Course Detail

Excel’s Best Practices for Building Spreadsheets


Excel is the accountant's tool of choice for analyzing and reporting financial data, yet most accountants have never received any formal Excel training. As a result, many accountants use time-consuming and error-prone processes to complete everyday tasks.

If you are an Excel user, regardless of your level of experience, and you have never taken a formal Excel training course for accountants, you need this course!

Sponsored by Navigant CU


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Major Topics 

·         Top 10 Excel Keyboard Shortcuts for Accountants and Financial professionals

·         Understanding Best-Formula Building Practices

·         Formatting Essentials to enhance your Spreadsheets

·         Master the mystery of Relative and Absolute Cell referencing in Formulas

·         Build Formulas quickly and easily with Excel’s Formula and Function tools

·         What's in a Name - using Range Names for easy references to cells

·         Create Charts in Excel that captivate audiences and communicate messages effectively





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    Upon completion of this course, participants will be able to:

    • Identify Tips and Techniques in Excel such as Freeze Panes, Split Windows, Using AutoCorrect, Selecting Cell Range Shortcuts, Paste Special and describe how to use each to increase productivity with Excel.
    • Describe Tools and Techniques for formatting in Excel, including Multiline Column Headings, The Accounting Format, Custom Date and Number Formats, and Conditional Formatting.
    • Explain Excel's formula building tools, including AutoCalculate, Absolute vs. Relative Cell References, Conditional Formulas and Applying Named Ranges in Formulas.
    • Describe how to Present Data Visually using Excel’s Charting features such as Applying Layouts and Styles, Moving and Sizing Charts, Editing Data and Configuring Chart Elements.


Working knowledge of Excel

Designed For:

Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

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