Course info

In this presentation, author and Excel expert David H. Ringstrom, CPA, will empower you with techniques that make for efficient spreadsheet design and data analysis. Learn how to streamline your Excel worksheets by placing titles in a single row, thereby eliminating clutter and improving readability. Discover the power of referencing source data cells directly and creating settings tables for easy configuration and review. Enhance your calculations by assigning names to key input cells, writing smarter SUM formulas, and utilizing the SUBTOTAL function to build resilience into your calculations. You'll also master conditional formatting for unlocked cells and learn how to remove it when necessary.

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:

• Summing sections quickly with the SUBTOTAL function.
• Using SUMIF to total values based on a single condition.
• Removing Conditional Formatting rules when they are no longer needed.
• Displaying alternate results with XLOOKUP by populating the If_Not_Found argument.
• Toggling cell lock status with a custom shortcut.
• Unlocking data entry cells before protecting worksheets.
• Understanding how the VLOOKUP function allows you to look up data.
• Using Conditional Formatting to identify unlocked cells for data entry.
• Most features and functions work in Excel for Mac as well but expect differences.
• Building resilience into spreadsheets by avoiding daisy-chained formulas.
• Assigning names to cells to streamline formulas and bookmark key inputs within a workbook.
• Enabling worksheet protection to preserve data and formulas within locked cells.