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This course is designed for intermediate users of Excel who are looking to improve their Excel skills and productivity. The course covers some basics, along with some advanced tips and tricks. It starts with how to select and navigate through data and worksheets as well as copying and moving data efficiently. It then details a wide spectrum of functions that can be used in everyday practice. Functions including SUBTOTAL, SUMIF(), and INDEX MATCH are discussed. New functions, such as AGGREGATE(), IFNA(),TEXTJOIN() , CONCAT() and IFS() are covered. Learn how to comparing lists using arrays. Pivot tables are discussed in detail. Other topics include:  Charts, Conditional formatting, and tools for importing data into Excel. XLOOKUP() and dynamic arrays are briefly touched upon. You will definitely impress your coworkers with all your new knowledge!  There are no associated Excel files however topics are gone over in  a detailed step by step fashion that is easy to follow.

Version:  Excel 2019 and Microsoft 365 users. Users of Excel 2010 through 2016 should not have a lot of difficulty; however, some features may not be available or may be in a slightly different location.

Must Know Excel Tips Tricks and Tools for CPAs - v11 (5 Hrs)

The risk of needing long term care—a name given to a broad range of services designed to meet an individual’s mental, emotional, or physical health and personal needs and which are often provided over an extended period of time—is present at all ages. However, as individuals become older the risk of requiring long term care increases significantly.

The U.S. population is expected to increase in size by about 27% by the year 2050. In contrast, the part of the U.S. population most at risk for needing long term care—the segment comprised of individuals 85 years old or older—is expected to grow about 280% during this same period. Not only is the part of the population most at risk for needing long term care growing disproportionately, but the cost to provide that care is also increasing. Long term care costs are substantial and, over the last several years, have been increasing at a rate that exceeds the inflation rate.

The growing risk of needing long term care fueled by a rapidly aging population coupled with the high and continually increasing cost of such care can present burdensome financial concerns to many clients and their heirs. This long term care informational course examines tax treatment, the nature of long term care, the forms in which it may be delivered, the risk of needing such care, the costs of long term care, the sources available to pay the costs, and the features of long term care insurance.

Long Term Care Fundamentals (5 Hrs)

A dashboard provides pertinent summary information to assist in management decision making. It is geared to emphasize areas of performance that managers are interested in. It essentially provides the analysis which allows the users to draw a quick conclusion based on the trends and comparisons shown. In this course we are focusing on using Excel to create an effective dashboard using Tables, Charts, Camera Tool, Conditional formatting, Data Validation, In-cell Charts and functions such as SUMIF and INDEX. This course assumes a good underlying knowledge base of Excel and a basic knowledge of chart creation as much of the course focuses on charting features as well as basic functions. 

Drive Your Dashboard with Excel (11 Hrs)

This course covers both financing and investing in real estate. The first section deals with two major aspects of real estate financing:  (1) financial instruments and (2) the means of financing.  It examines the financial side of the lending process.  The second section deals with investing in real estate. Topics include: the advantages and pitfalls of real estate investing, how to value an income-producing property, how to use leverage and increase return, and buying a home. 

Real Estate Financing and Investment - v12 (4 Hrs)

Real Estate: Basic Accounting and Mathematics is a refresher course covering the basic concepts and tools of accounting, finance, and math necessary for new real estate professionals.  It is also applicable for accountants as well as real estate investors. Topics covered are balance sheet, income statement, basic accounting concepts, real estate algebra, finance math, and more.

Real Estate: Basic Accounting and Mathematics (3 Hrs)
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Suggested Courses

This course is designed for intermediate users of Excel who are looking to improve their Excel skills and productivity. The course covers some basics, along with some advanced tips and tricks. It starts with how to select and navigate through data and worksheets as well as copying and moving data efficiently. It then details a wide spectrum of functions that can be used in everyday practice. Functions including SUBTOTAL, SUMIF(), and INDEX MATCH are discussed. New functions, such as AGGREGATE(), IFNA(),TEXTJOIN() , CONCAT() and IFS() are covered. Learn how to comparing lists using arrays. Pivot tables are discussed in detail. Other topics include:  Charts, Conditional formatting, and tools for importing data into Excel. XLOOKUP() and dynamic arrays are briefly touched upon. You will definitely impress your coworkers with all your new knowledge!  There are no associated Excel files however topics are gone over in  a detailed step by step fashion that is easy to follow.

Version:  Excel 2019 and Microsoft 365 users. Users of Excel 2010 through 2016 should not have a lot of difficulty; however, some features may not be available or may be in a slightly different location.

Must Know Excel Tips Tricks and Tools for CPAs - v11 (5 Hrs)

The risk of needing long term care—a name given to a broad range of services designed to meet an individual’s mental, emotional, or physical health and personal needs and which are often provided over an extended period of time—is present at all ages. However, as individuals become older the risk of requiring long term care increases significantly.

The U.S. population is expected to increase in size by about 27% by the year 2050. In contrast, the part of the U.S. population most at risk for needing long term care—the segment comprised of individuals 85 years old or older—is expected to grow about 280% during this same period. Not only is the part of the population most at risk for needing long term care growing disproportionately, but the cost to provide that care is also increasing. Long term care costs are substantial and, over the last several years, have been increasing at a rate that exceeds the inflation rate.

