Excel Explained: Managing Large Spreadsheets

When it comes to managing large spreadsheets, users often feel stressed about a multitude of issues. In this beneficial presentation, Excel expert David Ringstrom, CPA, demonstrates a number of ways you can manage large spreadsheets with aplomb. His XXX tips help you save time, improve the integrity of large workbooks, avoid repetitive tasks, and much more.

David teaches from the version of Excel in use by the majority of attendees, but he explains any differences in Excel 2007, 2010, 2013, and 2016. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants’ questions, so come ready to pick his brain.

David’s detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

Covered Topics:

  • Avoid repetitive work by creating a keyboard shortcut for Excel’s Freeze Panes feature.
  • Employ tricks that make printing information from large workbooks or worksheets easier.
  • Learn how range names can minimize errors, save time in Excel, serve as navigation aids, and store information in hidden locations.
  • Learn how to deal with annoying changes to Print Preview in Word 2010 and later.
  • Learn how to use a single line of programming code to unhide all worksheets within a workbook.
  • Learn techniques that let you reduce the file size of bloated Excel workbooks.
  • Learn the power—and the risks—of grouping worksheets.
  • Learn the risks of linked workbooks, determine if a workbook contains links, and see how links can hide within Excel features.
  • Navigate large workbooks with ease by way of a hidden menu as well as keyboard shortcuts.
  • Restore “classic” Print Preview functionality in Excel 2007 and later.
  • Save time when aggregating data from multiple worksheets with Excel’s INDIRECT function.
  • Simplify formula auditing by way of the Apply Names feature.
  • Simplify repetitive tasks by creating your own keyboard shortcuts.
  • Use Excel’s Custom Views feature to hide and unhide multiple worksheets with ease.
  • Use Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
  • Use the Group and Ungroup feature to expand or collapse rows and/or columns.
  • Use the SUMIF function to summarize data based on a single criterion.
  • Use the SUMIFS function to sum values based on multiple criteria.
  • Use the Watch Window to easily monitor the ramifications of even minor changes to your workbooks.
  • Apply the Watch Window feature to monitor and to navigate key worksheet cells.
  • Identify how to use Custom Views to manage the hidden or visible status of columns, rows, worksheets, print settings, and more.
  • Implement the INDIRECT worksheet function to create simpler summary spreadsheets.

Who Should Attend?

Intermediate-level users seeking to improve the efficiency and integrity of their large Excel spreadsheets.