Seminar
Live Replay WebinarIntermediate level
Formatting Excel Spreadsheets And Automation Opportunities For Increasing Personal Efficiency And Effectiveness
★★★★★
4.8 · 14 attendee ratings
Some estimates indicate that business professionals spend almost half their time in Excel applying formats. If you want better formatting results in less time, participate in this session to learn the best practices for formatting your Excel spreadsheets. Further, automation is a great way to save time, improve accuracy and effectiveness, and get more value from your workday. In this session, you will learn how to automate mundane tasks that take up too much energy so you can complete them automatically instead. One of the best things a person can do is invest time into automating their workday to help them achieve more work, reduce daily stress, and provide better mental clarity. In this session, you will learn best practices for applying formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial time when working in Excel. Further, Automation options abound, and in this session, you will learn how to take advantage of many personal automation tools and services. You will learn about various automation platforms, creating automation workflows, and automation tools to become more efficient.
Learning objectives
Upon completing this course, you should be able to:
- Identify the benefits of using Styles for formatting
- Specify which Custom Format codes are necessary for specific situations
- Cite examples of when using the Accounting format is useful
- Define automation and demonstrate different use cases
- Identify processes in your personal and professional life where you can use automation to save time
- Distinguish between various automation platforms
Major topics
Creating and using Styles in Excel
The Accounting Format and why you should use it
How to Create Custom Formats
Formatting dates for maximum impact
Automation opportunities
Understanding integration platforms
Productivity tips, tricks, and applications
Tips and tricks for saving valuable time
Who this is for
Business professionals desiring to improve personal and team efficiency and effectiveness
Prerequisites: Fundamental understanding of technology in business settings
Course details
- Recommended CPE credit
- 2 — Computer Software and Applications
- Field of study
- Computer Software and Applications
- Program level
- Intermediate
- Delivery method
- Group Internet Based
- Prerequisites
- Fundamental understanding of technology in business settings
- Advance preparation
- None
- Length
- 1h 40m
- Course number
- 24xalgfoa
- Provider
- K2 Enterprises
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Your instructors
Tommy Stephens
Partner · K2 Enterprises · ★ 4.6 instructor rating
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began...
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Brian Tankersley
Speaker & Author · K2 Enterprises · ★ 4.5 instructor rating
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of...
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4.8
14 attendee ratings
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