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 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. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Who Would Be Interested in This Course:

Practitioners who can benefit by learning a variety of techniques and shortcuts that will speed up their work in Excel.

Topics Covered:

  • Separating first/last names into two columns without using formulas or retyping.
  • Streamlining redundant data entry with a handy keyboard shortcut.
  • Pasting a table as a raw list elsewhere in a workbook.
  • Editing .PDF documents in Word 2013 and later—useful for unlocking data you wish to edit in Excel.
  • Streamlining the process of printing spreadsheets to .PDF format.
  • Applying formatting to multiple locations within a worksheet by way of the Format Painter feature.
  • Mastering the nuances—and the power—of Excel’s Transpose feature.
  • Avoiding the need to retype data or clunky formulas by way of Excel’s Text to Columns command.
  • Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts.
  • Discovering the Custom Lists feature in Excel, which enables you to embed frequently used lists into Excel’s Options dialog box for use with any spreadsheet.
Learning Objectives
  • Identify the feature that helps you transform filtering tasks.
  • Recognize how to implement Excel's Personal Macro Workbook.
  • Identify where the Custom Lists feature appears in the Options dialog box of most versions of Excel.
Last updated/reviewed: March 9, 2024
12 Reviews (69 ratings)

Reviews

4
Anonymous Author
Helpful course with lots of time saving tips. The query to combine tabs is outdated for the most current version of MS365, but everything else worked.

5
Anonymous Author
I like how David shows a visual of the steps then shows you in Excel. I don't know how much I'll utilize most of these shortcuts, but at least I'll know how to use them if ever needed. I can't wait to try the feature to combine multiple worksheets.

5
Member's Profile
This course reviewed the excel functions I knew and introduced some of the function I am not familiar with, such as the query function. I can find the functions are useful to apply at work.

5
Member's Profile
I always enjoy David's classes since he explains the information and then shows how to do it. He speaks well and knows his material. I always learn something new in his courses.

5
Anonymous Author
Great tips for efficiently working through worksheets and manipulating data to save time. Great tip on ExcelJet.net for keyboard shortcuts.

5
Anonymous Author
Very useful tips. Functions that I had no idea existed in excel I now know. I just hope I can remember them when I'm using excel! Thank you!

4
Anonymous Author
the course was very informative and the speaker was very good in explaining the details presented

4
Anonymous Author
Good information - although sometimes I had to look at several times to follow the steps

5
Anonymous Author
I learn quite a few new tricks that I will use in my day to day work.

5
Anonymous Author
Great course to learn tips to be more efficient while using Excel.

3
Member's Profile
Not very helpful. Too much focus on the different versions of excel

5
Anonymous Author
superb course. learned lots of tricks that will save me time.

Prerequisites
Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND REVIEW
  Introduction to Excel Efficiency: Tips and Tricks Part 23:30
  Excel's Open Dialog Box Shortcuts10:33
  Creating and Editing PDF Files15:21
  Introduction to Flash Fill (Excel 2013+)11:14
  Remove Duplicates and Custom List Feature13:33
  Managing Borders and Format Painter Double-Click Trick10:08
  Strikethrough Text/Numbers8:35
  Use F2 to Toggle Enter/Edit modes and Text to Speech Command8:55
  Transpose Data5:29
  Combine Multiple Worksheets10:55
  Group Worksheets and Conclusion5:35
CONTINUOUS PLAY
  Excel Efficiency: Tips and Tricks Part 21:43:49
SUPPORTING MATERIAL
  Slides: Excel Efficiency: Tips and Tricks Part 2PDF
  Excel Efficiency: Tips and Tricks Part 2 Glossary/IndexPDF
  Workbook: Excel Efficiency: Tips and Tricks Part 2XLSX
  Workbook: 12 Month Income StatementXLSX
  Transactions - Excel Efficiency: Tips and Tricks Part 2PDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam