K2's Excel Best Practices 26-27

Overview

There are right and wrong ways to work with Excel. In this session, you will learn a series of best practices to help you create Excel workbooks efficiently and effectively, including handling security issues, collaboration needs, and reporting options.

Delivery Method: Individual webcast
CPE Credit: 8
Program Level: Intermediate

Highlights

• Best practices associated with creating Excel workbooks, including managing workbooks
• How to secure Excel workbooks
• Collaboration options and best practices in Excel
• Effective reporting techniques in Excel

Prerequisites

Fundamental knowledge of Microsoft Excel

Objectives

• Distinguish critical spreadsheet design fundamentals
• Use Excel's Table feature as a foundational component of spreadsheets
• Differentiate between the three different methods for consolidating data
• Apply four techniques for sharing an Excel workbook and collaborating with others
• Identify different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
• Differentiate between multiple techniques for securing Excel data

Preparation

None