Description:
You'll discover even more ways to save time and effort in Excel when you take this course. In part 2 of Speed Tips, Excel expert David Ringstrom, CPA, demonstrates shortcuts that allow you to streamline repetitive tasks and redundant data entry, embed lists you use frequently, transform filtering tasks, and more. In addition, David explains the benefits associated with Excel's Text Box feature, the Personal Macro Workbook, and the Quick Analysis feature.

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 video.

Delivery Method: Online Interactive Self Study - Video

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Author: David Ringstrom

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 05/02/2020

Technical Details:

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Objectives:
1. Identify the feature that helps you transform filtering tasks.
2. Recognize how to implement Excel's Personal Macro Workbook.
3. Recognize where the Custom Lists feature appears in the Options dialog box of most versions of Excel.

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NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.