In this combined "Excel Efficiency" course series Excel expert David Ringstrom, CPA, explores the various tools, techniques, and uses of Microsoft Excel.

First you’ll explore pivot tables, a feature that nearly 80% of Excel users don’t use, despite it’s great utility. David begins by covering the basics of creating and using pivot tables before moving on to more complex topics like how pivot tables differ from worksheet formulas, the importance of the Refresh and Report Filter commands, how to disable the GETPIVOTDATA function, how to drill down into numbers with a simple double-click, how to extract data from Microsoft Access databases and other sources, minimize repetitive steps in Excel by creating keyboard shortcuts, and adapt simple macros that can be recorded. In addition, David discusses several helpful Excel features, including the Table feature, PivotTable feature, Slicer feature, Linked Picture feature, the PowerPivot feature, and others.

Next David explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions, including a comparison of exact and approximate matches with VLOOKUP, and then comparisons to the HLOOKUP and LOOKUP functions.

Large and interactive spreadsheets are explored next. David points out some of the nuances and best practices of working with large workbooks and worksheets, as well as how to manage workbooks and worksheets with multiple users. He’ll also explain how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, repair broken links, and more.

We then learn how to create dynamic Excel charts that will save you time by looking at several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotChart feature, and more. In addition, he explains how to avoid repetitive formatting, create self-updating chart titles, and liven up your charts with clip art.

David then moves into charts and tables, teaching you step-by-step how to create and manage charts and tables with zero coding, as well as how to work with data extracted from databases like Access or SQL Server.

Continue learning about Excel and how to automate your work with Custom Views (an often-overlooked feature in Excel), how to use logic functions most effectively, and how to implement internal controls within your Excel spreadsheets.

Of course, a course on Excel wouldn’t be complete without exploring the problem of errors. David dives deep into the nuances of Excel to explain frequently encountered error prompts, as well as what to do to recover from or mitigate errors that trigger prompts. He’ll also explore how to minimize errors in the first place.

Finally, learn some of David’s favorite spreadsheet auditing techniques including how to determine at a glance if a spreadsheet contains links to other documents, as well as explore nuances surrounding cell comments, plus much more.

Learning Objectives
  • Identify the location of the pivot table-related Subtotals command within Excel's ribbon menu interface, the location of the Field List command within Excel's ribbon menu interface, and which of four ways is not a method for removing fields from a pivot table.
  • Recognize which menus appear and disappear, explore how to enable or disable GETPIVOTTABLE function, and learn how to use the slicer feature.
  • Identify what you can use instead of TRUE in VLOOKUP and the purpose of the IFERROR function.
  • Discover how to use the Watch Window and Custom Views features.
  • Identify which features and options are best to select all form controls and store text or data.
  • Discover new features and how to improve the integrity of your charts.
  • Identify which versions of Excel permit using slicers with both tables and pivot tables and which feature that makes charts expand automatically as you add additional data to the source range.
  • Learn how to link Excel workbooks to other sources and keep them secure.
  • Identify the worksheet function that enables you to determine whether at least one logical test returns TRUE and what the SUMIFS function returns if a match can’t be found.
  • Recognize the location of the menu command that allows you to determine categorically if a workbook contains links or not and the location of the Enable Iterative Calculations setting within the Excel Options dialog box.
  • Discover how to manage iterative calculations (also known as circular references) within Excel workbooks.
Last updated/reviewed: March 6, 2024
35 Reviews (105 ratings)

Reviews

3
Member's Profile
Course material is fine - 4 stars. The exam, to get credit for 32 hours of work, is a joke, 0 stars. This course has ~28 hours of content. Most people will view this over 1-2 weeks, a few hours at a time as schedules permit. The exam has 160 questions and there is no ability to save progress and return to it later. Set aside 3 hours to take the exam and hope you don't accidentally close your browser or lose your internet connection or you'll start over. I'd guess 20 questions ask you what version excel a certain function started in. 2007, 2010, 2013, 2016 office 365. How is that relevant to remember? Also about 70 questions ask what ribbon in excel a function appears, some questions repeating as much as 5-6 times. Respect our time. Make this exam 20-30 relevant questions.

2
Anonymous Author
The course started out strong and contains some good information, but you are better off picking and choosing individual courses on specific Excel topics. The segments in this course were designed as self-contained courses, not as chapters in a larger course, so one finds a maddening amount of duplicated material as one progresses through the course. Illumeo or the instructor should have edited the material to eliminate the repetition and duplication, but instead, the segments were lazily thrown together to create one big course. The exam was horribly written, with a fixation on identifying on which ribbon tab a given command is found, and with several questions repeated more than twice.

