Excel: Yielding More through Templates and Forms 1 Credit
Learning mode
In a world as fast as this one, it is common to need a little help
to meet our goals. An intelligent way to organize and automate our daily tasks
is to use spreadsheets. Without a doubt, there is no better program than the
already veteran Microsoft Excel.
Excel spreadsheets
can be used in various projects, from planning your weekly tasks and tracking
your company expenses to creating automated budgets or databases. However,
Excel is not a simple program to use and is not wholly accessible to many. For
these types of situations, we have Excel templates. Rather than recreate the
wheel, we will save a lot of time utilizing pre-built spreadsheets that serve a
specific purpose.
In this excel CPE course,
we’ll dive into the benefits of Excel templates and how people use
them to improve their business productivity and efficiency.
Why Use Excel Templates?
Many of us grow up with special family dishes. Some families write
their recipes down, others are passed on verbally. Rather than ‘guess’ what
will taste good, we make use of what we already know people have spent
countless hours testing and designing.
The same principle applies to Excel templates. Countless hours are spent designing, testing, and refining formulas, instructions, and charts.
Why spend your precious time creating a business process from standardized
scratch?
You can get more done in less time using proven systems like
pre-built spreadsheets.
Through this Excel CPE Course, you will learn many benefits of using excel templates and how to use templates for many purposes such as:
Customize Your Excel Interactions with Excel User Forms!!
Microsoft Excel is a very powerful tool but doesn't always provide the most accessible approach to working with your data. Through the use of Excel User Forms, you'll be able to create a more accessible and efficient environment to work with your specialized data.
Excel forms, or User forms, can be used to collect information from a user, validate it, and then enter that data into your worksheet.
In this CPE webinar the speaker Juan Galvan will show you how to create a form in Excel that gathers data, then populates a table for tracking expenses.
If you want to specialize in Excel then click here to view our best course:Â Microsoft Excel Certification: The Complete Excel Essentials!
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Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Hi I’m Juan. I’ve been an Entrepreneur since grade school. My background is in the tech space from Digital Marketing, E commerce, Web Development to Programming. I’ve consulted and helped digital entrepreneurs and multiple seven figure businesses reach new levels of success. I’ve learned the strategies, philosophies, methodologies, principles and core values from the most successful people in the world. I believe in continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
CM
The VBA section is nothing I will ever use. I googled opening the VBA worksheet and was able to follow along. I won't be using this piece in my accounting world. The create a template was fantastic and I will use that all the time in my accounting and genealogy worlds.
FP
Detailed information, simplified and was very helpful. Thank you!
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