The 90 minute “Tips and Tricks” seminar will cover a variety of topics to introduce some of Excel’s most powerful and useful features to improve performance, save time, and build smarter spreadsheets.
Using Excel’s hotkeys and other functions to be more efficient in preparing spreadsheets
- Working quickly and efficiently with hotkeys and accelerator keys
- Eliminating manual “point and click” work by using Excel’s powerful selection tools like Go-To and Paste-Special
- Automating repetitive typing (i.e. adding dates to rows or columns) using Flash Fill
- Working with large and complex sheets using Excel’s “View” tools to your advantage
Working with different kinds of data in Excel- beyond just numbers!
- Using Dates in Excel, including calculations such as number of days/months/years between any two dates
- Working with Text in Excel
Key formulas for smarter spreadsheets- build spreadsheets that return data from a predefined list based on an input, or instantly evaluate if something meets a predefined criteria (such as a KPI)
- IF, SUMIF, and Conditionals
Analyzing data using Excel- summarize large datasets instantly, without using formulas!
- Analyzing datasets using Filter, Advanced Filter, Conditional Format
- PivotTables- summarize big datasets how you want, quickly and easily
When: Thursday, June 17, 2021 | 3 to 4:30 p.m. (Question and Answer session to follow)
Location: The Builders’ Training Center, 105 West 12th Ave., North Kansas City, MO 64081
Presenter: Matt Russell, CPA - Supervisor, MarksNelson LLC
Cost: $30 for Builders’ members | $60 for nonmembers
About the presenter: Matt Russell, CPA is an audit-experienced CPA in the Kansas City area that has served clients in a variety of industries, including manufacturing, insurance, construction contractors, retailers, and not-for-profits. He has also provided process improvement and other consulting services that often involve elements of building Excel tools to automate and improve previously manual tasks. Matt has led Excel training workshops both at the firm and to other groups in the Kansas City area, covering tips on how to save time by working more efficiently within Excel, introducing techniques that can minimize or eliminate manual cut-and-paste work, and instilling an attitude of “working smarter” by using the powerful and accessible tools provided by Microsoft Excel to allow users to spend less time manipulating data and more time solving their actual business problems.