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K2's Excel Best Practices

  • 06/12/2023
  • 9:00 AM - 4:30 PM
  • Webinar - K2



As spreadsheets evolve, so 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. Join us for this program to help you utilize Excel to its fullest potential.

Learning Objectives:

• 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 methods 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 different practices 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

Major Topics: 

• Best practices associated with creating Excel workbooks, including managing workbooks

• How to secure Excel workbooks

• Collaboration options and best practices in Excel

• Effective reporting techniques in Excel

CPE credit: Recommended for 8 hours of  Computer Software and Applications

Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer

Program level: Intermediate

Instructor: Steve Yoss

Who should attend:  Excel users who want to learn best practices for working with spreadsheets

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