You Don't Know What You Don't Know About Excel 2024

Overview

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This course can help users who wish to improve their Excel skills to increase their productivity. The material starts by covering fundamental topics such as time-saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit significantly by taking this course.

Course Instructor: Karl W. Egnatoff

Highlights

Excel shortcuts and time savers
Working with templates, formats, styles and themes
Customizing and enhancing Excel
Protecting and securing workbooks
Formula building and the Excel function library

Prerequisites

An understanding of Excel conventions.

Designed For

CPAs, accountants and financial professionals.

Objectives

Recognize the many keyboard shortcuts that are available to save time and effort
Indicate how one would use Excel Templates, Styles, and Themes to add uniformity to workbooks they design or edit
Indicate how a user can design custom number and date formats to meet their specific needs
Recognize ways to add security to the workbooks, including workbook encryption and the use of sheet-level, range level and cell-level security features
Recognize formula-building conventions such as order of operation
Recall how to troubleshoot formulas that are not working properly
Recall how to work with functions in the Excel function library to create powerful formulas

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.