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

Excel

Video

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

Speaker: Jeff Lenning, CPA, CITP

  • Format

    Video

  • Level

    Intermediate

  • Duration

    2 hours

This video covers the five workbook design principles that help you build reliable recurring-use workbooks, as well as workbook and worksheet organisation ideas.

Learning outcomes

  • Hide worksheets and keep extraneous information out of sight
  • Highlight input cells so users see which cells require manual entry
  • Organise workbooks and worksheets
  • Use nested functions

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Product information

Overview

This video covers the five workbook design principles that help you build reliable recurring-use workbooks, as well as workbook and worksheet organisation ideas.

It also discusses how and why and when to hide administrative worksheets.

Finally, it explores the importance of highlighting input cells, using selection groups, and building formulas with nested functions.

Topics discussed:

  • Five workbook design principles
  • Workbook and worksheet organisation strategies
  • Hiding administrative worksheets
  • Highlighting input cells
  • Selection groups
  • Building formulas with nested functions

Who should take this course?

  • Accounting and finance professionals

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study: Specialised knowledge & applications
Prerequisites:Working knowledge of Excel
Programme level:Intermediate
Duration:2 hours
Format:Video
Access:This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Speaker

  • Jeff Lenning, CPA, CITP

    Author of Excel University In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine.

    Highlights After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen's Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching.

    Professional Involvement He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.