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

Tuesday, June 9 11:00am - 1:00pm

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2 Credits

Member Price $99.00

Non-Member Price $119.00

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.

Highlights

Data Validation and Formatting

Prerequisites

Working knowledge of Excel

Objectives

Upon completion of this webcast, you will be able to: Effectively use the data validation feature. Format cells using the conditional formatting feature. Explore better options for summing. Effectively use skinny rows.

Preparation

NONE

Notice

NONE

Leader(s):

Leaders

Jeff Lenning

Jeff Lenning, CPA, CITP Click Consulting / Seal Beach, CA

Jeff Lenning, author of Excel University, is an award-winning Excel instructor who has provided continuing education to thousands of CPAs nationwide over the past 10 years.

He is a Microsoft Certified Excel Expert, and his Excel articles have been featured in trade publications such as the Journal of Accountancy and California CPA.

He is a former chair of the California CPA State Technology Committee, and has held a variety of other leadership positions within his local CalCPA chapter.

He worked at Arthur Andersen, Gateway computers, and Interpore Cross International. In 2000, he started Click Consulting, a technology consulting firm.

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Non-Member Price $119.00

Member Price $99.00