Introduction to Excel ON DEMAND
Available Until
Your Desk
3.0 Credits
Member Price $87.00
Non-Member Price $100.00
Overview
Excel is one of the primary tools of the accountant. It is needed for many accounting activities, such as tracking the contents of accounts and conducting financial analyses. However, Excel is a massive program with hundreds of commands and quirky formatting options. In this course, we cover the basics of setting up and populating an Excel worksheet, as well as producing well-organized outputs. This course includes a look at Excel’s menu system, formatting, named styles, templates, and a variety of printing options.
Highlights
Worksheets and workbooks. Worksheet navigation. Shortcut menus. Creating a workbook. Worksheet data. Numeric formatting. Range names. Table functions. Workbook topics. Excel templates.
Prerequisites
None.
Designed For
CPAs, CFPs, CEOs, and other accounting professionals.
Objectives
Explain how the ribbon system works. Describe cells and ranges. Identify how keystrokes can replace the mouse to trigger menu commands. Specify where high-volume commands are located on the screen. Describe the different uses of a table within a worksheet. Explain the differences between the Autocomplete and Autofill functions. Describe how cell and range formatting can be accomplished. Identify the warnings used when column widths are too narrow, and more.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Steven Bragg, Western CPE
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.
Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).
Non-Member Price $100.00
Member Price $87.00