1 CPE In this follow up to Excel Efficiency: Tips & Tricks I Excel expert David Ringstrom, CPA shares more of his favorite Excel tricks. This course is designed to help you use Excel more effectively. In this session David teaches primarily from Excel 2010, but covers differences in Excel 2003, 2007, and 2013 where applicable.
Topics Covered:
- Discover techniques that automatically provide fall-back positions in the event that you need to see an earlier version of your spreadsheet.
- Discover how to quickly access folders and workbooks, whether on your computer or on a network
- Discover how to disable worksheet animation in Excel 2013.
- Learn the risks--and rewards--of double-clicking on the fill handle in Excel.
- See steps to take if you can't open a damaged workbook.
- Embed frequently used lists, such as employees, departments, or key customers into Excel's interface for use with any spreadsheet.
Course Series
This course is included in the following series:
2 CoursesTips and Tricks for Excel Efficiency
- Excel Efficiency: Tips and Tricks I
- Excel Efficiency: Tips and Tricks II
Learning Objectives
- Discover how to overcome annoying user-interface aspects of Excel 2013
- Utilize Excel's Text Box feature instead of merging cells to store paragraphs of text
- Tally numbers faster and more efficently with Excel's SUBTOTAL function
Last updated/reviewed: March 13, 2024
109 Reviews (500 ratings)
Reviews
ERICA CARPER
(Controller at MWP)
The actual presentation was informative and helpful...my only dislike is that the test is a lot of where things are located in the toolbar, but not really on what they do. So the first few times I am going to use it I might have to look up where it is, because that's not what I am going to remember, more important I remember the how vs where.
Anonymous
(Director)
The course is very helpful. David is an effective instructor. There are several tips that I never used before but appears to be helpful and simple. I will definitely apply his tips to my day to day work as I am a heavy user of excel and David provided helpful information that will definitely save me time.
Anonymous
()
Very informative course. I like how the slides are set up showing each consecutive step on one slide enabling you to see all steps from beginning to end. Also appreciate how each technique is then demonstrated at a pace that was easy to follow. I will look for other courses by this instructor.
Jeremy Ratto
(Senior Accounts Receivable Representativ.. at Yelp)
Really liked the course, great work and was glad to have the workbook to follow along. Only thing I wish was the final exam had more practical questions than ones about making backups or repairing damaged files. Other than that, I was really glad to take this course.
Anonymous
(Financial Analyst)
CTRL creates a series and ALT kept the original cells contents. Disagreed with the question and answers given. Also, the always create a backup is not in the general section in the options dialog box. Both questions were inaccurate. Enjoyed the material overall though.
Anonymous
(VP Finance)
I've taken several excel courses from David Ringstrom and they are always informative. In this one, I was hoping to be able to use the slides as a reference, but they are just too busy to follow compared with earlier courses. Still good material, though.
Timothy Halliday
(Consulting Senior at EKS&H)
It was a good course. I wish it would have gone into more with subtotaling as it relates to pivot tables. Never saw the need for a custom list but it was interesting to learn. My favorite part was learning the Alt = is the shortcut for SUM.
Anonymous
(Senior Assistant Controller)
I use Excel frequently and still found this course beneficial as there are some good quick little tricks (double clicking the format paste is a great one). Should do one covering keyboard shortcuts as those can save a lot of time as well.
Norman West
(Financial Manager at Lockheed Martin)
These are some excellent tips and tricks. I will go right away and turn off the annoying "clipboard" that constantly appears in my way. It is an hour well spent because I pick up something helpful in each of Mr. Ringstrom's courses.
Anonymous
(Regulatory Reporting Quality Assurance A..)
I liked learning about how useful and efficient the subtotal and double-click feature when applying formats. I've been using excel for many years and did not know of these useful features. Great course!
William Hollingsworth
(Staff Business Analyst at Intuit)
Showed me some new tricks that I can use in my daily role. Some were reminders, but it never hurts to be reminded of the things that you used at one point and have thrown in the back of your mind.
Donald Petter
( at SELF)
The tips David shared can really help my productivity at work. I do a lot of spreadsheets and anything that can lower the number of key strokes and increase the accuracy is very much appreciated.
Anonymous
(Risk manager)
This is the practical Excel tools we would use during our work,which will improve the work efficiency. I will practice a lot to be familiar with the function. Thanks for Mr.David's great work.
Anonymous
(Independent Financial Consultant)
Great course. Even though I use Excel constantly, I found the course worthwhile as I got reminders of things I had forgotten and/or learned some tips to make me more efficient.
Anonymous
(Bookkeeper)
This course provided some very useful tips. I found the slides were not that easy to follow however I did like the supporting file that allows you to try each of the tricks.
Anonymous
(Accounting Manager)
Helpful tips that I hope I can remember when I need them. Having multiple slides with less information on each one might be better than one slide with so much information.
Anonymous
(Director - Technical Accounting)
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Jacob Rothman
(Portfolio Manager at Rothman Investment Management)
This was a great course that efficiently covered a number of helpful tips. It was easy to follow. I recommend this and any other course by this instructor.