3
Member's Profile
I enjoyed the coursework but HATED to final exam which is why I only gave 3 stars. The final exam had 160 questions! It was abstract and had at least 20 questions that referred to what version of excel had certain functions which was useless info to me. It also asked the same questions numerous amounts of time and the questions weren't in the review questions which I found frustrating because the review questions were helpful and applied to the material taught.

3
Anonymous Author
Content is interesting but probably drills down to a much too specific level to be generally applicable to all users. Like others have mentioned, it is a bit intimidating having to take a 160 question all or nothing exam at the end, and many of the questions are about which version of excel certain features appeared on, and those questions to see very meaningful for the average user, especially as time passes.

4
Anonymous Author
I would have preferred progressive testing rather than one 2-hour test at the end. I also noticed material for the Expert course was repeated in several of the sections. I also would have liked to see a Table of Contents where I could jump past certain sections (i.e. VLOOKUP is no longer relevant in lieu of XLOOKUP, and I skipped all VLOOKUP material.)

5
Member's Profile
I found this course is very useful in my daily work. The shortcuts and in depth pivot table courses enhanced my knowledge of excel. The workbook links and database techniques, including the VBA instructions are well organized. Although the final exam of 160 questions is a bit long, but it enhances the concepts I learned.

4
Anonymous Author
The course itself was fantastic. I would take pieces of it again as refreshers. Given the final exam is 160 questions, I would have been better suited to take the classes in two hour chunks with credit after each class. It was also incredibly frustrating to answer the same question numerous times in the final exam.

5
Member's Profile
I really like David's style of teaching and his knowledge of Excel is palpable. I was surprised by some of the repetitiveness of the questions but it kind of mirrored the compilation of the sessions. Also to be fair, I'd taken some in prior years and not to mention I work in Excel everyday so there's that:)

4
Member's Profile
I have advanced knowledge of Excel already, however, can always learn new tricks. This course was fantastic in providing new tools that can be very useful in real life work with spreadsheets. There is a lot of repetition, however, repetition is good to drive home and help us remember how to do the tasks.

4
Member's Profile
Overall excellent information for a program packed full of possibilities. I agree with others that many of the questions were repetitive. In some cases, this was helpful to remember some useful commands. Did not find the questions re "which version Excel..." to be of any use.

4
Anonymous Author
The materials and presentation are great. The final is too long and repetitive and focused too much on where various commands are found, and in what versions of Excel, rather than testing the concepts, i.e. what can you do in Excel.

3
Member's Profile
Although the course covered a ton of pertinet info it did seem to test and present redundant an excel features that a professional would never use. Also the exam was unneccasarily long and asked the same questions multiple times.

5
Anonymous Author
This is a great Excel course for anyone in accounting/finance or anyone working with a lot of data sets within Excel. Covers basic must-know Excel tips plus a deeper dive into more efficiency-based tricks.

5
Anonymous Author
Great course, very informative! I really enjoyed the section on VLOOKUP, cleared up a lot of information for me! Additionally the pivot table section was very helpful!

4
Anonymous Author
Overall, this course was very thorough and easy to follow. I would suggest breaking the material up into different courses as the cumulative exam was quite lengthy.

5
Member's Profile
Easy to follow, good instructor. The videos were helpful and allowed a user to follow along in his/her own version of Excel using the provided example workbooks.

5
Anonymous Author
I thought I was a pretty good excel user, but learned there's a lot more functionality that I wasn't taking advantage of. This is a great skill builder.

5
Anonymous Author
Content is very good. Everything I learned in here will have a practical application. The content is clear and test exams are reflective of materials.

5
Anonymous Author
This course was great. I really enjoyed learning more about excel and how I can improve my efficiency by using pivot tables, links, and queries better.

5
Anonymous Author
Lots of good information in this course. Personally, I knew most of it, but found some good nuggets of info that I will add to my arsenal!

5
Member's Profile
very intense but it was worth the 32 hours CPE and bunch of learning as a result . I feel so much more confident on my excel knowledge.

5
Anonymous Author
I thought the course delivered on the stated learning objectives. Perhaps remove references/learnings to older versions of excel.

5
Anonymous Author
Long course, but helpful. Excel is the defacto language for finance experts and I enjoyed touching up on my skillset!

5
Member's Profile
Wow. There is so much to learn here that makes working in Excel much quicker. I thought I knew quite a bit already.

