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

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Overview

Which Excel function is your go-to?
This session invites you to actively engage and practice with the instructor, exploring exercises demonstrated. In doing so, you’ll gain a firmer grasp of common Excel functionalities, including:

Data validation

Conditional formatting

Enhanced summing options

Skinny rows

Achieving proficiency in Excel features
Gaining proficiency in Excel means learning to design workbooks that are both functional and streamlined. The facilitator will lead you through an array of formatting skills, formula functions, and beyond as we expand upon foundational Excel knowledge with topics such as:

Managing data input for individual cells

Using conditional formatting to prevent errors

Enhancing productivity via the Subtotal feature

Ensuring total formulas refresh automatically

*Session 2 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 3: Workbook Design Principles and Organization] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-3--workbook-design-principles-and-organization) to further prepare to tackle real-world issues and build powerful workbooks.*

Objectives

Use data validation techniques that provide controls related to what can be typed into a cell.
Apply conditional formatting techniques that prevent errors and increase efficiency.
Use the subtotal function in place of the sum function to increase efficiency.
Use skinny rows to automatically update total formulas when data is entered at the end of the range.

Highlights

Data validation

Conditional formatting

Subtotal function

Reduce formula errors

Skinny row

Designed For

Accounting and finance professionals who’d like to improve their mastery of Microsoft Excel

Prerequisites

Working knowledge of Excel

Notice

You will receive an email from the AICPA with instructions to access the webinar.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Liam Bastickaicpa, AICPA

Leader Bios

Liam Bastickaicpa, AICPA

Liam Bastick FCA, FCMA Liam has over 30 years of experience in financial model development, auditing, valuations, M&A, strategy, training, and consultancy. He is the Managing Director of the boutique modelling firm, SumProduct, providing corporate finance modeming assistance, training, and consulting to clients worldwide. A regular author and editor of accounting, modelling, and Excel articles, Liam has written various books, including Excel Insights, Introduction to Financial Modelling, and Financial Modelling for Power BI. He is also an award-winning trainer, recognized 13 times as a Most Valuable Professional (MVP) in Excel by Microsoft, and appointed worldwide. He won the inaugural Lifetime Achievement Award for Financial Modelling (FMI) in 2021 and was a finalist for the Lifetime Achievement Award in MS Excel (2023) (GES).

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