Excel Worksheets: Best Practices ON DEMAND

Overview

Excel worksheets and workbooks are commonly considered number crunching tools. The primary focus is getting data into a worksheet, performing a few calculations, and arriving at an answer as quickly as possible. However, this prevalent mindset ignores many of the real goals and needed controls over worksheets that make them valuable decision-making tools. This course will examine worksheet and workbook best practices for layout and design, including segregating data, assumption, and calculations as well as documenting data sources and key calculations using comments. The materials will also cover important worksheet audit and other tools that ensure accuracy such as data validation, error checking, and inputting passwords to protect cells, worksheets and workbooks. Step-by-step instruction with screenshots and an Excel practice file are provided to enhance the learning experience.

Highlights

Excel Worksheets Best Practices. Worksheet Layout. Worksheet Design.

Prerequisites

None.

Designed For

CPAs and other accounting, financial, and business professionals who want to learn how to create more effective worksheets in Excel.

Objectives

Recognize worksheet layout and design best practices, noting Excel features that promote data clarity. Identify the various Excel features that help audit worksheets and ensure calculation accuracy. Recognize the defining characteristics and usage of data validation tools, cell and worksheet protection, workbook protection, formula auditing tools, error checking, and tracking changes.

Preparation

None.

Notice

None.