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Excel Training: Skills for Better Workbook Design 1 CPE


Course Duration: 1 Hours
Course Rating:
Course Enrollments: 2252 Enrolled
Mode of Delivery: on_demand
Course Level: Basic
Study Area: Computer Software & Applications

Microsoft Excel is considered one of the most useful tools in the workplace. However, if Excel is used incorrectly, it can seriously drag down productivity. This course guides you through shortcuts and functions to enable you design better workbooks. You'll learn:

Better Summing

What function do you use the most? Is it the SUM function? It probably shouldn't be. This online Excel class explores better summing. The Excel lesson examines a summing function that is preferred to the SUM function.

Skinny Row

The skinny row technique helps improve the reliability and efficiency of recurring-use workbooks. It helps avoid the errors that can sometimes result from inserting new rows of data between the last data row and the formula row.

Hide Worksheets

This online Excel class demonstrates how to hide worksheets in order to prevent users from viewing extraneous information.

Highlight Input Cells

Highlighting input cells improves efficiency and reduces errors. This online Excel class reviews highlighting input cells and the advantages of using cell styles rather than manual cell formatting.

Workbook Organization

Did you know that the way we organize our workbooks can impact our efficiency? This online Excel course discusses key ideas to consider when building and organizing Excel workbooks.

Worksheet Organization

Organizing worksheets is a skill needed to maximize efficiency, especially in recurring-use workbooks. This online Excel class walks through many worksheet organization ideas and concepts.

Nested Functions

Nested functions are an absolutely fundamental and critical skill in Excel, and they enable us to write comprehensive and beautiful formulas. This online Excel course walks through the basic idea of nested functions.

Selection Groups

This online Excel class discusses the performance boost that can be achieved when you group select items first, and then perform a command one time to all items in the group.

Workbook Design Principles

This online Excel class reviews 5 critical workbook design principles. This lesson covers the concepts to keep in mind as you build workbooks in order to maximize efficiency in recurring-use workbooks.

Prerequisites

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.

Learning Objective
  • Explore alternatives to the SUM function
  • Be able to hide and unhide worksheets
  • Improve your workbook organization for better, faster use
  • Demonstrate the basics of nested functions
  • Demonstrate better workbook design

Last updated/reviewed: March 17, 2024

(241) Reviews

(99 rating)
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steven.lawrence

The presenter keeps a quick pace for this interesting subject and has a bullet point list on screen to make it easy to go back and find any part of the presentation.

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kenneth.hopkins_1

This was a good review of the Control Environment. It provided great explanations and examples.

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gene.cenotto

The course did a nice job and explained important, relevant information in a manageable and easy-to- digest manner.

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scott.thompson

I would have liked a video with an explanation with examples. Also, I don't see an explanation of how an applicant is defined. Otherwise a helpful course.

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kathleen.varas

Good review of less traditional balance sheet accounts and accounting.

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arvydas.tenenis

Ethical issues are sometimes downrated, what is not correct. Great presentation.

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brenda_abraham

Great refresher with good exercises and commentary

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showalcd

Virginia ethics course, it's required for CPAs and this format works

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s-schlotter

I found the course to be very high level and basic. The content covered material that would be found in a principles or intermediate accounting class. The references to using manual or paper ledgers seems outdated.

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lindsay.elizondo

Love Blair's webinars! Definitely wish there were more available on Illumeo. He is one of my facotire presenters!

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robert.workman

Honestly, I got more out of watching Ted Talks and YouTube videos ...

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mwinncpa85

I especially appreciated the David Foster Wallace commencement speech at the end.

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kamran.jafri

On often overlooked topic for those in the non-IT/cybersecurity sector. Great overview on important topics on handling and preventing security threats.

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brian.johnson_2

Interesting and informative course with relevant information to understand the controllership function. Easy to follow and understand.

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tsimkiss

Direct, easy to understand slides and notes make this a valuable course.

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finn

Thank you for providing an informative opportunity to complete my ethics cpe requirement.

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barisarslan

Excellent! This will lead better comunication. White spaces are realy an important.

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rachael

Good material and overview of SAAS metrics. Sound was a little low could be increased but otherwise good

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roxanne.whittum

This was an informative primer on IT General Controls and was easy to understand.

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emilie.mccutcheon

Helpful information about automating reports in Excel. Recommend.

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william.barnes

Great deal of practical solutions to enhancing executive presence. Solid examples by the instructors.

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taylor.aschliman

Informative course that opened my mind up to pricing strategy.

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alison.pritchard

Great course, thank you for passing along your excel knowledge. I enjoyed the short, but thorough courses on how to really utilize the workbook.

