K2’s Excel Best Practices
Computer Software and Applications
8 CPE Credits
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Major Topics
- Best practices associated with creating Excel workbooks, including managing workbooks
- How to secure Excel workbooks
- Collaboration options and best practices in Excel
- Effective reporting techniques in Excel
Learning Objectives
- List and apply six techniques for securing Excel data
- Identify the advantages of working with Defined Names in Excel
- Implement different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
- List and apply four techniques for sharing an Excel workbook and collaborating with others
- Utilize various Excel features, such as Go To Special, to solve specific spreadsheet issues
- Identify and implement three different methods for consolidating data
- Utilize Excel’s Table feature as a foundational component of spreadsheets
- Identify techniques used to minimize data input errors
- List critical spreadsheet design fundamentals
Course Description
As spreadsheets evolve, so must your creating, editing, and auditing practices. 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. Join us for this program to help you utilize Excel fully.
Compliance Information
Intended Audience
Excel users who want to learn best practices for working with spreadsheets
Advanced Preparation
None
Field of Study
Computer Software and Applications
Credits
8 Credits
Published Date
November 2, 2022
Course Authors
K2 Enterprises
K2’s goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.
We make every effort to maintain a high level of integrity, family values, and friendship among all involved.
Overview
As spreadsheets evolve, so must your creating, editing, and auditing practices. 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. Join us for this program to help you utilize Excel fully.
Course Details
- Best practices associated with creating Excel workbooks, including managing workbooks
- How to secure Excel workbooks
- Collaboration options and best practices in Excel
- Effective reporting techniques in Excel
- List and apply six techniques for securing Excel data
- Identify the advantages of working with Defined Names in Excel
- Implement different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
- List and apply four techniques for sharing an Excel workbook and collaborating with others
- Utilize various Excel features, such as Go To Special, to solve specific spreadsheet issues
- Identify and implement three different methods for consolidating data
- Utilize Excel’s Table feature as a foundational component of spreadsheets
- Identify techniques used to minimize data input errors
- List critical spreadsheet design fundamentals
Intended Audience — Excel users who want to learn best practices for working with spreadsheets
Advanced Preparation — None
Field of Study — Computer Software and Applications
Credits — 8 Credits
IRS Program Number –
Published Date – November 2, 2022
Revision Date –
Course Authors
K2 Enterprises
K2’s goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.
We make every effort to maintain a high level of integrity, family values, and friendship among all involved.
All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).
Your Registration Includes:
- ✓ Course materials (video & PDF version)
- ✓ Unlimited attempts to complete exam
- ✓ Course materials (PDF & Sample Materials)
- ✓ Instant grading & certificate of completion
- ✓ One year access to complete your CPE
- ✓ Completion certificate