Maximize Excel: Tips and Tricks II
Presented by David H. Ringstrom, CPA
 
Event Date/Time: 01/15/26 12:00 PM Eastern
Duration: 100 minutes
 
In Maximize Excel: Tips and Tricks II, Excel expert David Ringstrom, CPA, presents even more ways you can save time and effort when working in Excel. David shares the benefits associated with Excel’s Text Box feature, the Personal Macro Workbook, the Quick Analysis feature, 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 wish to learn a variety of techniques and shortcuts to speed up their work in Excel.
 
 
Topics covered:
 
• Appending data from two or more worksheets into a self-updating consolidated list with Power Query.
 
• Applying formatting to multiple locations within a worksheet by way of the Format Painter feature.
 
• Avoiding frustration by understanding the nuances between Enter and Edit modes.
 
• Creating a shortcut to allow you to clear the decks in Excel by closing all open documents at once.
 
• Double-checking manual inputs easily by having Excel read numbers aloud to you.
 
• Editing .PDF documents in Word 2013 and later—useful for unlocking data you wish to edit in Excel.
 
• Eliminating duplicates from a list with just a few mouse clicks.
 
• Exploring the Queries & Connections task pane that shows data connections used within a given workbook.
 
• Extracting data from PDF files with Power Query in Microsoft 365.
 
• Introducing the Power Query feature in Excel.
 
• Navigate Excel menus entirely by keyboard shortcuts.
 
• Removing duplicates from a list with the new UNIQUE function.
 
Learning objectives:
• Recall the time-saving capabilities of Excel’s Flash Fill feature.
• Define the keyboard shortcut for pasting data and column widths simultaneously.
• Apply the Quick Analysis feature.
 
 
Level:
Intermediate
 
Instructional Method:
Group: Internet Based
 
NASBA Field of Study:
Computer Software & Applications (2 hours)
 
Program Prerequisites:
None
 
Advance Preparation:
None