Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization
October 21, 2026
Webcast Replay
2 CPE Credits
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization
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.*
Learning 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.
Major Topics
Cell styles
Workbook design principles
Nested functions
Selecting cells and objects
Organizing worksheets
CPE Credits Available
2 CPE Credits
2
Specialized Knowledge
Things to Know About This Course
Course Level
Intermediate
Professional Area of Focus
Future Ready
Prerequisites
Working knowledge of Excel
Advanced Preparation
None
Intended Audience
Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel
