Course Description:  This course covers how to create a custom function (sometimes called a user-defined function) in Excel.  A custom function is a calculation that the user creates and names. This custom function is then stored in Excel and can recalled when it is needed. In this course we will be using the Visual Basic Editor and using a couple of VBA keywords; however this is NOT a VBA or programming course.  You will create a couple of different custom functions and then see how to create an ADD-IN file so that these functions can be used in all your workbooks.

Course Objectives

·         Recognize how to find and access the Visual Basic Editor  

·         Identify the components of custom functions and how to use them

·         Recognize how to create, save and remove custom functions

·         Recognize the implications of creating custom functions and how they work

Category: Computer Science/Specialized Knowledge

Level: Intermediate to Advanced Excel user

Prerequisites: Excel 2007 or higher.  Should have a basic understanding of an IF statement.

Revision Date: 2021

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
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