
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 10:00am - 5:30pm | Online | CalCPA
Members: $329.00, Non-members: $439.00
CPE Categories: Specialized Knowledge & Applications (8 CPE)
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.
• 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
• 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
Fundamental knowledge of Microsoft Excel
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