Anonymous
()
I use the text box function but learned more about the way to format the data in a text box. Also, the use of the subtotal function will be helpful.
Anonymous
(Senior Accountant)
Very easy to follow along with the presenter. Format Painter lock feature blew my mind! Calling it a super power is funny and appropriate. thanks!
Anonymous
(Associate Accountant)
This was a very effective excel course. David's teaching styles work well with what I need, and he explains things in a way that I can understand.
Anonymous
(AP Specialist - Payments Team)
Overall, very helpful course in re-learning the tools and tricks to excel. Felt like there could have been more examples but overall good course.
Anonymous
(Sr. Accountant)
Lot of good tips I was unaware of. I like how the instructor spoke about the tip, then did a demonstration. It helped me understand it quickly.
Grant Brannum
(Agent at Treasury)
The course had helpful hints and explained them well but I wish the course was updated to include later versions of excel currently being used.
Anonymous
(internal auditor)
Теперь обязательно буду пользоваться несколькими новыми трюками и советами
Carol Pass
(Sr AP Specialist at Charter Communications)
Love these excel courses -- very informative!!! Very detailed -- like that it is talked about and then an example is shown afterwards.
Anonymous
(Director)
I picked up some helpful new tips with this course such as using the icon to counteract the automatic series creation and custom lists.
Anonymous
(GL Manager)
Good course on reviewing the steps on excel efficiency. Always looking for tips and tricks to spend less time manually making changes.
Ted Feher
(Owner at Feher, PC (CPA))
Repairing worksheets is good to know, likewise the automatic save .xlk file option. Handy tips on data series and custom series
Anonymous
(Consultant)
Great tips that I will find useful to make my excel skills more efficient. Can't wait to try some of the tricks in my work day.
Anonymous
(Manager Operations (Governance, Risk &am..)
The subtotal function was the best followed by fill cell.
Good to know these short cuts when working extensively with Excel
Elaine Gates
(Plant Controller at Novelis)
Instructor is very knowledgeable and explains tricks very efficiently. Always gives good examples that are easy to follow
Anonymous
(Associate Director, CFCC Assurance)
Informative course! Learned great new tricks and excited to put them to use. Take this course if you need a refresher.
Anonymous
(Senior Accountant)
This course had some useful tips that I had not seen before. I thought it was very well organized and easy to follow.
Robert Workman
(Senior Lean Development Officer at Confidential)
Strange how much you think you knew about excel - until you start watching these courses. Good content & tips/ tricks.
Christopher Hole
(Director of Internal Audit at Roseburg Forest Products)
Decent presentation of some simple tricks. Good slides, but maybe not all is applicable to newest version of windows.
Anonymous
(Controller)
No matter how much you know excel this is an opportunity to learn new useful tricks that will save you so much time
Anonymous
(PMA)
good job. subtotal function button was new to me since i normally use it in the data tab and did not know about it
Anonymous
(Manager)
I've been using excel for many years and still learned some new things. Good class but slides are hard to follow.
Anonymous
(Director - Billing Data Integrity)
There were a few good tricks I learned from this training. Please take the time and sign up for this course
Anonymous
(Accountant)
A great refresher for tips and tricks while using excel. Definitely makes work and tasks easier and faster.
Anonymous
(Manager)
very frustrating when dealing with multiple versions of excel, moved to quickly through the explanations
Keith Baker
(Data Analyst at Charter Communications)
I love the addition of using subtotals to my formulas. It can really help eliminate addition errors.
Anonymous
(Treasury Director)
This was a helpful class that covered some unique functions in Excel that I did not know existed.
Julie Chiarelli
(Finance Director at Hospice of the Foothills)
Very good explanations and visuals. Not entirely applicable to Excel 2016, the version I am using.
Anonymous
(Sr. Accountant)
Excellent course with lots of great tip and tricks that I can see myself using on a regular basis.
Anonymous
(Card Program Administrator)
Good course - many helpful tips and tricks. Familiar with some and happy to know about the others.
Anonymous
()
Good course. Lecturer clear in presentation and information is relevant to using excel in general.
Sandra Heelan
(CPA, CFE, MBA at None)
Good Tip and Tricks for Excel even if the versions are a bit older. Good presenter and materials
Anonymous
(Sr Director Consolidation)
Great course!!! The numbered step by step slides followed by showing it Excel was very helpful.
Anonymous
(Farm and Nursery Manager)
Nicely created class. Loved the fill series tip of hitting ctrl first to copy same data down.
Anonymous
(CFO)
Some good tips and tricks. This course is geared towards more beginner or intermediate users.
Anonymous
(CPA)
Love these tips and tricks - especially the format painter and the custom lists information!
Anonymous
(S2P Project Coordinator - Merges and Acq..)
I founds the course very helpful and will ensure to apply the tricks I learnded, thank you.
Anonymous
()
Pieces were lengthy. Too much wasted time formatted. First one in series was more useful.
Anonymous
()
Lots of usable tips - really liked the text box feature section. This will come in handy.
Anonymous
(Risk Advisory Services)
Helpful quick tricks for when using excel to increase efficiency when using the program.
Anonymous
(Accountant)
Very informative! These are great tricks that I will certainly be using in my work day.
