Conditional Formatting

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Conditional formatting - Greater than

5 mins
Conditional formatting - Top 10

13 mins
Find conditional formatting

23 mins
Conditional formatting/Paste special

32 mins
conditional formatting - Decimal places

50 mins

Course Description

People have been using it for the last 30 years and throughout these years, it has been upgraded with more and more features. The best part about Excel is, it can apply to many business tasks, including statistics, finance, data management, forecasting, analysis, inventory, billing, and business intelligence.

But staring at Excel spreadsheets for hours on end can put a strain on accountants’ eyes. The good news is you don’t have to ramp up the font to a cartoonish size to get relief. Conditional formatting is a simple tool that allows you to visually highlight information based on a set of criteria and can be used in a variety of ways.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

In this online continuing education program following major topics are covered:

What is Conditional Formatting?
What are the Conditional Formatting Formulas?
How to become more PRODUCTIVE at using Excel which will SAVE YOU HOURS each Day & ELIMINATE STRESS at work?
How to work in Excel with ease by a much better presentation of data?

Learning Objectives

To discuss how to format cells using Top Bottom Rules, Highlight Cells, Data Bars, Colour Scales, and Icon sets.
To discuss how to format cells based on Excel formulas.
To determine how to highlight cells using Conditional Formatting
To discuss points regarding conditional formatting

Recommended For

The Online CPE webinar is recommended for CPAs, CMAs, CVAs, CEOs, CFOs, Business Owners, Accountants, CPA in Business, Tax Prepares and other professionals interested in learning conditional formatting in excel.

Who Should Attend?

Accountant
Certified Public Accountant (CPA)
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial CPA
Staff of Accounting Firm
Young CPA

Course Qualification

Webinar Qualifies For

1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
1 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
1 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
1 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit for CA - ICAEW
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for CPA - Ireland
1 CPD Credit for Chartered Certified Accountants (ACCA)
1 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
1 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
1 CPD Credit of Software and other process controls for Certified Information Technology Professionals (CITP)
1 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)
1 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01258-22-S)

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

David Ringstrom, CPA (US)

President, Excel Accountant

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Institute of Real Estate Managers
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

About Company

Excel Accountant

www.excel-accountant.com

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from Excel Accountant website.

40+ Courses
80+ hours of Interactive Videos
All CPE Approved Courses
Unlimited Access to the Entire Library
Exclusively designed for Accounting, Finance & Tax Professionals

Faq

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