Excel Worksheets: Best Practices FLEXCAST

Overview

This comprehensive course elevates the typical use of Excel from mere number crunching to an advanced tool for decision-making. Participants will benefit from a deep dive into best practices for worksheet layout and design, gaining skills to structure Excel sheets for clarity and efficiency. The course also covers key Excel features to ensure data integrity, such as data validation tools, cell and worksheet protection, and workbook protection, empowering users to maintain control over their data. Additionally, the instruction on formula auditing tools, error checking, and tracking changes will significantly enhance the accuracy and reliability of calculations. With detailed screenshots and an interactive Excel practice file, this course provides participants with practical skills to create well-organized, secure, and accurate Excel workbooks, enhancing their analytical capabilities and decision-making processes.

Highlights

Excel worksheets: best practices. Worksheet layout. Worksheet design.

Prerequisites

None.

Designed For

CPAs and other accounting, financial, and business professionals who want to learn how to create more effective worksheets in Excel.

Objectives

Recognize worksheet layout and design best practices, noting Excel features that promote data clarity. Identify the various Excel features that help audit worksheets and ensure calculation accuracy. Recognize the defining characteristics and usage of data validation tools, cell and worksheet protection, workbook protection, formula auditing tools, error checking, and tracking changes.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.