4
Anonymous Author
The course was an in-depth review of Excel. However, the topics can be updated to more current Excel functionality.

5
Anonymous Author
David did a great job on this course, learned a lot, excel is the gift that always pays dividends ;)

3
Anonymous Author
fine materials but final exams has very basic questions with lots of reviews, also too long

5
Anonymous Author
Great this was a very informative and hlepful course. Thanks for putting it together!

5
Anonymous Author
A very comprehensive overview of Excel features. Will definitely use some of them.

5
Anonymous Author
I thought the course was great. The final exam had a lot of duplicate questions.

4
Anonymous Author
Overall it was a good course. Some repeating of information, but that's ok.

5
Anonymous Author
GREAT COURSE, LIKED IT VERY MUCH. VERY DETAILED. FOR INTERMEDIATE LEVEL

4
Member's Profile
very interesting and provide good insight for new keys and directions

5
Member's Profile
Very cool course! Many really useful things have been explained.

5
Member's Profile
Very long course, lots of questions in the final exam

Prerequisites
Course Complexity: Intermediate

No Advanced Preparation or Prerequisites are needed 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 .
Course Questions and Answers( Questions)
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Instructor for this course
Course Syllabus
Excel Efficiency: Pivot Tables
  Excel Efficiency: Pivot Tables1:40:02
  REVIEW QUESTIONS:Excel Efficiency: Pivot Tablesquiz
Excel Efficiency: Intermediate Pivot Tables
  Excel Efficiency: Intermediate Pivot Tables1:40:53
  REVIEW QUESTIONS:Excel Efficiency: Intermediate Pivot Tablesquiz
Excel Efficiency: Advanced Pivot Tables
  Excel Efficiency: Advanced Pivot Tables1:40:24
  REVIEW QUESTIONS:Excel Efficiency: Advanced Pivot Tablesquiz
Excel Efficiency: VLOOKUP
  Excel Efficiency: VLOOKUP1:41:39
  REVIEW QUESTION:Excel Efficiency: VLOOKUPquiz
Excel Efficiency: Taming Large Spreadsheets
  Excel Efficiency: Taming Large Spreadsheets1:46:28
  REVIEW QUESTIONS:Excel Efficiency:Taming Large Spreadsheetsquiz
Excel Efficiency: Interactive Spreadsheets
  Excel Efficiency: Interactive Spreadsheets1:44:01
  REVIEW QUESTIONS:Excel Efficiency: Interactive Spreadsheetsquiz
Excel Efficiency: Excel Chart Speed Tips
  Excel Efficiency: Excel Chart Speed Tips1:42:49
  REVIEW QUESTION:Excel Efficiency:Excel Chart Speed Tipsquiz
Excel Efficency: Table Feature
  Excel Efficency: Table Feature1:40:54
  REVIEW QUESTIONS:Excel Efficiency: Table Featurequiz
Excel Efficiency: Workbook Links
  Excel Efficiency: Workbook Links1:40:00
  REVIEW QUESTIONS:Excel Efficiency: Workbook Linksquiz
Excel Efficiency: Database Techniques
  Excel Efficiency: Database Techniques1:44:29
  REVIEW QUESTIONS:Excel Efficiency: Database Techniquesquiz
Excel Efficiency: Custom Views
  Excel Efficiency: Custom Views1:40:52
  REVIEW QUESTIONS:Excel Efficiency: Custom Viewsquiz
Excel Efficiency: Logic Functions
  Excel Efficiency: Logic Functions1:45:29
  REVIEW QUESTIONS:Excel Efficiency: Logic Functionsquiz
Excel Efficiency: Internal Control
  Excel Efficiency: Internal Control1:40:29
  REVIEW QUESTIONS:Excel Efficiency: Internal Controlquiz
Excel Efficiency: Error Prompts Explained
  Excel Efficiency: Error Prompts Explained1:44:44
  REVIEW QUESTIONS:Excel Efficiency: Error Prompts Explainedquiz
Excel Efficiency: Minimizing Worksheet Errors
  Excel Efficiency: Minimizing Worksheet Errors1:40:07
  REVIEW QUESTIONS:Excel Efficiency: Minimizing Worksheet Errorsquiz
Excel Efficiency: Auditing Spreadsheets
  Excel Efficiency: Auditing Spreadsheets1:48:10
  REVIEW QUESTION:Excel Efficiency: Auditing Spreadsheetsquiz
SUPPORTING MATERIALS
  Expert Excel Suppporting MaterialsZIP
FINAL EXAM
 FINAL EXAMexam