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)
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.*
Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel
- 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.
- Cell styles
- Workbook design principles
- Nested functions
- Selecting cells and objects
- organizing worksheets
Working knowledge of Excel
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