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24SR-P037: K2's Excel Best Practices (Virtual)

Thursday, December 12, 2024
9:00am - 4:30pm Central Time
8 CPE (8 non-technical)

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As spreadsheets evolve, so must your creating, editing and auditing practices. Gain an in-depth understanding of Excel best practices in each of the following areas: creating, editing and securing Excel workbooks; collaborating with others in Excel; reporting on data contained in Excel. Course materials include relevant examples to enhance your learning experience.

Major subjects

  • Best practices associated with creating Excel workbooks, including managing workbooks
  • How to secure Excel workbooks
  • Collaboration options and best practices
  • Effective reporting techniques

Learning objective(s)

  • 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
  • Use 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

Who should take this program?

Excel users who want to learn best practices for working with spreadsheets

Fees

Our records indicate you are a nonmember. If you register, you will be charged $449.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $349.00
checkmark Standard Nonmember Fee $449.00

More program information

Instructor Stephen Yoss, CPA, MS
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (8.0)
Level Intermediate
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. Fundamental knowledge of Microsoft Office Excel 2019 or newer
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more
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