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radhesh.pradhan

Amazing explanation. Very clear articulation.

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kerry.plemmons

Very good information given in this course, and given in a way that was very informative, not too wordy, and easy to understand.

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mucio.batista_1

Another amazing course of the spreadsheet Jedi Lenny Wu. Thanks for sharing your valuable knowledge!

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richard.dodson

The session flowed quickly, and smoothly. The supporting documentation is a keeper.

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sharon.vincent

Very straight-forward explaination which made the lecture easy to follow.

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marquis.huntsman

Great content! Lots of takeaways that can be applied immediately.

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robert.godfrey

It was great to review and/or learn anew these important topics.

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mike.mcferrin

Very well done explaining job costs. I have been in manufacturing for 30+ years and highly recommend this to anyone just entering this sector.

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qian.zhong

Generally good advices and I hope the course can add more real life examples to support the theoretical system.

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nancy.macha

This course does not provide reference slides. It is also outdated with most information based on 2017-2018 tax years. Lastly, the final exam is riddled with typos, which makes the questions confusing.

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amarotta

I liked the case study examples. Otherwise the material is very dry.

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stephanie.doenges

Good written material and fair questions on the exam.

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samuel.narotsky

Very useful as a practical guide and as a historical perspective (I was very involved with SOX work from the beginning until 2011, when my employer got bought by a European company).

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kevin_.vanloo

Excellent way of presenting the course in an effective way

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yelena.rye-kirova

I really enjoyed this course, examples were practical and realistic.

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numeriano_.de_la_cruz_jr

The course is great for refreshing the skills in Pivot Tables. It is very informative and detailed. The presenter discusses the topic in a step-by-step procedure making it very clear and easy to understand.

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rhonda.unthank

Excellent course lead by an effective instructor. Great content.

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cj_kitzer

I love this XL guy. He's got great slides and always takes the time to explain them properly.

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daria.westveer_1

Excellent course. Lynn is one of my favorite authors here, she is very clear and easy to understand. Her webinars provide great examples and explanations. She is very knowledgable and provides useful information. The course covers important issues, and it gives a good base on how to approach ethics in the business environment.

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leslie.harding-ide

The instructor makes the material easy to understand and remember.

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kimberly.helmus

Insightful commentary with real world, attainable, objectives

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michelle.mazepa

The hands-on application of regression analysis, though simplified, was helpful in understanding how to interpret the results

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chantell.haines_1

I really appreciate this course and its help in career growth and overall help in gaining knowledge in who we are, who we want to be and what our passions are.

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kurt.letain_2

Ethics must be 'top of mind' for all employees. This course provides guidance to help make this so.

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sheilah.mcbrown

Helpful information on those pesky error messages that we tend to live with rather than fix.

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paul.whatley

This course provides a good overall view of what composes ethics and what influences it within an organization

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rebecca.grimmer

Really helpful to see the side-by-side presentation with Formula based reports vs Pivot table reports

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peter.abader

great course for definitions and basic understanding of forensic accounting

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mei.ren

great class, easy to use, material presented well, very organized, key points listed for every subject

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drh105

Very nice - I like the course and the image of the flat file...as it is probably similar to what a lot of people are seeing.

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da-chin.lin

It is a very good course. I strongly recommend. It shows what CPAs need to know in business. Easy to understand.

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bill.clark

Very good detailed summary of all aspects of the new COSO framework.

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chgrimes

Good discussion on recognizing revenue under the new revenue standard.

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donald.heley

I would have liked to have more examples of different kinds of leases.

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ellen.hynes

Appreciate the thorough review, especially the foray into graphics.

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eustunda

I thought Erik did a good job of covering the basics of the statement of cash flows in a short amount of time, but I wish that the final exam had been a better test of the viewer's knowledge. The questions were very basic and I would've much preferred being given a balance sheet/income statement and forced to construct a statement of cash flows that way. Still, I thought the instruction throughout was clear and the layout of the course made sense.

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zarksis.italia

Excellent course for ratio analysis, very well presented

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shirley.bailey

Comprehensive overview with detailed steps to a good fraud mitigation program. Instructor laid out what was to be covered and then covered it.

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jacob.rothman

Good job logically laying this out. The use of video to demonstrate the technique was excellent. The instructor would be easier to listen to if he didn't end every sentance with "right?"

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declanharte

If I could have given 6 stars, it mightn't have been enough. He provided a very practical roadway to finance excellence. Great enthusiastic and knowledgeable presenter.

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ivanomak

Great instructor and delivery. Enjoyed the material and all examples.

