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Happy holidays! The WSCPA will be closed December 23-27th.

Need last-minute WBOA-required ethics credits? Check out this self-study program: Washington Ethics and New Developments with Mark Hugh 2024 - ON DEMAND

Excel - Advanced Formatting to Improve Your Spreadsheets WEBINAR

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2.0 Credits

Member Price $89.00

Non-Member Price $109.00

Overview

Learn to customize cell styles and how to use these styles in other workbooks. Most Excel users know how to select number formats but this class shows how to leverage the Custom Number Formatting option to create special formatting options. Many of the formatting options are applied manually, cell-by-cell or by range. This can be tedious if there is a condition by which you want to apply a format. You will learn to use Conditional Formatting to format based upon a criteria. Have you ever finalized a spreadsheet, only to accidently make changes over the top? This action is something that is very easy to do. This class demonstrates various options to prevent this from happening and will look at various security options within Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Highlights

Customizing cell formatting and cell styles. Using number and custom number formatting. Using Conditional Formatting to format cells based upon a defined criteria. Protecting a worksheet and workbook to prevent changes.

Prerequisites

Familiarity with formatting Excel spreadsheets.

Designed For

Anyone who uses Excel.

Objectives

Create custom cell styles that can be used in other Excel workbooks. Create custom number formatting that can be used to format the content of cells. Apply Conditional Formatting to cells where the format is based upon a defined criteria. Determine the best options to protect you workbook and worksheets.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Bryan Smith, CPA Crossings LLC

Bryan L. Smith, CPA, CITP, CISA is the co-founder of CPA Crossings in Rochester, MI. He is a CPA with a strong background in information technology and serves as a virtual CIO to CPA firms and professional organizations. He specializes in the planning and deployment of effective technology solutions. Bryan and John Higgins recently authored Ten Steps to a Digital Practice in the Cloud, which has been published by the AICPA. Bryan helps firm leaders understand the opportunities associated with deploying information technology to improve productivity, enhance client services, and increase profitability. He uses his extensive knowledge and experience to help CPAs bridge the gap between business and technology. He is a past chair of the Michigan Association of CPAs Information Technology Committee and the Leadership Committee.

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Non-Member Price $109.00

Member Price $89.00