• Course Information

    Title: Excel Tips, Tricks, and Tools for the CPA
    Category: Computer Software
    Field of Study: Computer Software and Applications
    Course Code: S017-0508
    CPE Credits: 3.0
    Price: $27.95
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Description

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.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: Excel 2013, 2016.

Advanced Preparation: None

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Course Details

Author: Patricia McCarthy

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 02/08/2018

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Objectives

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

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

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