K2's Excel Best Practices 26-27

There are right and wrong ways to work with Excel. In this session, you will learn a series of best practices to help you create Excel workbooks ef...

9/3/2026 8:00am - 3:30pm  |  Online  |  CalCPA

Members: $329.00, Non-members: $439.00

CPE Categories: Specialized Knowledge & Applications (8 CPE)

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Description

There are right and wrong ways to work with Excel. In this session, you will learn a series of best practices to help you create Excel workbooks efficiently and effectively, including handling security issues, collaboration needs, and reporting options.

Course Objectives

• Distinguish critical spreadsheet design fundamentals

• Use Excel’s Table feature as a foundational component of spreadsheets

• Differentiate between the three different methods for consolidating data

• Apply four techniques for sharing an Excel workbook and collaborating with others

• Identify different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing

• Differentiate between multiple techniques for securing Excel data

Subjects

• 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 Excel