Course Description
(This course is the first part of a two-part series. Register here for Part 2.)
This course, the second part of a two-part series, is designed for those who’ve never worked with Excel spreadsheets or for those who haven’t for several years. Excel expert David Ringstrom, CPA, will take you step-by-step through the basics of Excel spreadsheets. He’ll show you how to create a spreadsheet from scratch and will cover nuances such as entering dates in Excel, formatting numbers, and copying formulas. You'll see how to build formulas, understand Excel's order of operations, and learn how to freeze rows and/or columns onscreen as well as on your printouts.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.
Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.
Who should attend:
Professionals seeking to learn or refresh the basics of working with Excel spreadsheets.
Level: Basic
Topics covered:
• Getting oriented with Excel’s grid of rows and columns
• Understanding the difference between working within a cell versus working on a worksheet
• Using a keyboard shortcut so you’ll never have to manually type $ signs in a formula again.
• Copying formulas efficiently down one or more columns at the same time
• Discerning the nuance of entering text into worksheet cells
• Utilizing the PMT worksheet function to calculate loan payment amounts
• Specifying information that should print at the top and/or bottom of each page of a printout by managing headers and footers
• Understanding Excel’s Freeze Panes feature
• Jump-starting spreadsheet projects using free, prebuilt templates in Excel
• Learning the nuances of copying formulas within Excel spreadsheets
• Using keyboard shortcuts to navigate your way through worksheets
• Mastering Excel’s order of operations for mathematical formulas
Learning objectives:
• Recall which mouse action enables you to widen a column to display the longest cell entry
• Identify the first level of Excel's Order of Operations when calculating formulas
Review our course policies and procedures page for further information