November 17, 2020   10:00 am – 11:00 am PST   (1.0 CPE)
Jim Colville, CPA Retired, CFE

Description:

Originally titled “Nothing But Tricks” the new title for this session let’s you know that there is a lot to learn about Excel in this session. Many users know some of the tricks presented and it’s impossible to come up with tricks and great features that are new to everyone. We solved that dilemma by integrating all the materials covered into real world problem scenarios, their solutions and taking them to the next level.  In other words, regardless of your Excel knowledge or skill level you will learn many new concepts as well as build on what you already know.

Course Objectives:
To present Excel topics that are unique, yet powerful (“tricks”), to help the professional be more productive in their work and present results that are substantial and completed in zero time.

Course Outline:

  • Navigation Tricks and Power Tools
  • Zero Time Reporting
  • Word Wrap in Excel
  • Flash Fill, Parsing Data, Grouping Data
  • Custom Lists, Custom Sort Orders
  • Naming Cells and Ranges for Simplification and Clarity
  • Hide/Protect Data in Plain Site
  • Working with Bad Downloads, Fixing Bad Data
  • Formatting, Beyond What You Think, Very Useful Tools and Tricks
  • Comments, with Photos and Other Out-of-the-Box Features
  • List Differences, Unique Values, Duplicates, Beyond What you Know
  • Real Power with Paste Special
  • Selecting/Highlighting/Manipulating Data with Small and Very Large Data Sets
  • Working with Range and Tables
  • Consolidating Date on Worksheets, Between Sheets and Between Workbooks
  • Simplifying the Complex
  • and More…..


Jim Colville,  Bio
Jim began working with spreadsheets with Lotus 1-2-3, v1a and then with Excel v3, and soon thereafter v4. He learned very early the power of Excel and how be super productive in solving problems and enhancing reporting in his CPA practice.

Seeing the business opportunity in educating others in using Excel he began his own PC training company teaching over 20,000 user over a period about four years. The training evolved into a consulting company offer specific solutions to companies and corporations by combining training with project issues which resulted in powerful solutions.  A by-product of this is Jim’s Zero Time Reporting, once the data is entered (or imported) the report is done.

Jim has authored well over Excel 500 courses, both as training material and solution based Excel products for companies, corporations and nonprofit organizations. Many of these later became the foundation of web based articles and solutions under the the name of Info-Stat.com .  With the saturation of Internet based Excel websites and Jim’s commitment to his CPA business the Info-Stat website was allowed to sunset. With his retirement from his CPA practice in 2019, Jim has revitalized his web-based activities in by writing articles, creating Excel files that offer solutions, revitalizing Info-Stat.com and more importantly, educational webinars. Excel has changed dramatically over the years and the new course and webinar offerings significantly modernize the Excel materials including, but not limited to, business and artificial intelligence.

Of major significance is the evolution of Jim’s education activities from a local San Diego PC training company to a national and world wide based company with Internet based products, both website and webinar offerings.