Webcast: K2's Excel Best Practices (XKEBP117)
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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.

8/2/2017
When: 08/02/2017
8:30 AM until 4:30 PM
Where: Webcast
K2 Enterprises
United States
Presenter: Brian Tankersley


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Acronym XKEBP117
CPE 8 hours
Vendor K2 Enterprises
Category
Management
Level Intermediate
Prerequisite Fundamental knowledge of Microsoft Excel 2007 or newer
Adv Prep None
Yellow Book? No
Designed for Excel users who want to learn best practices for working with spreadsheets
Registration
Member $199
CPA Non-Member $299

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

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.

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 techniques 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 various techniques 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

Topics

  • Designing and constructing spreadsheets
  • Improving spreadsheet performance
  • Creating, auditing, and verifying formulas
  • Securing Excel data and workbooks
  • Collaborating and sharing in Excel
  • Reporting and communicating with Excel