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K2's Top Excel Tips and Tricks - On Demand (2 CPD Hours)

K2's Top Excel Tips and Tricks - On Demand (2 CPD Hours)

Course Description

Even in the newest versions of Excel, many time-tested, tried-and-true tips and tricks continue to provide great value to Excel users. This session will cover some of the top Excel tips and tricks based on twenty-five years of delivering continuing education to accountants and business professionals. Some of the tips covered include enabling global rounding to avoid the "one-cent" rounding error in Excel, using the Camera to create dynamic reports from multiple ranges, and using Data Validation to automate data entry and reduce error rates. Whether you are a new or experienced Excel user, don't miss this opportunity to improve your spreadsheet skills.

Major Topics

  • Improving worksheet accuracy with global rounding
  • Using AutoCorrect and Data Validation effectively
  • Producing reports in less time and with less effort
  • Pasting Excel ranges into Word without losing formatting
  • Identifying cells and ranges with formulas or other specific characteristics

Learning Objectives

Upon completing this course, you should be able to:

  • Describe how to use global rounding to eliminate rounding errors in Excel and eliminate positive and negative zeroes in worksheet reports
  • Explain the impact of the accounting format on underlines and cell alignment
  • Use the Camera to create dynamic reports from worksheet snippets and to paste Excel data into Word documents
  • Describe Data Validation and how to use it to automate data entry and reduce errors
  • Employ sum-through formulas more effectively using the SUM function rather than using an arithmetic formula

Who Should Attend: Accounting and financial professionals who want to use Excel more effectively and efficiently

Course Level: Intermediate

CPE Credits: 2 Hours Computer Software and Applications  

Prerequisites: Good working knowledge of Excel

Advance Preparation: None

Instructional Delivery Method: QAS on-demand learning, including review and final exam questions. To earn credit, participants must pass the final exam with a score of 70% or better within one year of registering for this course. Participants may attempt take the final exam up to 10 times.