Excel Tips Tricks and Tools for CPAs

Excel Tips Tricks and Tools for CPAs
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Price: $24.99
Credits: 3.0
Prerequisite: Knowledge of Excel and how to create a formula and function
Level: Intermediate
Model: PM03
Author: Patricia McCarthy/Joe Helstrom
Average Rating: Not Rated
Fields of study: Computer Software & Application
Format: PDF

This course is designed for the intermediate user of Excel 2010 and 2013 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. The 2013 AGGREGATE and IFNA 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.


Learning Objectives:

1.      Recognize different short cut keys and what they do

2.      Recognize the steps needed to pin a file

3.      Identify and create range names

4.      Recognize different ways to navigate within and between Excel workbooks

5.      Identify some of Excel 2013 new features and functions

6.      Recognize different copy and move methods

7.      Identify different types of formatting and how to apply them

8.      Identify different functions and formulas and when to apply them

9.      Recognize the different components of a pivot table and how to create and edit them

10.  Identify types of charts to use and how to create them


Version: Excel 2010, 2013
Advanced Prep: None
Prerequisites: Knowledge of Excel and how to create a formula and function

Revision Date: 1/2021

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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