Microsoft® Excel Tips & Tricks

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Microsoft® Excel Tips & Tricks will demonstrate to the user how to use effective techniques for viewing large worksheet data, hiding data, using paste special and Go To, and using a variety of fills. This will also include how to effectively navigate through a spreadsheet using named ranges and hyperlinks, using styles, along with a deep exploration of conditional formatting.

Objective: Upon completion of this course the Excel user will be able to effectively maximize their productivity by creating spreadsheets that utilize a variety of special features focused on various time-saving techniques.

  • Working with Splits
    1. Splitting large spreadsheet data
    2. Creating multiple windows
      1. Viewing multiple worksheets simultaneously
      2. Synchronous scrolling
  • Hiding worksheet column data
    1. Hide and unhide columns
    2. Using group outlining
  • Using the Paste Special command
    1. Pasting values
      1. Using mathematical operations
    2. Pasting formulas and links
    3. Column widths
    4. Transposing data
  • Using Go To and Go To Special
    1. Spreadsheet navigation
    2. Making specified range selections
  • Creating a Worksheet using Fills
    1. The Fill Series feature
    2. Auto-filling months and weekdays
    3. Copying formulas without disrupting preset formatting
    4. Creating Custom Lists
  • Reusing Formatting
    1. Using the Format Painter
    2. Creating Styles
  • Effective Worksheet Navigation Techniques
    1. Using Named Ranges
    2. Creating Hyperlinks
    3. Creating a Navigation Home Page
  • Conditional Formatting
    1. Using Excel presets
      1. Modifying presets
    2. Creating data range formatting
    3. Using conditional formulas to format data
    4. Sorting data using conditional formatting

IMPORTANT INFORMATION ABOUT PARTICIPATION:  As part of our sponsorship with NASBA, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes).  These may come in the form of open-ended questions, hand-raising, polling, and other techniques.  You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour.   Knowledge Source Inc. retains these responses after all CPE classes for audit purposes.

Knowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Course Information
  • Course Level:Intermediate
  • Prerequisite:Basic knowledge of Excel
  • Credit:2 CPE Hours
  • Fee:$99
  • Delivery:Group Internet Based
  • Recommend Field of StudyComputer Software and Applications
  • Program Knowledge LevelIntermediate
  • Advanced PreparationDownload and install class files a minimum of 3 working days prior to class.
  • Refund PolicyRequests for cancellations must be submitted in writing and received by Knowledge Source Inc. five (5) days prior to the date of the event to receive a full refund (less a 10% processing fee). Refunds are not given for no-shows. Special circumstances and cancellation requests may be emailed to or by calling 919-878-7100. Refunds will be issued within 30 days after the course.

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