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

Overview

Which Excel function is your go-to?
This session invites you to actively engage and practice with the instructor, exploring exercises demonstrated. In doing so, you'll gain a firmer grasp of common Excel functionalities, including:

  • Data validation
  • Conditional formatting
  • Enhanced summing options
  • Skinny rows

    Achieving proficiency in Excel features
    Gaining proficiency in Excel means learning to design workbooks that are both functional and streamlined. The facilitator will lead you through an array of formatting skills, formula functions, and beyond as we expand upon foundational Excel knowledge with topics such as:
  • Managing data input for individual cells
  • Using conditional formatting to prevent errors
  • Enhancing productivity via the Subtotal feature
  • Ensuring total formulas refresh automatically

    *Session 2 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 3: Workbook Design Principles and Organization] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-3--workbook-design-principles-and-organization) to further prepare to tackle real-world issues and build powerful workbooks.*

    Prerequisites

    Working knowledge of Excel

    Objectives

    • Use data validation techniques that provide controls related to what can be typed into a cell.
    • Apply conditional formatting techniques that prevent errors and increase efficiency.
    • Use the subtotal function in place of the sum function to increase efficiency.
    • Use skinny rows to automatically update total formulas when data is entered at the end of the range.

    Highlights

  • Data validation
  • Conditional formatting
  • Subtotal function
  • Reduce formula errors
  • Skinny row

    Register Now

    Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

    • Event Code:

    4902585

    2 CPE Credits
    Specialized Knowledge and Applications: 2 Credits

    Registration

    Member Price:
    $125
    Non-member Price:
    $149

    Registration is open through 10/06.

    Monday, October 6th

    3:00pm to 5:00pm

    Add to Calendar

    Instructor

    Liam Bastick

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