Maximize Excel: Spreadsheet Basics Part 2
Presented by David H. Ringstrom, CPA
 
Event Date: 12/1/26 

Time: 12:00 - 2:00 PM Eastern

 
In this comprehensive presentation, Excel expert David Ringstrom, CPA, expands on the information he covered in part 1 of Spreadsheet Basics. You’ll gain exposure to ways you can same time working in Excel, such as with pivot tables, charts, and the Table feature. David also shares a variety of techniques, including how to minimize data entry, identify duplicate entries, and much more.
 
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 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 2021, Excel 2019, and so on.
 
 
Topics typically covered:
 
• Adding rows to a blank pivot table to create instant reports.
 
• Building a basic chart within an Excel worksheet.
 
• Contrasting Paste as Values with normal pasting in Excel.
 
• Creating a pivot table to transform lists of data into on-screen reports.
 
• Determining whether it’s safe to edit or delete a cell by way of the Trace Dependents feature.
 
• Discovering multiple ways to paste data in Excel.
 
• Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
 
• Duplicating Excel worksheets in two different ways.
 
• Exploring the pros and cons of merging cells in spreadsheets.
 
• Identifying duplicates in a list using Conditional Formatting.
 
• Identifying other cells a formula relies on by way of the Trace Precedents feature.
 
• Jump-starting pivot tables by way of the Recommended PivotTables feature in Excel 2013 and later.
 
Learning objectives:
• 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.