1 CPE Microsoft Excel’s greatest strength—flexibility—is also its greatest weakness. This Excel course for new and even the most skilled Microsoft Excel users demonstrates how to build structure and consistency into your spreadsheets to maximize accuracy and minimize errors. We also explain the five key questions that you need to keep in mind when constructing your spreadsheets for external review.
We review the methods and best practices for building a structural foundation for your spreadsheets, and provide a downloadable template file which you can adapt to your own style as you develop it. We cover:
- Why structure matters
- Creating a structural foundation for consistent spreadsheets
- Constructing spreadsheets that meet three main goals using key five questions
- Tips for using calculation and functionality to maximize accuracy and minimize errors
Learning Objectives
- Design and Implement a consistent formatting and structural approach to your spreadsheets
- Structure calculations and utilize Excel functionality to maximize accuracy and minimize time required to error check
- Adopt core Excel rules of efficiency and error checking
Last updated/reviewed: August 5, 2023
40 Reviews (106 ratings)
Reviews
Anonymous
(Senior Auditor)
The course provides an excellent in depth overview of constructing and organizing an excel spreadsheet, including providing goals to achieve, the different excel user groups, and providing various tips to make excel easier to use and communicate. In addition, the instructor works with illustrations as you go to give you a hands on learning experience.
Ara Toroyan
(Director - Financial Planning & Proc.. at NCCI Holdings, Inc.)
Very good for beginner to intermediate Excel users. As an advanced Excel user with 20+ years of experience I found a couple of solid suggestions to improve my practices and I agree with 90% of what Simon says in this presentation.
Holly Beimler
(Capital Projects & Investment Manage.. at Tacoma Power)
This is a very useful course! The tips and suggestions to make spreadsheets more readable and usable are huge. They seem like they should be obvious, but as I haven't used them in my existing spreadsheets - they aren't. Thanks!
Robert Cheseman
(Accountant at Charter Communications)
Good overview of excel fundamentals and the reasoning behind his thinking. My only complaint is that I wanted to learn more about the keyboard shortcuts but I understand that it is beyond the scope of this course.
Norman West
(Financial Manager at Lockheed Martin)
These are some fundamental concepts, but a good reminder. Although it is more work up front, consistently using these concepts when setting up Excel workbooks would save a lot of time in the long run.
Jennifer Lane
( at AirTeam1)
Excellent way to keep a spreadsheet organized. As a basic user I appreciated all the information presented. Even if some of it I won't be using.
David C Williams
(Founder at Explorer Holdings, LLC)
Even though the content is essentially basic, the ideas Simon puts forth are applicable to Excel users of all experience levels.
Anonymous
(Insurance Broker)
I would have been better able to understand this lesson had I had to follow along by filling out an corresponding excel file.
Anonymous
(Sr AP Specialist)
This was a little slow to follow. Good information otherwise. Good steps and tips to eliminate errors and time wasting.
Anonymous
(Owner)
More great Excel advice I will put to use. I wish I had all this exposure to Excel years ago and had been using it.
Anonymous
(Unemployed)
This is one that I plan on going over and over in the future. There are tips and examples. Very good coverage.
Anonymous
(Sr. Accountant)
Some good takeaways. I particularly like the idea of housing specific structural elements on different tabs.
Anonymous
(Office Manager)
Some great information but some of it assumes knowledge by the student of other excel functions.
Anonymous
(Accountant)
Well described examples with a lot of details. Very useful course in the dat to day work
Anonymous
(Controller)
I liked the structured approach to setting up spreadsheets and to formatting elements.
Anonymous
(Internal Audit Manager)
Great presentation with some really solid tips that I plan on using going forward.
Anonymous
(Accountant)
Course was very informative. I will use approach to create effective spreadsheets.
John Sims
( at JRS Agency)
Great class, wish you would slow down on showing where some of the functions live.
Anonymous
()
Very useful overview of structuring Excel files and some helpful functional tips.
Anonymous
()
Good concepts on building spreadsheets and keeping the integrity of spreadsheets.
Anonymous
(Owner)
I needed to first go back and grab 1 or 2 theories to remember about Vlookups.
Jaclyn DiCostanzi
(Admin at Kuehne Company)
I like how the course got straight to the point and simplified the examples.
Anonymous
(VP, Finance)
Good course for learning how to develop structure into your spreadsheets.
Anonymous
(Senior Accountant)
Excellent tips and tricks to help with presentation and efficiency.
Sergey Bulychev
(internal auditor at Transneft Finance LLC)
Для общего развития курс не помешает
Anonymous
(Compliance Manager)
interesting content, very informative. good points and suggestions
Heidi Khalsa
(Staff Consultant at EKS&H)
There were many good tips for improving Excel Worksheets.
Chris Grimes
(Rules Master at Cisco)
Very useful tips on for preparing spreadsheets in Excel.
Anonymous
(Process Analyst)
The saving features part of this course, very helpful.
Anonymous
(Finance Manager)
Quite a few helpful tips in an hour - very worthwhile.
Anonymous
(Property Accounting Manager)
Enjoyed learning on how to build quality spreadsheets.
Anonymous
(-Accountant)
Great tips to use. The power of excel is amazing.
Sharon Vincent
(CFO at MJC Electronics Corporation)
Very easy to follow and course went by quickly.
Anonymous
()
Ctrl + ~ is a very helpful tip for reviewers.
Candace Oliver
(Independent Consultant at C Oliver)
excellent course on a much needed topic
Christopher Thomson
(Supply Chain Analyst at Intuit Ltd)
Some excellent advice in this course.
Anonymous
(CFO)
Very dry, but the material is good.
Shelly Woods
(Market Controller at KTXS News)
Learned a few good tips
Anonymous
(cfo - consultant)
Good info.
Anonymous
(Senior Accountant)
Very good.
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Simon TurnerConsultant CFO
About Illumeo
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- Email: info@illumeo.com
- Phone: 408-400-3993
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