Anonymous
(Principal)
I learned a few handy new tips and tricks that I definitely use. It was worth the time.
Anonymous
(Owner)
Great class, love getting tips and tricks. Great teacher look forward to more classes!
Anonymous
(Director)
Nice review of quick tips that I did not know even though I know a lot about excel.
Melissa Seifert
(Senior Accountant at Dakota Eye Institute, P.C.)
Useful tips, but the information on the older versions of Excel seems unnecessary.
Anonymous
(Customer Transaction & Retention Ser..)
Another great course for someone that is just getting their feet wet within Excel
Jennifer Dorey
(Senior Accountant at SYNAPSE PRODUCT DEVELOPMENT)
The subtotal and custom list features will be big time savers and a huge help!
Anonymous
(Accountant)
I thought this course showed many good tricks on how to save time with excel.
Melissa Embry
( at TDI Fleet Services)
very good course. the examples from the real world were helpful and insightful
Anonymous
(Consultant)
Great tips with the control, shift, and alt keys. Makes my job more efficient.
Ara Toroyan
(Director - Financial Planning & Proc.. at NCCI Holdings, Inc.)
pretty awesome tips and tricks. very useful. good presentation and speaker.
Anonymous
(CT&RS)
I liked the course. The presenter shares lots of tricks I didn't know about.
Emily O'Reilly
(FA III at City of Detroit)
There were many tips for older versions of excel, not applicable in my case.
Kevin Moschella
(Sr. Director, FP&A at Evidera)
I always learn a few new tricks when watching one of David's presentations.
Anonymous
(Senior Financial Analyst)
Very informative presentation. You never know what it might shed light on.
Quinn Bonta
(Associate Consultant at RSM)
Excel tips and trick are so useful in every day setting while using excel.
Richard Dandan
(Senior Accounting Specialist at National Food Authority)
Nice! learned a lot of tricks today. This course is very helpful. Thanks!
Luc Dufour
( at Future Electroncis Inc.)
Some tips are useful and can helo improve using excell more efficiently.
Steve Brown
(Senior Auditor at Charter Communications)
There was some good tricks presented in there that I never knew about.
Anonymous
()
I always learn a few interesting nuggets in these Excel presentations
Nick Wright
( at WCF Insurance)
Easy to use and extremely contains extremely beneficial information.
Anonymous
(Accounts Receivable Representative)
This is a concise walkthrough of Excel tips. It is quite helpful.
Anonymous
(Reinsurance Accounting Manager)
Great tips to be more efficient while using Excel spreadsheets.
Matthew Hafer
( at United Airlines)
Interesting tips but unrelated in application of what they do.
Anonymous
(Sr Accountant Lead)
Good course. I always learn something new in David's courses.
David Lugviel
(Senior AR Rep at Yelp)
Helpful tips to maximize productivity while working in Excel!
Anonymous
()
The course was helpful and the slides were very informative.
Anonymous
(VP, Finance)
Solid course - I picked up a few tips and tricks, thanks!
Anonymous
(Property Accounting Manager)
Detailed explanations and examples were very helpful.
Anonymous
(Founder)
Subtotal function useful to know. Good content overall.
Jacob Keiner
(Senior Financial Analyst at A-dec)
Some nice tips and tricks. Bounces around many topics
Anonymous
(Controller)
Lots of things to make people more efficient in Excel.
Anonymous
(Chief Financial Officer)
There is always some tip that I did not know before.
Anonymous
(AP Specialist)
This was very informative & learned some new tricks.
Laura Stebelton
(Controller at AVL Growth Partners)
Seems dated to keep referring to Excel 2013 in 2023
Chris Grimes
(Rules Master at Cisco)
More good tips for useful features in Excel
Anonymous
(President)
Difference between subtotal and sum.
Anonymous
(CPA/Investment Advisor)
Good course and powerpoint slides
Anonymous
(CPA)
Lots of good useful Excel tips!
Anonymous
(None)
Some good short-cuts for Excel.
Anonymous
(Consulant)
Great tips that are very useful
Anonymous
(Senior Financial Analyst)
Effective presentation
Melvin Balberan
(Senior GL Accountant at Netsuite Philippines Inc.)
This is a great course
Anonymous
(Salaried Consultant)
Easy to follow along.
Anonymous
(None)
Useful Information.
Mistie (Mendoza) Aker
(Budget & Accounting Manager at DES/Division of Child Support Services)
the shortcuts
Kelley Allen
(Staff Accountant at Phoenix Textile Corp)
Informative.
Monique Simpson
(Director, Financial Reporting at ALR Life Reinsurance Ltd.)
Good course!
Kevin Van Loo
(Finance Controller at INglass USA, Inc)
Great stuff!
Anonymous
(Payroll Analyst | Tax & Compliance)
great course
Anonymous
(-)
Good stuff!
Anonymous
(Analyst)
Very Useful
Prerequisites
Course Complexity: Intermediate
Prerequisite: Basic proficiency with Excel
Advanced Preparation: None
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
.
David RingstromCPA, author, Microsoft Excel trainer and consultant
About Illumeo
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