Excel Agility: Spreadsheet Basics Part 2

On Demand Webinar

Webinar Details $219

  • Rated:
  • Webinar Length: 100 Minutes
  • Guest Speaker:   David Ringstrom
  • Topic:   Business Administration, Business Skills, Finance, Taxation and Accounting, Software
  • Credit:   ATAAA 1.5, ATATX 1.5, ATAOP 1.5, CPE 2.0
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Part 2 of Introduction to Spreadsheets will expand your knowledge of Excel spreadsheets. Expert David Ringstrom, CPA, teaches you more ways to save time working in Excel, such as with pivot tables, charts, and additional features Excel offers. David also shares a variety of techniques, including how to minimize data entry, identify duplicate entries, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. In addition, David provides an Excel workbook that includes most of the examples he uses during the webcast.

Who Would Be Interested in This Course:

Practitioners who wish to expand their knowledge of working with Excel spreadsheets.

Topics Covered:

  • Adding fields to a blank pivot table to create instant reports.
  • Swapping out data within worksheet cells by way of the Replace feature.
  • Contrasting Paste as Values with normal pasting in Excel.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Identifying other cells a formula relies on by way of the Trace Precedents feature.
  • Discovering multiple ways to paste data in Excel.
  • Locating data anywhere within a spreadsheet by way of the Find feature.
  • Separating first/last names into two columns without using formulas or retyping.
  • Learning two different ways to insert or delete rows and columns within a worksheet.
  • Learning how to recover unsaved workbooks in Excel 2010 and later.
  • Building a basic chart within an Excel worksheet.
  • Specifying information that should print at the top and/or bottom of each page of a printout by managing headers and footers.

Learning Objectives:

  • Identify how to skip confusing menus by way of time-saving mouse tricks and keyboard shortcuts.
  • List basic data-analysis techniques.
  • Describe how to build a basic chart within an Excel worksheet.




On-Demand Webcast

Instructional Method:


NASBA Field of Study:

Computer Software & Applications (2 hours)

Program Prerequisites:


Advance Preparation:


  1. Introduction

  2. Excel Versions 00:00:34

  3. Duplicating Excel Worksheets 00:01:41

  4. Introduction to Pasting 00:08:01

  5. Other Pasting Options 00:14:14

  6. Inserting/Deleting Rows/Columns 00:16:59

  7. Merge Cells 00:20:43

  8. Print Headers/Footers 00:27:30

  9. Introduction to Find 00:31:26

  10. Introduction to Replace 00:38:25

  11. Trace Dependants 00:45:09

  12. Trace Precedents 00:48:50

  13. Spell Checking Spreadsheets 00:51:45

  14. Text to Columns Feature - Addresses 00:54:35

  15. Text to Columns Feature - Addresses (cont.) 00:59:05

  16. Introduction to Flash Fill (Excel 2013+) 01:01:50

  17. Introduction to Charts 01:06:28

  18. Recommended Charts 01:09:43

  19. Conditional Formatting - Duplicates 01:13:24

  20. Remove Conditional Formatting 01:17:26

  21. Introduction to Sorting Lists 01:20:30

  22. Table Feature 01:22:47

  23. Table Feature Total Row 01:25:35

  24. Remove Table Feature from Worksheets 01:27:57

  25. Initiating a Pivot Table 01:29:35

  26. Pivot Table Interfaces 01:30:57

  27. Adding Fields to a Pivot Table 01:33:02

  28. Adding Another Row Field 01:34:35

  29. Adding Columns to Pivot Tables 01:35:26

  30. Recommended Pivot Tables (Excel 2013+) 01:37:13

  31. PasswordProtect the Workbook 01:40:00

  32. Recovering Unsaved Workbooks 01:41:32

  33. Presentation closing 01:43:52

  • Conditional Formatting 01:13:24
  • Copy Command 00:10:02
  • Flash Fill 01:02:03
  • Format Command 00:02:49
  • Freeze Panes 00:26:32
  • Insert 00:17:04
  • Merge Cell 00:20:50
  • Move or Copy Command 00:02:54
  • Paste Command 00:10:40
  • Pivot Table 01:29:43
  • Plot Area 01:07:46
  • Print Preview 00:29:07
  • Recommended Charts Feature 01:07:12, 01:10:03
  • Recommended Pivot Tables 01:37:19
  • Sort Function 01:21:06
  • Table Feature 01:22:47
  • Text to Columns Wizard 00:56:07
  • Total Row 01:25:41
  • Trace Dependants 00:46:36
  • Trace Precedents 00:49:00
  • Worksheets 00:01:47

Conditional Formatting: A feature on Excel's Home menu that allows you to dynamically apply formatting such as colors, bolding, icons, data bars, and so on based on criteria that you specify for a given set of worksheet cells.