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crobertson_1

Course materials would be more effective with powerpoint slides. Course duration could be shortened to 1 hour.

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rstreets

Good overview of ethics with current examples and very actionable suggestions that can be implemented in most organizations.

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dawn.takemoto

This course is very helpful for the intermediate excel user that would like to be more efficient in excel.

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becky.williams

The training was well organized and was probably the best Ethics course i have taken.

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ynisimur

Thank you very much. very good introduction to new revenue recognition. next time I hope to have more examples.

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pablo.montiel

Excellent course!! Definitely one of the best offers for it value and how is explained each of these courses.

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amy.dyer

Good topic.

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vaychan.hallman

Learned some very useful tips

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jdicostanzi

Helpful

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william.doherty

Excellent summary of SEC reporting. Highly recommend to reinforce current understanding

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john.noble

Lots of great ideas for someone who is good at Excel but wants guidance on automated dashboard reporting.

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brian.bleifeld

Awesome

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thereneestanley

This was a good refresher course on CVP

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terri.salazar-rodriguez

Slides very helpful. Information very thorough.

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skyler.jones

This course is great for anyone looking to build a foundation on basics of workbook design.

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fay.chen

Very informative!

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jedevera

It's an interesting subject especially for young professionals. The exam was quite a challenge.

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sivavn6

Excellent, great summary

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john.banchy

Do not want to go into upper management.

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neal.cezat

I would have given a much higher rating if this course showed some actual examples, but there were none.

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jeanette.risby-bell_1

Some excellent tips in this course

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swoods_1

Very helpful

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kenneth.lopez

Great simple explanation of concepts on worksheet design.

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cheryl.honeycutt

Good information. Would like to have more detail on slides so that can use later when setting up spreadsheets.

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efradela

Great learning

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vahe.hovakimian

pretty good course, a little dry for my taste

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musantos

Very informative.

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ccatapang

Great and informative course! Thanks

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joseph.szczepaniak

Kind of slow moving

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libby.antognoli_1

The detailed explanation followed by an example helps to understand and learn the material.

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sabine_.d'amico

liked the convenience; it was good information

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alexander.makielski

Nice

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jfugere

Very thorough and insightful.

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beth.brooks

Great course. The features chosen to discuss are especially useful.

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msalas16

.

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james.landrum

Very useful.

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ms.gwenjohnson

Excellent course

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van.dinh

Great course, great instructor

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rachel.jurgens2

Good overview.

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ryan.eppehimer

The exam answer choices should be rephrased

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james.houpe

Excellent refresher course.

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susan.mccarthy

Lots of information.

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gerrie.dean

Good

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natasha.blackshear

I would like to know what I got right and wrong on the exam.

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malkossak

Excellent!

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michael.collins

Now I use the sub total function.

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jjensen_2

Very helpful

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geoff.bosley

Great course!

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angela.cavin

Great class will implement the information on subtotal tomorrow will look for more of these

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april.jenkins

interesting info

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cmangas

Great course. Makes you think. Very well taught.

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frankbry

Very comprehensive approach in a condensed session. Attachments and supporting documents were very helpful and a valuable tool to use in applying the concepts. Matt was very energetic and enthusiastic as an instructor.

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daniel.paldino

Good course!

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jcoleman

I appreciated that the course talked about CPAs in business not just in public accounting.

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mike.morse

What about online identity theft companies? What do they do and are there worth the money? What are the steps to take if you have your identity stolen?

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rause

Very helpful. Learned many new techniques for building reports.

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sandi.leshenko

Some helpful pointers in time management.

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robbinsj

I liked that I learned something

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sherry.maestas

Good course but needs to be updated for 2015-2016 changes.

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zulfiqar.haider

Quick guide to organise and stop distractions

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jojelyn.cabulera

Effective information that can be used in the workplace.

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amanda.witte

More information on analytics to identify misuse.

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jerry.aversa

Basic tips but useful

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scott.ellis

This course provided a basic presentation of the closing process and journal entries. The instructor showed clear examples of how to close out the financial statements and the reasons you make the entries. Nice beginner course.

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rob.harding_1

Great course. My favorite part was having the first 4 steps of the change management process described as "thawing the organization for change". Lots of practical ideas for how to improve the close process. This course would benefit finance leaders, managers, process owners, and change managers.

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mary.claycomb

Great speaker, very informative.

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py2wong

Great tips!

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crystal.epps

I truly enjoyed the review, it included advance and basic information where anyone from any point could gain some new information and follow along.

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haley.gismondi

Helpful

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jacshir59

This was a very well organized training of excel. I use excel all the time but I leaned a few tricks and found out why I should be using others. Great!

