Excel Competency: Spreadsheets for Beginners


September 29, 2017


David H. Ringstrom, CPA

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 60 Minutes

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-‪814-892-0304


The Microsoft Excel program is a spreadsheet consisting of individual cells that can be used to build functions, formulas, tables, and graphs that easily organize and analyse large amounts of information and data.

Excel provides a large number of built-in functions that can be used to perform specific calculations or to return information about your spreadsheet data. These functions are grouped into categories (text, logical, math, etc.) to help you to find the function that you need.

Our Excel expert David Ringstrom(CPA), covers spreadsheet basics, the different file types you can create, keyboard shortcuts to simplify repetitive tasks, gaining control over long lists of data, and much more.

Learning Objective:

  • Gain the ability to work confidently with Excel spreadsheets.
  • Identify how to skip confusing menus by way of time-saving mouse tricks and keyboard shortcuts.
  • Understand the structural basics of Excel worksheets and workbooks.
  • Apply some basic data-analysis techniques.

Session Highlight:

  • Streamlining the process of printing spreadsheets to .PDF format.
  • Jump-starting data visualization with the Quick Analysis feature.
  • Getting an overview of the different types of files you can create in Excel.
  • Gaining control of long lists of data by filtering instead of sorting.
  • Getting oriented with Excel’s grid of rows and columns.
  • Eliminating duplicates from a list with just a few mouse clicks.
  • Understanding Excel's Freeze Panes feature.
  • Using a custom number format to hide zero amounts within a specific area of a spreadsheet.
  • Discovering the Recommended Pivot-tables feature.
  • Bringing Excel’s green error-checking prompts under control by managing the underlying rules.
  • Using a keyboard shortcut so you’ll never have to manually type $ signs in a formula again.
  • Exploring the Recommended Charts feature in Excel 2013 and later.

Who will Benefit:
Any Excel user who needs to go beyond the basics of using formulas or simply wants to become more comfortable and productive in using Excel formulas and functions.

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