Taming Large Spreadsheets (Currently Unavailable)

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

Excel expert David Ringstrom, CPA coined the phrase "Either you work Excel, or it works you!" Large spreadsheets often stress users in myriad ways. In this presentation David shows you a number of ways that you can manage large workbooks with aplomb.

David’s materials cover Excel 2016, 2013, 2010, and 2007. When applicable, some slides include alternate instructions for Excel 2003. In this presentation, he demonstrates techniques in Excel 2010, as he finds it’s presently the version most widely utilized by Excel users. David’s detailed handouts serve as reference tools you can fall back on after completing one of his courses. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

Publication Date: February 2015

Designed For
Practitioners seeking to improve the efficiency and integrity of large Excel workbooks

Topics Covered

  • See how to arrange two worksheets from within the same workbook onscreen at the same time.
  • Avoid repetitive work by creating a keyboard shortcut for Excel's Freeze Panes feature.
  • Use the Group and Ungroup feature to expand or collapse
  • Navigate large workbooks with ease by way of a hidden menu, as well as keyboard shortcuts.
  • Use the Watch window to easily monitor the ramifications of even minor changes to your workbooks.
  • Learn the power--and the risks--of grouping worksheets.
  • Use Excel's Custom Views feature to hide and unhide multiple worksheets with ease.
  • Learn tricks to simplify printing information from large workbooks or worksheets.
  • Save time when aggregating data from multiple worksheets with Excel's INDIRECT function.
  • Learn techniques that let you reduce the file size of bloated Excel workbooks.

Learning Objectives

  • Identify how to use the Watch Window feature to monitor and navigate to key worksheet cells.
  • Identify how to use Custom Views to manage hidden/visible status of columns/rows/worksheets, print settings, and more.
  • Apply the INDIRECT worksheet function for simpler summary spreadsheets

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Basic knowledge of Excel

Advance Preparation
None

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