Must Know Excel Tips Tricks and Tools for the CPA

Price: $47.50

CPE Credits: 5.0

Category: ,

Course Number: CXTIPSMC

excel tips

Description:
This course is designed for the intermediate user of Excel 2013 and 2016 who are looking to improve their productivity and to learn some cool new Excel skills.  The course covers some basics, along with some advanced tips and tricks on selecting, navigating as well as copying and moving data efficiently. It also covers a spectrum of functions that can be used in everyday practice. Functions such as SUBTOTAL, SUMIF, SUMIFs as well as INDEX MATCH are discussed. New functions, such as AGGREGATE, IFNA, TEXTJOIN and IFS functions are covered. Comparing lists using arrays is overviewed. Pivot tables are discussed in detail. Other topics include: functions and tools for importing data into Excel, conditional formatting as well as charts. There are no associated Excel files. Table of Contents

Delivery Method: QAS Self Study.

Level: Overview.

Version: Excel 2013 and 2016.   Excel 2010 should have little difficulty although some features and functions may not be available or may be in a slightly different location.

Prerequisites: Knowledge of Excel and how to create a formula and  use functions.

Advanced Preparation: None

Author: Patricia McCarthy

Publication: October 14, 2015
Updated:  February 2018

Format: PDF
Pages: 124

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

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

Description:
This course is designed for the intermediate user of Excel 2013 and 2016 who are looking to improve their productivity and to learn some cool new Excel skills.  The course covers some basics, along with some advanced tips and tricks on selecting, navigating as well as copying and moving data efficiently. It also covers a spectrum of functions that can be used in everyday practice. Functions such as SUBTOTAL, SUMIF, SUMIFs as well as INDEX MATCH are discussed. New functions, such as AGGREGATE, IFNA, TEXTJOIN and IFS functions are covered. Comparing lists using arrays is overviewed. Pivot tables are discussed in detail. Other topics include: functions and tools for importing data into Excel, conditional formatting as well as charts. There are no associated Excel files. Table of Contents

Delivery Method: QAS Self Study.

Level: Overview.

Version: Excel 2013 and 2016.   Excel 2010 should have little difficulty although some features and functions may not be available or may be in a slightly different location.

Prerequisites: Knowledge of Excel and how to create a formula and  use functions.

Advanced Preparation: None

Author: Patricia McCarthy

Publication: October 14, 2015
Updated:  February 2018

Format: PDF
Pages: 124

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

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