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Excel - Advanced Formatting to Improve Your Spreadsheets (Z2-313)

100 Minutes
On demand - Video

On Demand - Video

2 CPE Credits in SK

OVERVIEW

In the "Excel - Formatting Spreadsheets for Beginners" class, you learned basic formatting of a spreadsheet. In this class, we take you to the next level by teaching you how to customize many of the formatting options. Learn to customize cell styles and how to use these styles in other workbooks. Most Excel users know how to select number formats but this class shows how to leverage the Custom Number Formatting option to create special formatting options. Many of the formatting options are applied manually, cell-by-cell or by range. This can be tedious if there is a condition by which you want to apply a format. You will learn to use Conditional Formatting to format based upon a criteria. Have you ever finalized a spreadsheet, only to accidently make changes over the top? This action is something that is very easy to do. This class demonstrates various options to prevent this from happening and will look at various security options within Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

BENEFITS

  • Customizing cell formatting and cell styles
  • Using number and custom number formatting
  • Using Conditional Formatting to format cells based upon a defined criteria
  • Protecting a worksheet and workbook to prevent changes

HIGHLIGHTS

  • Create custom cell styles that can be used in other Excel workbooks
  • Create custom number formatting that can be used to format the content of cells
  • Apply Conditional Formatting to cells where the format is based upon a defined criteria
  • Determine the best options to protect you workbook and worksheets

COURSE LEVEL

Intermediate

PREREQUISITES

Excel - Formatting Spreadsheets for Beginners

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

$58.00 - Member

$78.00 - Nonmember

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

CPA Crossings