K2's Excel Best Practices (2021)
Gain an in-depth understanding of the best ways to work with Excel including creating, editing, securing and reporting on data.
Learn to evolve as spreadsheets do
As spreadsheets continue to evolve, so too must your practices for creating, editing, and auditing them.
In this program devised by K2 and presented by Tommy Stephens, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas:
1. Creating and editing Excel workbooks
2. Securing Excel workbooks
3. Collaborating with others in Excel
4. Reporting on data contained in Excel
Today’s best practices for Excel differ significantly from those used in the past and you will learn the best ways to work with Excel spreadsheets in this 'must have' CPE program, worth 8 hours of CPE study time.
Course materials include relevant examples to enhance your learning experience. Participate in this program to help ensure that you utilize Excel to its fullest potential.
This course covers features found in Excel versions 2010 and newer.
LEARNING OBJECTIVES
Upon completing this course, you should be able to:
COURSE INFORMATION
CPE credit: Recommended for 8 hours Computer Software and Applications
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2010 or newer
Program level: Intermediate
Advance preparation: None
Who should participate: Excel users who want to learn best practices for working with spreadsheets. The program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.
Course Instructor
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985.
Upon graduation, Tommy began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, he worked for BellSouth Corporation in Atlanta as an Internal Auditor.
After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Tommy also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.
Tommy left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, he provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses.
Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Tommy affiliated with K2 Enterprises and in 2007 he joined the firm as a partner.
To date, Tommy has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-four years, he has presented over 2,600 educational sessions to over 68,000 participants throughout the United States and Canada.
Presently, Tommy resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. He maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.
Education
B.S.B.A., Accounting – Auburn University
M.S., Finance – Georgia State University
Professional Certifications and Affiliations
Course Instructors and Trainers
K2 Excel Best Practices - course overview
K2 Excel Best Practices - Video 1
K2 Excel Best Practices - Video 2
F1 Through F5 Documenting your Workbook
F6 Through F11 Using Excel's Inquire Tool
F6 Through F11 Using Excel's Inquire Tool - Workbook Analysis
F8 Property Acquisition Source
F8 Project Management Source
F8 Pre Design Source
F8 Occupancy Source
F8 Design Fees Source
F8 Construction Costs Source
F8 Art Source
F12 through F13 Compare Files Version 1
F12 through F13 Compare Files Version 2
F14 Clean Excess Cell Formatting
F15 Managing Spreadsheet Assumptions
F16 Through F19 Easing Workbook Navigation
F20 Through F21 Testing for Errors with IF Statements
F22 Through F23 Trapping Errors With IFERROR
F24 Through F26 Planning for Data Expansion
F27 No demo file necessary
F28 Through F30 - No demo file necessary
F31 Through F33 Iterative Calculations
F35 Through F39 Data Tables
F40 Minimizing the Use of Volatile Functions
F41 Through F43 Calculation Timer Macros
F41 Through F43 Calculation Timer Macros - 64 Bit
F44 Removing Duplicated and Unnecessary Calculations
F45 Running Total Samples
F41 through F43 Calculation Timer Macros
F48 Through F50 Histogram Data
F51 Through F55 Flash Fill
F56 Through F58 Text to Columns
F59 Through F61 Selecting Cells with Formulas
F62 Viewing Formulas and Results
F63 Through F66 Tracing Precedents and Dependents
F67 Through F73 Error Checking and Watch Window
F74 Through F79 Creating Defined Names
F80 Through F81 Retrofitting a Worksheet with Defined Names
F82 Through F83 Storing Values as Defined Names
F84 Two Way Lookups With Defined Names
F85 Complex Formulas As Defined Names
F86 Through F87 Conditional Formatting to Identify Formulas
F88 Through F96 Data Validation Rule
F97 Conditional Formats and Blank Cells
F98 Through F101 Tables
F102 Through F103 SUBTOTAL and SUM
F104 SUBTOTAL vs SUM on Filtered Data
F105 Through F106 - No demo files necessary
F107 Encrypting With A Password
F108 Protecting A Worksheet
F109 Through F111 Limiting Access to Specific Ranges
F112 Protecting a Workbook for Structure
F113 Through F118 Adding a Digital Signature
F119 Through F121 Removing Metadata and Mark as Final
F122 No demo file necessary
F123 Co-Authoring
F124 Through F132 Shared Workbooks (NOT SHARED, NO HISTORY)
F124 Through F132 Shared Workbooks (SHARED WITH HISTORY)
F133 Co-authoring in Teams, SharePoint Online, and OneDrive
F134 Plus Plus Plus Formulas
F135 Using SUM Functions to Consolidate Data
F136 Through F138 Consolidate By Position
F139 Through F140 Consolidate By Category
F141 Through F146 Consolidating PivotTable
F147 Through F149 Custom Views
F150 Through F152 Linking Into Word and PowerPoint