Events Search
  Summary & Check Out (0)
Monday, December 16, 2019 Webcast

Excel - Best Practices Before Final Save (X2-12662)

3:00 PM - 5:00 PM EST

Webcast


2 CPE Credits in CS

OVERVIEW

This Excel course will provide an overview of all the functionality that supports the formatting and printing of spreadsheets in Excel. Through the use of cell styles and conditional formatting, you will learn how to create spreadsheets that are visually appealing and understandable to a non-financial audience. Topics reviewed in this course include: printing multiple spreadsheets, embedding Excel ranges into Word documents, cell formatting, custom cell styles, conditional formatting options, Page Layout tab, print dialogue options, converting spreadsheets to PDF, and securing spreadsheets. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

DESIGNED FOR

Professionals who are Excel users and want to streamline the process of formatting and printing spreadsheets

BENEFITS

After completing this class you will have the ability to...

  • Format cells efficiently
  • Create custom cell styles
  • Set conditional formatting options
  • Use the Page Layout tab
  • Choose Print dialogue options
  • Print multiple spreadsheets
  • Embed Excel ranges into Word documents
  • Convert spreadsheets to PDF

HIGHLIGHTS

The major topics that will be covered in this class include:

  • Choose cell formatting options
  • Apply custom cell styles
  • Identify and understand the benefits of conditional formatting options
  • Navigate throughout the Page Layout tab
  • Utilize all of the print dialogue options
  • Tips and techniques for printing your spreadsheets efficiently
  • Best techniques to print multiple spreadsheets with a consistent format
  • Embed Excel ranges into Word documents to ensure your reports are complete and less prone to transposition errors
  • Utilize Adobe Acrobat conversion utility to transfer spreadsheets to PDF format

COURSE LEVEL

Intermediate

PREREQUISITES

Basic working knowledge of Excel features/functions.

ADVANCE PREPARATION

None

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

PRICING

$79.00 - Member

$79.00 - Nonmember

$0.00 - Student Member

$0.00 - CPA Candidate Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings
FIRST
    LAST