Course info

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:

• Grouping related rows and columns to allow quick collapse, expansion, and simplified worksheet views. 
• Navigating through workbooks and identifying non-blank worksheet cells with the Navigation task pane in Microsoft 365. 
• Creating a PivotTable by adding fields to Rows and Values for a quick total. 
• Most features and functions work in Excel for Mac as well but expect differences. 
• Navigating purposefully through worksheets by way of clickable hyperlinks. 
• Protecting validated cells by unlocking inputs and enabling worksheet protection for other cells. 
• Filtering tables quickly using the Slicer feature. 
• Adding totals and filters that automatically adjust based on which rows are visible. 
• Creating named tables that match dropdown choices to enable dependent list validation. 
• Creating validation rules without input or error messages, leaving users unclear on accepted values. 
• Collapsing or expanding PivotTable fields to view different levels of summary or detail. 
• Creating a combo box with Form Controls to lock user choices to a defined list of values.