Excel Best Practices
Full Day Course
As spreadsheets continue to evolve, so too must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.
Today’s best practices for Excel differ significantly from those used in the past and you will learn the best ways to work with Excel spreadsheets in this “must see” CPE program. Course materials include relevant examples to enhance your learning experience. Participate in this program to help ensure that you utilize Excel to its fullest potential.
This course covers features found in Excel versions 2010 and newer.
Today’s best practices for Excel differ significantly from those used in the past and you will learn the best ways to work with Excel spreadsheets in this “must see” CPE program. Course materials include relevant examples to enhance your learning experience. Participate in this program to help ensure that you utilize Excel to its fullest potential.
This course covers features found in Excel versions 2010 and newer.
Learning Objectives
Upon completing this course, you should be able to:
- List critical spreadsheet design fundamentals
- Identify techniques used to minimize data input errors
- Utilize Excel’s Table feature as a foundational component of spreadsheets
- Identify and implement three different techniques for consolidating data
- Utilize various Excel features, such as Go To Special to solve specific spreadsheet issues
- List and apply four techniques for sharing an Excel workbook and collaborating with others
- Implement various techniques for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
- Identify the advantages of working with Defined Names in Excel
- List and apply six techniques for securing Excel data
Course Information
- CPE credit: Recommended for 7 hours
- Instructional delivery method: This course will be taught in Excel for Office 365 with reference to the differences to Excel 2010 and subsequent. The program focuses on Excel for Windows and we encourage you to bring your windows laptop equipped with Excel 2010 or newer to follow along with the instructor.
- Prerequisites: Fundamental knowledge of Microsoft Office Excel 2010 or newer
- Program level: Intermediate
- Advance preparation: None
- Who should participate: Excel users who want to learn best practices for working with spreadsheets. The focus of this session is on Excel for Windows; however, many of the Excel features discussed are also available in Excel for Mac.