Copy Command: If you want to copy the contents of the selected cell, press Ctrl + C. The dotted border around the cell is so-called marching ants. If you see marching ants around a cell, it means that the content has been copied or cut. if you rather use the mouse to copy, to copy the contents of the selected cells to another location, select these cells, hold down the Ctrl key, then move your cursor over their border, so that the cursor will change to an arrow with a plus sign next to it.

Flash Fill: Flash Fill automatically fills your data when it senses a pattern. For example, you can use Flash Fill to separate first and last names from a single column, or combine first and last names from two different columns. Note: Flash Fill is only available in Excel 2013 and later.

Format Command: When we format cells in Excel, we change the appearance of a number without changing the number itself.

Freeze Panes: This command on the View tab of Excel’s ribbon interface, or the Window menu in Excel 2003 and earlier, allows you to ensure that one or more rows and/or columns always remain on-screen as you scroll down through a worksheet.

Insert: When you click the Insert Function button, Excel displays the Insert Function dialog box. You can then use its options to find and select the function that you want to use and to define the argument or arguments that the function requires in order to perform its calculation.

Merge Cell: Merge cell is a function in database software that allows multiple adjacent cells to be combined into a single larger cell. This is done by selecting all cells to be merged and choosing the "Merge Cells" command. A close-up of a spreadsheet on a computer screen.

Move or Copy Command: When you move or copy a cell, Excel moves or copies the cell, including formulas and their resulting values, cell formats, and comments.

Paste Command: You can paste the contents into a cell using the Ctrl + V keyboard shortcut.

Pivot Table: A report creation tool in Excel that enables you to quickly summarize lists of data into summary reports by clicking checkboxes and dragging fields onscreen.

Plot Area: The plot area in a chart or graph in spreadsheet programs such as Excel and Google Sheets refers to the area of the chart that graphically displays the data being charted.

Print Preview : Print preview refers to formatting a document for the printer but then displaying it on the display screen instead of printing it.

Recommended Charts Feature: A feature in Excel 2013 and later that enables beginners to get a jump start on creating charts, while also allowing experienced users to view data to be charted in a variety of formats.

Recommended PivotTables : Recommended PivotTables is an artificial intelligence feature in Excel 2013 and later that enables users to jump-start creating a pivot table. Click any cell within a list of data and then choose Recommended PivotTables from the Insert menu. Excel will typically suggest several report formats. Choose a report and then click OK to create the pivot table, which can then be modified in the usual fashion if needed.

SORT: Sorting is the process of arranging objects in a certain sequence or order according to specific rules. In spreadsheet programs such as Excel and Google Spreadsheets, there are several different sort orders available depending on the type of data you're sorting.

Table Feature : The Table feature in Excel 2007 and later is an improvement on the List feature in Excel 2003 and earlier. The Table feature provides enhancements that make it much easier to analyze lists of data.

Text to Columns Wizard: An Excel feature which allows users to separate data from a single column within an Excel spreadsheet into two or more columns, or to remove unnecessary data from within a column.

Total Row: A Total row appears below the data where each column has access to several automatic formulas. The default selection for the Total Row is none, meaning no function is selected when you first turn on the Total Row on your Table.

Trace Dependents: A formula auditing feature that enables you to identify which cell or cells at are linked to the active cell.

Trace Precedents: A formula auditing feature that enables you to identify which cell or cells that the active cell is linked to elsewhere in the workbook.

Worksheets: A worksheet is a collection of cells where you keep and manipulate the data. Each Excel workbook can contain multiple worksheets.

Guest Speaker

  • David H. Ringstrom, CPA

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CPE Credit

Continuing Professional Education

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You must answer all questions during the webinar, view the recording completely and pass the test at the end with 70% correct answers to receive CPE credit.