This course explores functions in Excel that CPAs need to use to enhance productivity and ensure accurate answers when working with data. Functions are built-in, preset formulas in the Excel program that calculate certain values or accomplish a certain calculation goal. Functions are essential to CPAs as they provide a simplified user interface to work with complex formulas. This course covers basic functions and then goes into logic functions, text functions, lookup functions and financial functions. This course provides step by step instruction and Excel practice exercises.
Functions discussed include: Database functions such as DSUM and DCOUNT; Lookup functions such as XLOOKUP and INDEX MATCH, Logic functions such as IF OR, IFERROR; Text functions such as CONCAT, LEN,TEXTSPLIT and TEXTBEFORE. A lot of time is given to financial functions with multiple little case studies as it delves into PV,PMT,NPER FV and RATE. Basically, every important function you need to know!
Course Publication Date:
May 03, 2025
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
$45.00!
| Author: | Mill Creek Publishing |
| Course No: | COMP-EXCELFUNCS-2174 |
| Recommended CPE: | 4.50 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Overview |
| Prerequisites: | None |
| Advanced Preparation: | None |
| Recommended Field of Study: | Computer Software and Applications
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Learning Objectives
- Recognize functions used to sum and count data and their uses.
- Define logical functions to locate items to test and to locate and handle exceptions.
- Define text functions to manipulate text data.
- Define the VLOOKUP function, XLOOKUP function and a combination of the index and match functions.
- Compute a payment, rate, term, present value or future value using time value of money functions.