• Course Information
    4.5 (159)

    Title: Excel Illuminated: Basic Skills for Accountants
    Category: Computer Software
    Field of Study: Computer Software and Applications
    Course Code: S021-0723
    CPE Credits: 2.0
    Price: $19.95
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Description

Description:
Many accounting professionals are unaware of Excel's many features and functions they can implement to improve the accuracy and efficiency of their spreadsheets. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve those goals. Step-by-step, David demonstrates and explains: several alternatives to Excel's SUM function, including conditional summing; a better alternative to manually hiding/unhiding rows and columns; automating repetitive tasks by way of Excel's Table feature, including creating self-expanding charts; contrasting the Table feature with Data Tables and PivotTables; helpful keyboard shortcuts; and ways to repair damaged Excel workbooks.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based 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.

Delivery Method: Online Interactive Self Study

Level: Basic

Prerequisites: None

Advanced Preparation: None

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Course Details

Author: David Ringstrom

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 02/24/2021

Technical Details: CA, FL: Computer Software and Applications are technical subjects
TX: Computer Software and Applications are non-technical subject for TX.
NY: Advisory Services includes Computer Software and Application

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Objectives

Objectives:
1. Select the formula that would drill through multiple sheets to add up a cell as well as automatically include any new sheets added later.
2. Identify the location of the Group and Ungroup commands within Excel's menu.
3. Identify the menu on the Data tab of Excel's ribbon that contains the Data Table feature.

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers : CPA

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