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

Best practices for creating dependable Excel workbooks for accountants, including workbook and worksheet management.

6/16/2025 8:00am - 10:00am  |  Online  |  AICPA

Members: $125.00, Non-members: $149.00

CPE Categories: Specialized Knowledge & Applications (2 CPE)


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.*

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