In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various techniques to enhance their efficiency and productivity in Excel. Topics covered include viewing a workbook on two monitors for improved multitasking, viewing two worksheets on one monitor for easy comparison and utilizing Zoom to Selection for focused analysis. You'll also learn how to maximize screen real estate with the buried Full Screen mode, utilizing the Split feature for simultaneous viewing and editing two or more areas of a worksheet. Other techniques include efficiently grouping and ungrouping rows and columns, leveraging the Watch Window for monitoring key data, using hyperlinks as a navigation aid for quick access to relevant information, and utilizing the Navigation task pane in Excel for Microsoft 365 for streamlined navigation and organization.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Who should attend: Professionals seeking to use Microsoft Excel more effectively.

Topics typically covered:

• Creating an in-cell list by way of Excel’s Data Validation feature.

• Restricting users to enter dates within a given range or before/after a given date.

• Using the Selection Pane feature to hide or display objects on a slide.

• Using the FIND function with Data Validation to ensure that one or more characters have been entered into a given cell.

• Segregating related option buttons with the Group Box form control.

• Creating an in-cell list by way of Excel’s Data Validation feature.

• Specifying a range of whole numbers a user can enter in a worksheet cell.

• Making it harder for a user to circumvent data validation and easy for you to identify when someone has attempted to do so.

• Unlocking all data validation cells at once within a worksheet as opposed to tracking cells individually.

• Removing data validation from a worksheet when needed.

• Viewing properties that can be set for specific form controls; for example, whether the object should be printed or not.

• Identifying data validation overrides by way of the Circle Invalid Data command.

Learning objectives:

• Identify a valid input for a cell that has a Data Validation rule permitting decimals between 0 and 18%.

• Recall the arguments for Excel's INDEX function.

• Recognize how to use the Format Cells dialog to unlock specific cells before applying worksheet protection, ensuring users can edit only designated areas.

Level: Basic

Instructional Method: Group Internet Based

NASBA Field of Study: Specialized Knowledge (2 hours)

Program Prerequisites: None

Advance Preparation: None