Must Know Excel Tips, Tricks, and Tools for the CPA (PSMC)

Pre-requistes:

Knowledge Level:

Major Topics:

• Overview of Excel tips, tricks, and tools for the CPA 
• Navigating 
• Copying / Moving / Grouping 
• Custom Formats
•  Must Know Functions Nested IF 
• Miscellaneous Formulas You May Actually Need One Day Pivot Tables Charts

Learning Objectives:

• Recognize different short cut keys and what they do 
• Recognize the steps needed to pin a file Identify and create range names 
• Recognize different ways to navigate within and between Excel workbooks Identify some of Excel’s new features and functions 
• Recognize different copy and move methods
• Identify different types of formatting and how to apply them
• Identify different functions and formulas and when to apply them 
• Recognize the different components of a Pivot Table and how to create and edit them 
• Identify types of charts to use and how to create them 
• Identify features that allow you to evaluate the workings of formulas and functions

Designed For: