Identify situations in which various Excel features can increase productivity and apply each of these techniques in context, such as Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard and Paste Special.
Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats and Conditional Formatting.
Customize Excel's user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency and create and use Templates to increase efficiency and productivity.
Utilize various formula building tools to create formulas more efficiently and create various types of formulas, including formulas, to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations and formulas that contain circular references.
Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports.
Implement procedures for producing Excel-based reports, including adjusting print settings, using the Camera feature to create report forms and working with Custom Views to automate print settings.
CalCPA Education Foundation More With This Vendor
Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively.
Fundamental knowledge of Microsoft Office Excel 2007 or newer.
Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special.
Formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting.
Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency
Formula building tools.
Link data across multiple Excel worksheets and workbooks.