Excel Tips, Tricks and Tools for CPAs
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.

Course Publication Date: July 20, 2020

This course is available with NO ADDITIONAL FEE if you have an active self study membership or all access membership or can be purchased for $30.00!

Author:Mill Creek Publishing
Recommended CPE:3.00
Delivery Method:QAS Self Study
Level of Knowledge:Overview
Prerequisites:Knowledge of Excel and how to create a formula and function
Advanced Preparation:None
Recommended Field of Study:Computer Software and Applications
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.

CPE Depot Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Sponsor Number: 109423


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