Introduction to Excel

3 Credits: Computer Software & Applications


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Introduction to Excel

Course Level
CPE Credits

3 Credits: Computer Software & Applications

Course Description

Excel is one of the primary tools of the accountant. It is needed for many accounting activities, such as tracking the contents of accounts and conducting financial analyses. However, Excel is a massive program with hundreds of commands and quirky formatting options. In Introduction to Excel, we cover the basics of setting up and populating an Excel worksheet, as well as producing well-organized outputs. Topics covered include the menu system, formatting, named styles, templates, and a variety of printing options.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Explain how the ribbon system works.
  • Describe cells and ranges.
  • Identify how keystrokes can replace the mouse to trigger menu commands.
  • Specify where high-volume commands are located on the screen.
  • Describe the different uses of a table within a worksheet.
  • Explain the differences between the Autocomplete and Autofill functions.
  • Describe how cell and range formatting can be accomplished.
  • Identify the warnings used when column widths are too narrow.
  • Specify the more common Ctrl-letter combinations used to trigger worksheet commands.
  • Identify the different variations on the Paste command.
  • Explain how range naming works within a worksheet.
  • Describe the uses to which the undo function can (and cannot) be put.
  • Specify how named styles and themes are used.
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Course Specifics

Course ID
Revision Date
May 3, 2024

There are no prerequisites.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …