K2's Excel Best Practices
Course Information
8
CPE Credits
8-Hour Course
Computer Software and Applications (8 Credits)
Fundamental Knowledge of Excel 2013 and Newer
Prerequisites
Intermediate
Program Level
No
Preparation
Course Information
8
CPE Credits
8-Hour Course
Computer Software and Applications (8 Credits)
Fundamental Knowledge of Excel 2013 and Newer
Prerequisites
Intermediate
Program Level
No
Preparation
Major Topics
Small businesses have unique and specific technology needs, including those around remote access. Whether team members need remote access to desktops, data, voice services, instant messaging, or Cloud-based services, sometimes the list of available options can be overwhelming!
In this course, you will learn about practical solutions for facilitating remote access in small businesses. Among other items, included in this program is a detailed review of various solutions to provide remote access to a desktop, how to work securely from remote locations, key considerations when selecting Cloud-based solutions, and how to facilitate communication and collaboration in remote environments.
Course Description
As spreadsheets continue to evolve, so 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.
Learning Objectives
Upon completing this course, you should be able to:
- 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
Who is the course for?
Excel users who want to learn best practices for working with spreadsheets.
Instructional Delivery Method
Group-live demonstration and discussion – laptop friendly, with access to demonstration files. This program focuses on Excel for Windows (2013 and newer, including Microsoft 365/Office 365), but many of the features can be found in Excel for Mac.
What People are Saying
More Courses
Looking for Other Excel-Focused Learning Options?
Consider the Following Seminars Available from K2 Enterprises
K2's Advanced Excel
K2's Advanced Excel
Accounting (4 Credits)
Computer Software and Applications (4 Credits)
K2's Budgeting and Forecasting Tools and Techniques
K2's Budgeting and Forecasting Tools and Techniques
Accounting (4 Credits)
Computer Software and Applications (4 Credits)
K2's Excel Boot Camp
K2's Excel Boot Camp
Computer Software and Applications (16 Credits)
K2’s Excel Charting and Visualizations
K2’s Excel Charting and Visualizations
Computer Software and Applications (4 Credits)
K2’s Excel Essentials for Staff Accountants
K2’s Excel Essentials for Staff Accountants
Computer Software and Applications (8 Credits)
K2’s Excel PivotTables for Accountants
K2’s Excel PivotTables for Accountants
Accounting (4 Credits)
Computer Software and Applications (4 Credits)
K2’s Excel Tips, Tricks, and Techniques for Accountants
K2’s Excel Tips, Tricks, and Techniques for Accountants
Accounting (4 Credits)
Computer Software and Applications (4 Credits)
K2’s Introduction to Excel Macros
K2’s Introduction to Excel Macros
Computer Software and Applications (4 Credits)
K2’s Mastering Advanced Excel Functions
K2’s Mastering Advanced Excel Functions
Computer Software and Applications (4 Credits)
K2’s Next Generation Excel Reporting
K2’s Next Generation Excel Reporting
Accounting (8 Credits)
K2’s Testing and Auditing Excel Workbooks
K2’s Testing and Auditing Excel Workbooks
Information Technology (4 Credits)