2024 Excel Tips & Tricks for the Non-Accountant

Overview

You don’t need an accounting degree to harness the power of Microsoft Excel. This course shows how Excel makes sense beyond dollars and cents. We will focus on fundamental concepts for creating, editing, and utilizing Excel content. Participants will learn how to use Excel’s menus and other functions to craft Excel workbooks. Because this course is designed for newer users, we intentionally offer a broad overview of Excel’s numerous capabilities with in-depth coverage of selected resources tailored for non-accounting applications.

Highlights

• Understanding the workbook and worksheet environment
• Obtaining and utilizing data
• Editing and formatting
• The “Insert” Menu
• The “Page Layout” Menu
• The “View” Menu
• Selecting and using formulas
• Shortcuts and tricks

Prerequisites

None

Designed For

Designed for non-accounting personnel who have limited experience with Microsoft Excel. Accounting personnel and other experienced Excel users may also benefit from creative ideas and techniques.

Objectives

• Create an Excel workbook
• Enter, import, and utilize data
• Locate and utilize resources available within major Excel menus
• Edit and format worksheet contents
• Utilize selected formulas
• Recognize and implement best practices

Preparation

None

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).