K2's Excel Best Practices

K2's Excel Best Practices

Course Description
Excel Best Practices

As spreadsheets continue to evolve, so must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.

Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Participate in this program to help ensure that you utilize Excel to its fullest potential.

“I learned various tips/tricks that I expect to implement to my approach immediately.” J.J., CPA DE

“Excellent course with lots of practical information that will be useful for work!” S.B., CPA MN

Course Information

CPE Credit: Recommended for 8 hours Computer Software and Applications

Instructional delivery method:  Group-live demonstration and discussion – laptop friendly, with access to demonstration files. This program focuses on Excel for Windows (2013 and newer, including Microsoft 365/Office 365), but many of the features can be found in Excel for Mac

Prerequisites: Fundamental knowledge of Microsoft Office Excel 2013 or newer

Program level: Intermediate

Advance preparation: None

Who should attend: Excel users who want to learn best practices for working with spreadsheets

Learning Objectives

Upon completing this course, you should be able to:

    • List critical spreadsheet design fundamentals
    • Identify techniques used to minimize data input errors
    • Utilize Excel’s Table feature as a foundational component of spreadsheets
    • Identify and implement three different methods for consolidating data
    • Utilize various Excel features, such as Go To Special, to solve specific spreadsheet issues
    • List and apply four techniques for sharing an Excel workbook and collaborating with others
    • Implement different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
    • Identify the advantages of working with Defined Names in Excel
    • List and apply six techniques for securing Excel data
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