Self-Study On-Demand


8 CPE

Excel Tips, Tricks, and Techniques for Accountants [2025-2026]

Self-Study On-Demand
8 CPE

Learning Objectives

Upon completing this course, you should be able to: Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting Customize Excel's user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency, and create and use Templates to increase efficiency and productivity Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports

Major Topics

Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel

CPE Credits Available

8 CPE
4
Accounting&Auditing
4
General

Things to Know About This Course

Course Level

  • Intermediate

Provider

Western CPE

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