On Demand Webinar

Excel 101: Spreadsheet Basics

Please see below for additional instructions and information regarding this program.

Webinar Details$219

If Excel spreadsheets are new to you, or if you haven’t used a spreadsheet in years, this webcast is just what you need. Excel expert David Ringstrom begins with the basics and takes you through the process of building functional spreadsheets and then working with them efficiently and effectively.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, 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.
 
Office 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 2019, Excel 2016, and so on.

Topics typically covered:

  • Bring Excel’s green error-checking prompts under control by managing the underlying rules.
  • Get a jump start on spreadsheet projects by using free, prebuilt templates in Excel.
  • Get an overview of the different types of files you can create in Excel.
  • Get oriented with Excel’s grid of rows and columns.
  • Jump-start data visualization with the Quick Analysis feature.
  • Learn the nuances of copying formulas within Excel spreadsheets.
  • Manage column widths within your spreadsheets.
  • Master Excel’s order of operations for mathematical formulas.
  • Navigate large workbooks with ease by way of a hidden menu as well as keyboard shortcuts.
  • Never type $ signs manually in a formula again; use a keyboard shortcut instead.
  • Simplify repetitive tasks by creating your own keyboard shortcuts.
  • Understand how to enter dates in an Excel spreadsheet.
  • Wrangle long lists of data by filtering instead of sorting.

Learning objectives:

  • Skip confusing menus by way of time-saving mouse tricks and keyboard shortcuts.
  • Learn structural basics about Excel worksheets and workbooks.
  • Master some basic data-analysis techniques.
  1. Introduction
  2. Please Ask Questions Today 00:02:02
  3. Getting Oriented in Excel 00:05:37
  4. Saving Excel Files 00:12:34
  5. Working Within a Cell 00:17:35
  6. Entering Text Into Worksheet Cells 00:21:35
  7. Managing Column Widths 00:28:07
  8. Formatting Percentages 00:32:33
  9. Formatting Numbers 00:36:29
  10. Formatting Worksheet Cells 00:41:14
  11. Copying Formulas 00:46:19
  12. Entering Dates 00:49:04
  13. Calculating Our Loan Payment 00:54:04
  14. Excel’s Order of Operations 01:00:43
  15. Use F4 to Toggle Absolute References 01:05:10
  16. Copying Formulas 01:09:40
  17. Verifying Our Work 01:11:26
  18. AutoSum Feature 01:15:17
  19. Freeze Panes Feature 01:18:58
  20. Monitoring Print Scale 01:21:21
  21. Applying Borders and Color 01:26:01
  22. Instant Amortization Schedule 01:28:33
  23. Using Excel Templates 01:30:16
  24. Worksheet Tab Navigation Tricks 01:32:19
  25. Manage Error Checking Prompts 01:34:32
  26. Search (Tell Me) Feature (Excel 2016+) 01:38:47
  27. Thanks For Attending! 01:41:26
  28. Presentation Closing 01:41:41
  • Absolute References 01:05:10
  • Accounting Format 00:39:25
  • AutoSum 01:17:34
  • Cell 00:07:10
  • Column 00:07:04, 00:28:09
  • Currency Format 00:39:34
  • Dialog Box 00:13:25
  • Fill Handle 00:46:53, 01:11:32
  • Format Command 00:29:29
  • Formula Bar 00:22:32, 00:46:34
  • Freeze Panes 01:18:58
  • Name Box 00:07:48
  • Order of Operations 01:00:43
  • Row 00:07:04
  • SUM 01:17:45
  • Workbook 00:06:01
  • Worksheet 00:06:11

Absolute Reference : Absolute references in Excel are a direct link to a specific cell or range of cells that remain fixed if you copy or drag the formula. Absolute references are represented by $ symbols. A $ before a column letter freezes the column, while a $ before the row number freezes the row number. You can freeze the column letter and/or row number when needed.

Accounting Format: Like the Currency format, the Accounting format provides options for decimal places and a currency symbol, and it automatically uses a comma to separate thousands. Unlike Currency, there are no options for negative numbers. The Accounting format places parentheses around all negative numbers by default.

AutoSum: The AutoSum feature appears on both the Home menu and the Formulas menu as a Greek sigma symbol. When you click AutoSum, or press Alt-= Excel adds a sum function to the current cell or cells that you've selected.

Cell: In spreadsheet applications, a cell is a box in which you can enter a single piece of data. The data is usually text, a numeric value, or a formula. The entire spreadsheet is composed of rows and columns of cells.

Column: A column is a vertical series of cells in a chart, table, or spreadsheet in Excel.

Currency Format: The Currency format places the dollar sign right next to the number.

Dialog Box: A dialog box in Excel is a screen where you input information and make choices about different aspects of the current worksheet or its content, such as data, charts, and graphic images.

Fill Command: Excel’s Fill command lets you fill an adjacent group of cells with the same text or numbers, or with text or numbers that form a series. In its simplest form it’s like a faster version of copy and paste.

Fill Handle: The little notch in the bottom right-hand corner of the selected cell or block of cells. You can drag the fill handle to copy the contents to other cells, double-click to copy contents down a column, or right-drag to reveal a hidden context menu.

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

Formula Bar: A toolbar at the top of the Microsoft Excel spreadsheet window that you can use to enter or copy an existing formula into cells or charts. It is labeled with function symbol (fx). By clicking the Formula Bar, or when you type an equal (=) symbol in a cell, the Formula Bar will activate.

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.

Name Box: The Name Box is the box to the left of the formula bar that displays the cell that is currently selected in the spreadsheet. If a name is defined for a cell that is selected, the Name Box displays the name of the cell. You can use the Name Box to define a name for a selected cell as well.

Order of Operations : The sequence with which Excel carries out arithmetic operations. Unless superseded by enclosing portions of a calculation in parentheses, Excel first divides, then multiplies, then adds, and finally subtracts.

Row: A row is the range of cells that go across (horizontal) the spreadsheet/worksheet. Rows are identified by numbers e.g. row 1, row 5. Examples of use. A row might contain the headings of a table e.g. product ID, product name, price, number sold.

SUM: Microsoft Excel defines SUM as a formula that “Adds all the numbers in a range of cells”. This definition clearly points that Sum function has a job to add numbers and the arguments can be supplied using combinations of both numbers and range of cells. =SUM The SUM function is a built-in function in Excel that is categorized as a Math/Trig Function. It can be used as a worksheet function (WS) in Excel. As a worksheet function, the SUM function can be entered as part of a formula in a cell of a worksheet

Workbook: In Microsoft Excel a workbook is a collection of one or more spreadsheets, also called worksheets, in a single file.

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

David H. Ringstrom, CPA

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on&nbsp... View Full Profile


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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.