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Working with large spreadsheets can slow users down in numerous ways. In addition, looking at too many numbers at once can lead to fatigue, increasing the chance of misinterpreting data or making spreadsheet errors.

In this beneficial presentation, David demonstrates a number of ways you can manage large spreadsheets with skill and efficiency. His helpful tips enable you to save time, improve the integrity of large workbooks, avoid repetitive tasks, and much more.

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 webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Why should you Attend

Practitioners who need to improve the efficiency and integrity of their large Excel workbooks.

Areas Covered in the Session

  • Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets
  • Understanding Excel's Freeze Panes feature
  • Restoring Full Screen View in Excel 2013 and later as well as enabling a keyboard shortcut for this feature
  • Enabling a hidden keyboard shortcut for toggling the Freeze Panes feature on or off
  • Using the SUM function to drill through two or more worksheets
  • Learning how to use a single line of programming code to unhide all worksheets within a workbook
  • Creating custom views that will enable you to unhide all worksheets in a workbook at once as well as hide/display selected worksheets
  • Hiding multiple worksheets within a workbook at once
  • Utilizing the Split Worksheet feature properly to lock certain rows at the bottom of the Excel window
  • Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts
  • Choosing between custom views within a workbook to hide or unhide multiple worksheets at once

Learning Objectives

  • Master Excel features that make managing large workbooks easier
  • Learn tricks to improve the performance of large spreadsheets
  • Use hidden features to create shortcuts for carrying out repetitive spreadsheet management tasks
  • Understand the benefits and risks of grouping worksheets
  • Monitor all changes made to your workbooks using the Watch Window
  • Learn how to lock specific rows at the bottom of the Excel window
  • Use a single line of programming code to unhide all worksheets within a workbook

Who Will Benefit

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Excel User
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel

Speaker Profile

David Ringstrom CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you," so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.