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

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Overview

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.*

Highlights

Cell styles

Workbook design principles

Nested functions

Selecting cells and objects

Organizing worksheets

Prerequisites

Working knowledge of Excel

Designed For

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

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.