Menu

Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

Overview

Enhancing Excel workbook productivity

This workshop covers organizing and managing worksheet information, offering hands-on participation alongside the instructor. Through the practical tasks, you will gain a comprehensive grasp of commonly utilized Excel functions such as:

  • Hiding worksheets
  • Inputting cells styles for users
  • Organizing workbooks

    Mastering Excel capabilities
    Becoming proficient in Excel entails developing workbooks that are efficient and well-organized. The facilitator will guide you through mastering complex functions, selecting cells and objects, and organizing principles of workbook design. You'll enhance your basic understanding of Excel with topics including:
  • Creating complex formulas with nested functions
  • Applying techniques for group selection

    *Session 3 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 4: Conditional Summing and Lookups] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-4--conditional-summing-and-lookups) to further prepare to tackle real-world issues and build powerful workbooks.*

    Prerequisites

    Working knowledge of Excel

    Objectives

    • Determine when to hide worksheets to organize and control worksheet information from other users.
    • Apply cell styles for efficient formatting.
    • Apply workbook and worksheet organization techniques.
    • Use nested functions to build formulas.
    • Use selection group techniques on Excel cells and objects.
    • Analyze design principles for organized and efficient Excel workbooks.

    Highlights

  • Cell styles
  • Workbook design principles
  • Nested functions
  • Selecting cells and objects
  • Organizing worksheets

    Register Now

    Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

    • Event Code:

    4902578

    2 CPE Credits
    Specialized Knowledge and Applications: 2 Credits

    Registration

    Member Price:
    $125
    Non-member Price:
    $149

    Registration is open through 10/07.

    Tuesday, October 7th

    1:00pm to 3:00pm

    Add to Calendar

    Instructor

    Liam Bastick

    Related Courses

    AI Revolution: The Big Picture for CPAs

    October 6, 2025

    2 Credits
    Details
    Excel for Accounting Professionals Session 1: Tables and Named References

    October 6, 2025

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

    October 6, 2025

    2 Credits
    Details
    © 2025 Kentucky Society of Certified Public Accountants. All Rights Reserved. Contact Us