K2's Excel Best Practices
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Virtual
8.00 Credits
Member Price $309.00
Non-Member Price $459.00
Overview
You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1137506. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.
Highlights
- 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
Prerequisites
Fundamental knowledge of Microsoft Office Excel 2019 or newer
Designed For
Excel users who want to learn best practices for working with spreadsheets
Objectives
- 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
Preparation
None
Leader(s):
Leader Bios
Steve Yoss, K2 Enterprises
Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, 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.
Non-Member Price $459.00
Member Price $309.00