Excel Best Practices
Information Technology
4 CPE Credits
Upcoming Live Event Schedule
This course is part of an event and you must register for the associated event to participate.
No Upcoming Events
Sorry! There are no scheduled events at the moment. Please check back soon.
Major Topics
Learning Objectives
- List and apply six techniques for securing Excel data.
- Identify the advantages of working with Defined Names in Excel.
- Implement various techniques 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 techniques 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 continue to evolve, so too 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.
This course covers features found in Excel versions 2007 and newer.
Compliance Information
Advanced Preparation
None
Field of Study
Information Technology
Credits
4 Credits
Published Date
May 12, 2023
Course Authors
Stephen Yoss
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.
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 continue to evolve, so too 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.
This course covers features found in Excel versions 2007 and newer.
Course Details
- List and apply six techniques for securing Excel data.
- Identify the advantages of working with Defined Names in Excel.
- Implement various techniques 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 techniques 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 —
Advanced Preparation — None
Field of Study — Information Technology
Credits — 4 Credits
IRS Program Number –
Published Date – May 12, 2023
Revision Date –
Course Authors
Stephen Yoss
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.
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