Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

Enhancing Excel workbook productivity This workshop covers organizing and managing worksheet information, offering hands-on participation alongsid...

4/22/2027 10:00am - 12:00pm  |  Online  |  AICPA

Members: $89.00, Non-members: $109.00

CPE Categories: Specialized Knowledge & Applications (2 CPE)

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Description

Enhancing Excel workbook productivity

This workshop covers organizing and managing worksheet information, offering hands-on participation alongside the instructor. Through the practical tasks, you will gain a comprehensive grasp of commonly utilized Excel functions such as:

- Hiding worksheets

- Inputting cells styles for users

- Organizing workbooks

Mastering Excel capabilities

Becoming proficient in Excel entails developing workbooks that are efficient and well-organized. The facilitator will guide you through mastering complex functions, selecting cells and objects, and organizing principles of workbook design. You'll enhance your basic understanding of Excel with topics including:

- Creating complex formulas with nested functions

- Applying techniques for group selection

*Session 3 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 4: Conditional Summing and Lookups] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-4--conditional-summing-and-lookups) to further prepare to tackle real-world issues and build powerful workbooks.*

Instructor: Liam Bastick

Target Audience

Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel

Course Objectives

· Determine when to hide worksheets to organize and control worksheet information from other users.

· Apply cell styles for efficient formatting.

· Apply workbook and worksheet organization techniques.

· Use nested functions to build formulas.

· Use selection group techniques on Excel cells and objects.

· Analyze design principles for organized and efficient Excel workbooks.

Subjects

· Cell styles

· Workbook design principles

· Nested functions

· Selecting cells and objects

· Organizing worksheets

Prerequisites

Working knowledge of Excel