In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various essential Excel skills. David will start from the beginning with Excel with topics such as saving Excel files, entering text into worksheet cells, and managing column widths. He'll demonstrate the nuances that can arise when of formatting numbers and worksheet cells, copying formulas and entering dates. David will build a loan amortization table from scratch, which enables him to cover a wide range of Excel topics and features. You'll learn how to calculate loan payments with the PMT worksheet function, master Excel's order of operations, and see how the F4 shortcut key can toggle cell addresses in formulas between absolute, mixed, and relative references. Other techniques include the AutoSum feature and making use of the Freeze Panes feature. Attendees will gain practical knowledge and tips to enhance their Excel proficiency and efficiency.

David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel Proficiency with expert tips, automation techniques, and overlooked features”. He 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.

 Learning Objectives:-

• Identify the three inputs required by Excel's PMT worksheet function.
• Recall which mouse action enables you to widen a column to display the longest cell entry.
• State which character signifies an absolute reference within a formula.

Areas Covered:-

• Contrasting using menu commands and keyboard shortcuts for applying formatting such as bold and underlining to worksheet cells.
• Utilizing the PMT worksheet function to calculate loan payment amounts.
• Saving paper and eliminating frustration by monitoring the Print Scale setting.
• Using keyboard shortcuts to navigate your way through worksheets.
• Understanding the difference between working within a cell versus working on a worksheet.
• Getting oriented with Excel’s grid of rows and columns.
• Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates.
• Learning the nuances of copying formulas within Excel spreadsheets.
• Managing column widths within your spreadsheets.
• Using a keyboard shortcut you’ll never have to manually type $ signs in a formula again.
• Discerning the nuance of entering text into worksheet cells.
• Handling situations where numbers are presented as # signs on-screen and in Print Preview.

Who will Benefit?

Professionals seeking to use Microsoft Excel more effectively.