Introduction to Spreadsheets: Part 1

Duration 60 Mins
Level Basic
Webinar ID IQW21C0326

  • State which mouse action reveals a hidden menu when you drag one or more columns or rows
  • Recall which keyboard shortcut undoes your last action in Excel
  • Identify the command that enables you to save a document as a PDF file, regardless of your version of Excel.

Overview of the webinar

If you’ve never worked with Excel spreadsheets or you haven’t for several years, this session is just what you need. Excel expert David Ringstrom, CPA, takes you step-by-step through the basics of Excel spreadsheets, enabling you to create functional spreadsheets and manipulate large amounts of data. He explains the different types of files you can create, Excel’s rows and columns grid, keyboard shortcuts to simplify repetitive tasks, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as 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. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 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.

Who should attend?

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

Why should you attend?

  • Eliminating duplicates from a list with just a few mouse clicks
  • Gaining control of long lists of data by filtering instead of sorting
  • Simplifying repetitive tasks by creating your own keyboard shortcuts
  • Copying formulas efficiently down one or more columns at the same time
  • Using a keyboard shortcut so you’ll never have to manually type $ signs in a formula
  • Becoming familiar with Excel’s grid of rows and columns
  • Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts
  • Learning about the different types of files you can create in Excel
  • Managing column widths within your spreadsheets
  • Cutting and pasting data from one part of a worksheet to another
  • Understanding Excel’s Freeze Panes feature
  • Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates
  • Understanding how deleting worksheets affects your ability to undo any previous actions in Excel
  • Bringing Excel’s green error-checking prompts under control by managing the underlying rules
  • Learning the nuances of copying formulas within Excel spreadsheets

Faculty - Mr.David H. Ringstrom, CPA

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.

His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

03-11-2021 -Introduction to Spreadsheets Part 1.pdf
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