upon course completion, you will be able to:

  • Recall how to skip confusing menus by way of time-saving mouse tricks and keyboard shortcuts.
  • Apply the structural basics of Excel worksheets and workbooks.
  • Identify Excel’s order of operations for mathematical formulas.

If you want to register for just this part of the 2-part webinar series, please click here.

Beginner’s Guide to Microsoft Excel: Part 2
October 18th, 2019, 3:00 PM to 4:40 PM, ET

In Part 2 of this practical webinar, Excel expert, David Ringstrom, CPA, will expand on the information he covered in part 1 of this series. You’ll learn even more ways to save time working with Excel features, such as pivot tables, charts, and tables. In addition, David will bring you up to speed on ways to minimize data entry, identify duplicate entries, and much more.

You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation, as well as in his detailed handouts. You will also receive an Excel workbook that includes most of the examples used during the webcast. 

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

You will learn how to:

  • Add fields to a blank pivot table to create instant reports.
  • Swap out data within worksheet cells by way of the Replace feature.
  • Contrast Paste as Values with normal pasting in Excel.
  • Create a pivot table to transform lists of data into on-screen reports.
  • Identify which cells a formula relies on by way of the Trace Precedents feature.
  • Discover multiple ways to paste data in Excel.
  • Locate data anywhere within a spreadsheet by way of the Find feature.
  • Separate first/last names into two columns without using formulas or retyping.
  • Use two different ways to insert or delete rows and columns within a worksheet.
  • Recover unsaved workbooks in Excel 2010 and later.
  • Build a basic chart within an Excel worksheet.
  • Specify information that should print at the top and/or bottom of each page of a printout by managing headers and footers.

Upon course completion, you will be able to:

  • Identify how to use Excel’s Text to Columns feature.
  • Define the ideal data for use with creating pivot table reports.
  • Applying Trace Dependents and Trace Precedents while auditing formulas.

If you want to register for just this part of the 2-part webinar series, please click here.

Level: Basic

Format: Live webcast

Instructional Method: QAS Self-Study

NASBA Field of Study: Computer Software & Applications (2 hours)

Program Prerequisites: None

Advance Preparation: None

Faculty Member
David Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.

Accounting Credits

CreditValueField of StudyFormat
CPE2.0 Computer Software & ApplicationsOn-Demand/Recording

Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. 

CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.

100% of attendees recommend this webinar

5 out of 5 stars
from 5 customer reviews

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5 out of 5

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5 out of 5

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5 out of 5

There were good tips in here on how to do things differently than the “longer” way that some of us old timers have been using.

Comment

5 out of 5

The webinar was very informative. I thought the slides with written information being shown first and then actually going through the processes of the slides in an Excel worksheet worked well and kept me engaged. Looking forward to Part 2 of this webinar. Thank you!

Comment

5 out of 5

Great detail and explanations on basic functions. The speaker was clear and easy to understand.

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