Maximize Excel: Tips and Tricks I
Presented by David H. Ringstrom, CPA
 
Event Date/Time: 01/12/26 12:00 PM Eastern
Duration: 100 minutes
 
Excel users often spend several minutes or hours working on tasks they could complete in a fraction of the time if they learn how to implement the correct features and techniques. This jam-packed session presented by Excel expert David Ringstrom, CPA, is designed to empower you to use Excel more effectively. David demonstrates how to create keyboard shortcuts to avoid repetitive tasks, transform filtering tasks, avoid the need to merge cells, and 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.
 
Who should attend:
Practitioners who may benefit from learning helpful tips and tricks that will enable them to use Excel more effectively.
 
Topics typically covered:
 
• Discovering how to quickly access folders and workbooks, regardless of whether they’re stored on your computer or on a network.
 
• Enabling a workbook-specific setting that will create an automatic back-up of critical workbooks.
 
• Overcoming user interface annoyances by making simple adjustments to Excel’s options.
 
• Navigate Excel menus entirely by keyboard shortcuts.
 
• Enabling a hidden keyboard shortcut for toggling the Freeze Panes feature on or off.
 
• Keeping an eye on how much your text is being reduced as you try to squeeze more on a page.
 
• Creating a keyboard shortcut for simultaneously pasting data and column widths.
 
• Inserting totals into lists with a few mouse clicks by way of Excel’s Subtotal feature.
 
• Unearthing the key step in being able to format subtotaled cells without affecting hidden rows.
 
• Gaining control of long lists of data by filtering instead of sorting.
 
• Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions.
 
• Simplifying filtering tasks by adding a Clear Filter shortcut to the Quick Access Toolbar.
 
Learning objectives:
• Apply your own custom keyboard shortcuts.
• Recognize how to take advantage of hidden menus and features.
• Identify how to unlock hidden functionality by double-clicking on certain aspects in Excel.
 
 
Level:
Basic

 
Instructional Method:
Group: Internet Based
 
NASBA Field of Study:
Computer Software & Applications (2 hours)
 
Program Prerequisites:
None
 
Advance Preparation:
None