Description:
This course shows you how to take basic rows and columns of data and to manage it and turn it into useful information that can be incorporated into the decision-making process. We start with Excel's simple basic Database features of sorting and filtering data and then look at subtotals and nested subtotals. From there, we explore one of Excel's most exciting features - the pivot table. The course then discusses how to use Database functions and apply conditional formatting to data.

Delivery Method:

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Author: Patricia McCarthy

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 02/25/2020

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:
1. Recognize basic components of a database
2. Identify and apply different ways to sort data
3. Define and apply filtering techniques
4. Recognize the steps required to create and copy subtotals and nested subtotals
5. Recognize when it is appropriate to use a pivot table
6. Recognize the steps to create, edit and format pivot tables
7. Recognize and components of a database function and how to apply them
8. Recognize how to apply and remove conditional formatting
9. Recognize and apply an Outline format

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NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers : CPA