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Excel 101: Introduction... Banner

Excel 101: Introduction to Spreadsheets

90 Minutes

June 15, 2023

01:00 PM EST

Live Webinar

Overview

This presentation by Excel expert David Ringstrom, CPA, is designed for those who haven’t worked with Excel spreadsheets before or who haven’t used them in several years. He covers spreadsheet basics, different file types you can create, keyboard shortcuts to simplify repetitive tasks, and much more. David builds an amortization table from scratch as a means of demonstrating a wide variety Excel formulas and features.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.

Learning Objectives

• Identify how to skip confusing menus by way of time-saving mouse tricks and keyboard shortcuts.

• Define the structural basics of Excel worksheets and workbooks.

• Apply some basic data-analysis techniques.

Why Should You Attend

Practitioners who need to learn the basics of working with Excel spreadsheets.

Areas Covered

• Copying formulas efficiently down one or more columns at the same time.

• Discerning the nuance of entering text into worksheet cells.

• Getting oriented with Excel’s grid of rows and columns.

• Handling situations where numbers are presented as # signs on-screen and in Print Preview.

• Jump-starting spreadsheet projects using free, prebuilt templates in Excel.

• Learning about the different types of files you can create in Excel.

• Learning the nuances of copying formulas within Excel spreadsheets.

• Managing column widths within your spreadsheets.

• Mastering Excel’s order of operations for mathematical formulas.

• Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates.

• Saving time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut.

• Specifying information that should print at the top and/or bottom of each page of a printout by managing headers and footers.

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All Access Pass Benefits

$999 per year

  • Access to 12 Live Webinars per year
  • Access to 12 On-Demand Webinars per year
  • All Live and On-Demand webinars include certificates, printable presentation material and handouts
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Speaker

David H. Ringstrom's Avatar

David H. Ringstrom

Microsoft Excel Expert

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs. David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel. His comprehensive yet easy to understand presentations cover Excel 2016, 2013, 2010, and 2007. David’s webcasts are fast paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.