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paul.bianco

Informative class.

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mdejesus

The training is easy to understand because jargon are limited by the trainer.

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peter.kotsifas

One of the best Illumeo classes I've taken.

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connorw

The video is outdated should follow the format of some of the more recent excel courses that have been uploaded to illumeo. Slides for a video is not very effective and hard to follow. The live feed of where the instructor's cursor was from other videos is much more effective.

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amiles

very clear

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hossam_elsherief

Excellent course

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daniel.miller_2

Enjoyed it.

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laura.lemons

excellent information. easy to follow.

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davidtahan

Liked the comparing and contrasting with the multiple versions of Excel

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john.molner

Barry needs more energy. What he says is really interesting. But his monotone presentation even had him yawning (I actually heard him yawn twice). The exam (CPE for me) was unpleasant as well. Maybe that was the intent.

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david.mellinger

good tips

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liliane_siv

Great tips, love the instructor very clear explanantions and examples

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annie.harris

good reminders and tips for macros

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wanda.richardson

Very detailed and easy to follow.

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craig.ward_1

Excellent overview about risks and things to look into.

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idepina

Enthusiastic and clear instruction. Some of the data tested in quiz was not covered during instruction.

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cheryl.somers

Great course!

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stacy.anderson

Very good tips

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cillo_58

Very informative information

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alexandra_1

Great tools to improve efficiency when using Excel. The skinny row is a great example of this, and has so many applications!

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douglas.ronald

Good!

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osmundsen

Great course!

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anita.cutting

It was a great review. Hope to hear more from this instructor.

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jeanne_.jaques

Good overview of basic accounting principles

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xiaochun.wang

Its great. Will ook into more classes like this.

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matthew.jones

Well written. Powerpoint needs polishing.

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kevin.moschella

A bit dry but did have some useful material.

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joanne.pasqualini

very clear and easy to understand.

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diane.marie.olsen

I really enjoyed this course and learned a lot of new Excel tips! The excel worksheets were good to do along with the video. The quiz and final exam were not really related to the course material, but the questions weren't that difficult if you know how Excel works. I really enjoyed this course, and I have already implemented these tips into my daily work.

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emanenkoff

Spent too much time on simple functions like EOMonth (the worst function ever).

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dan.burkart

Several points I did not know

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bill.kirkpatrick

Some very helpful tricks and tips

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monique.simpson

Good course. Informative and interesting.

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lashona.daniels

I liked the Subtotal and Skinny Row function

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david_buckel

Good pace and content. Hate to say it, but Blair's voice was a bit high pitched.

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kaitlin_shimizu

Easy, useful tips for excel workbooks - anyone building workbooks could use this course.

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ruijie74

Good class, very useful

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matthew.reilly

Good background on SEC

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matt.rank

excellent refresher

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vogtr4271

Good material but monotone delivery makes it difficult to focus.

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jennifer.feeney

easy to understand, difficult to hear on certain ear buds

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jeffrey.wilson_1

I liked the instructor's delivery and enthusiasm for the material.

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amy.mintner

Thanks for going into the Due Diligence process. Other podcasts and presentations have only focused on the pitch.

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kerry.schanno

Great material. Too fast to follow at times.

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carnielan

A great starting point in learning Quickbooks

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tengwong02

Thank you!! Really useful info. I have not used Match/Index before but now find a lot of ways to use them in my spreadsheet.

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lucy.maddock

This is graded as a beginner course so I almost skipped it. I am glad I took the course. While I knew a lot of the material, I like the two chapters on workbook organization very much and realized afterward that I could improve a few Excel habits like keeping data and reports on separate worksheets religiously.

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kevinvanloo

Blair Cook is awesome!

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wes.rowe

A common sense reminder.

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ophelia.chan

It will be great to include all worksheets for all examples.

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jshoular

Excellent

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norman.west

Mr. Turner demonstrated a comprehensive budgeting solution in Excel which could work well if it is monitored and managed carefully.

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virginia_jacobs

It was suggested that I take this course, but after completing it, I don't think I was the intended audience.

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bruce_qingkui.qiu

great course!

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d..tse

a lot are self explanatory

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travis.britt

good course

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christina.leighton

This course was excellent!

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richard.schultz_1

Very good course. I particularly appreciate the weight given to emphasizing change management practices and preparing the company for the change - too often this is missed and, as his metrics show, the outcomes are weak.

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snyderaf

Excellent presentation.

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mhpradwin

l like learn about this course and subject We will follow full courses for an intense love thank you very much

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kevin.white_1

It would be better if the items were shown in motion (vs. the slide with numbers). Also the sound quality was a bit poor.

