Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

Tuesday, July 16, 2024
Webcast or Webinar, Online
9:00 AM - 11:00AM (opens at 8:30 AM) EST
2Credits
Technical Business

Registration is Open

Members
$118.00 Regular Price
Non-Members
$142.00 Regular Price

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$40.00 Members / $56.00 Non-Members
Course Type: Webcast
Course Code: 24/AI532489
Level: Intermediate
Vendor: AICPA CPE Division
Field of Study: Specialized Knowledge

Overview:

Let us ask you a question. What function do you use most? Is it the SUM function? It shouldn't be - well, at least if efficiency is your goal. This session covers the function that sums better than the SUM function for accounting professionals. In addition, we review the data validation feature, which enables us to control what a user enters into a cell. We'll discuss the conditional formatting feature, which enables us to format a cell based on its value. Lastly, we'll conclude by reviewing a technique that addresses a major pitfall of Excel. The webcast is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you'll be completing the same exercises demonstrated by the instructor. A link will be provided, so you can download the necessary Excel files. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all the exercises in the practice workbook, and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.

Objectives:

  • Effectively use the data validation feature.
  • Format cells using the conditional formatting feature.
  • Explore better options for summing.
  • Effectively use skinny rows.

Prerequisites:

working knowledge of Excel