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winston.choo

Insightful course but the lessons are a little long and draggy at some points

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solomonadvisors

Very helpful review for intermediate user!

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aracely_falciola

material to reivew more than once to understand the logic is interesting

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gregg.gillaspy

This is a great course and a great speaker. There is so much to learn about Excel and this is one of many steps to get there.

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ashley_showers

Very informative

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craig.cutter

welld done, great pointers for trouble shooting and utilizing excel's more recent adjustments

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mmendiola

I liked the excel workbooks provided to follow along with the presentation. This is a great resource for someone with some understanding of excel but probably not for a beginner.

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brad.hyatt

Very good class

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adora_purkerson

Clear and organized presentation; I especailly like the sample/exercise on the topics/training

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william_van

The course was very good and provided helpful tips to become more efficient.

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jo_erika.marquez

Thanks a lot. I found it helpful and relevant.

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ian_lommerin

Good intro to Excel/refresher of some Excel basics. Lot of it was pretty self-explanatory, but there is probably a thing or two that everyone can pick up from this course. Recommend for everyone open to learning some basic best practices for using Excel.

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cathy_kyriakis

A good refresher for Vlookup, however, The IFNA Function module seems to have completely repeated itself and is twice as long as the information actually is.

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david_lichty

The information is good and useful.

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april.flowers

I found everything in this course to be beneficial. I was really surprised at how easy the data validation could be when naming a selection of data.

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patrick.brown_1

The course was excellent. It met my expectations.

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donw

Very efficient topic coverage; like the introduction of topics so that it was easy to know whether items covered were familiar or new.

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patrick_prado

Excellent course in reviewing the basics for IT Finance. Great overview of what's important for an IT organization.

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debbie.hammer

Great presentation. Helpful content and examples. Ready for Volume 2!

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ben_brown

I was happy to learn new techniques that I can apply in my daily work. A lot of the content feels like common sense approaches.

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karen_sand

Great tips and advice. The segments make it easy to do in smaller increments. The technology worked well.

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singh.rohan

Expert instructor with excellent presentation flow and engaging style.

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richard.dandan_1

Excellent review material. Thoroughly explained and easily understood.

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betty.glover

Really enjoyed the course. Covered the material well with the incorporation of examples.

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joe.ripley.cma

Interesting primer for a non-IA person.

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asfavora_24

Easy learning and well explained.Worth learning.

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nancy.hollis

Great timesaving tips! I learned more useful information in this one hour than in any other class I've taken. The entire hour was packed with helpful tips. Thank you.

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marcus.kirolos

This course provided more in-depth and hands on job information as compared to the COSO series.

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mark.maupin

The course met its objectives

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lwumba

Stats are great. Maybe add some real life cases to the course to make it perfect.

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kent.oliven

Once again Mr. Lenning provides clear understanding.

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cynthia_3

I liked how detailed the course was. By providing examples that we could walk through, it made it a lot easier to understand the excel training I was learning. However, I felt the walk-through did move a little fast and at times I felt myself constantly having to pause and back up to make sure I was getting everything!

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bunmi.adeboye

I had no prior knowledge of Quickbooks but the course was still easy to follow

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robin.wood

covers aspect well with good examples

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balaji.ramanujam

Its really fantastic and useful. I am using Excel for almost 17 years but never knew that SUBTOTAL has so many advantages compared to SUM function. Thanks a lot for the knowledge sharing.

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charlotte.branford

Jeff delivers a structured, well designed course which are easily followed. His clear and its set at the correct pace.

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darryl.schroeder

Very helfpful for future financing avenues and IPO considerations.

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mbedgood

a general comment to proformative...if we pass the course, but do not get all answers correct, it would be great to be able to review the question.

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dpeterson_3

Every company out there should make the effort to do a Fraud Assessment as it is not a matter of IF Fraud will happen at your company - but when (or has it already happened?). Lynn provided a great background on what companies should do to get the ball rolling.

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michele.jurkaites

Contains simple tips to use immediately

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bill_1

Again - great tools for improving Excel skills. I will use these a lot!

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nathan.hoffman

Great course and very relevant to email / org / management of time

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cyndin

Good amimated speaker.

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lindsay.vanek

I found this extremely useful. I am fairly good at Excel and still learned some tricks. Thanks.

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dustin.weatherford

This is a pretty solid course to introduce you to Buy vs. Lease analysis and the different aspects to consider when doing so. This is something I am hoping to implement in our company to help with management decisions.

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judith.padilla

Very helpful.

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