The growing risk of needing long term care fueled by a rapidly aging population coupled with the high and continually increasing cost of such care can present burdensome financial concerns to many clients and their heirs. This long term care informational course examines tax treatment, the nature of long term care, the forms in which it may be delivered, the risk of needing such care, the costs of long term care, the sources available to pay the costs, and the features of long term care insurance.

Long Term Care Fundamentals (5 Hrs)

A dashboard provides pertinent summary information to assist in management decision making. It is geared to emphasize areas of performance that managers are interested in. It essentially provides the analysis which allows the users to draw a quick conclusion based on the trends and comparisons shown. In this course we are focusing on using Excel to create an effective dashboard using Tables, Charts, Camera Tool, Conditional formatting, Data Validation, In-cell Charts and functions such as SUMIF and INDEX. This course assumes a good underlying knowledge base of Excel and a basic knowledge of chart creation as much of the course focuses on charting features as well as basic functions. 

Drive Your Dashboard with Excel (11 Hrs)

This course covers both financing and investing in real estate. The first section deals with two major aspects of real estate financing:  (1) financial instruments and (2) the means of financing.  It examines the financial side of the lending process.  The second section deals with investing in real estate. Topics include: the advantages and pitfalls of real estate investing, how to value an income-producing property, how to use leverage and increase return, and buying a home. 

Real Estate Financing and Investment - v12 (4 Hrs)

Real Estate: Basic Accounting and Mathematics is a refresher course covering the basic concepts and tools of accounting, finance, and math necessary for new real estate professionals.  It is also applicable for accountants as well as real estate investors. Topics covered are balance sheet, income statement, basic accounting concepts, real estate algebra, finance math, and more.

Real Estate: Basic Accounting and Mathematics (3 Hrs)
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Similar Courses

This course is designed for intermediate users of Excel who are looking to improve their Excel skills and productivity. The course covers some basics, along with some advanced tips and tricks. It starts with how to select and navigate through data and worksheets as well as copying and moving data efficiently. It then details a wide spectrum of functions that can be used in everyday practice. Functions including SUBTOTAL, SUMIF(), and INDEX MATCH are discussed. New functions, such as AGGREGATE(), IFNA(),TEXTJOIN() , CONCAT() and IFS() are covered. Learn how to comparing lists using arrays. Pivot tables are discussed in detail. Other topics include:  Charts, Conditional formatting, and tools for importing data into Excel. XLOOKUP() and dynamic arrays are briefly touched upon. You will definitely impress your coworkers with all your new knowledge!  There are no associated Excel files however topics are gone over in  a detailed step by step fashion that is easy to follow.

Version:  Excel 2019 and Microsoft 365 users. Users of Excel 2010 through 2016 should not have a lot of difficulty; however, some features may not be available or may be in a slightly different location.

Must Know Excel Tips Tricks and Tools for CPAs - v11 (5 Hrs)

The risk of needing long term care—a name given to a broad range of services designed to meet an individual’s mental, emotional, or physical health and personal needs and which are often provided over an extended period of time—is present at all ages. However, as individuals become older the risk of requiring long term care increases significantly.

The U.S. population is expected to increase in size by about 27% by the year 2050. In contrast, the part of the U.S. population most at risk for needing long term care—the segment comprised of individuals 85 years old or older—is expected to grow about 280% during this same period. Not only is the part of the population most at risk for needing long term care growing disproportionately, but the cost to provide that care is also increasing. Long term care costs are substantial and, over the last several years, have been increasing at a rate that exceeds the inflation rate.

The growing risk of needing long term care fueled by a rapidly aging population coupled with the high and continually increasing cost of such care can present burdensome financial concerns to many clients and their heirs. This long term care informational course examines tax treatment, the nature of long term care, the forms in which it may be delivered, the risk of needing such care, the costs of long term care, the sources available to pay the costs, and the features of long term care insurance.

Long Term Care Fundamentals (5 Hrs)

A dashboard provides pertinent summary information to assist in management decision making. It is geared to emphasize areas of performance that managers are interested in. It essentially provides the analysis which allows the users to draw a quick conclusion based on the trends and comparisons shown. In this course we are focusing on using Excel to create an effective dashboard using Tables, Charts, Camera Tool, Conditional formatting, Data Validation, In-cell Charts and functions such as SUMIF and INDEX. This course assumes a good underlying knowledge base of Excel and a basic knowledge of chart creation as much of the course focuses on charting features as well as basic functions. 

Drive Your Dashboard with Excel (11 Hrs)

This course covers both financing and investing in real estate. The first section deals with two major aspects of real estate financing:  (1) financial instruments and (2) the means of financing.  It examines the financial side of the lending process.  The second section deals with investing in real estate. Topics include: the advantages and pitfalls of real estate investing, how to value an income-producing property, how to use leverage and increase return, and buying a home. 

Real Estate Financing and Investment - v12 (4 Hrs)

Real Estate: Basic Accounting and Mathematics is a refresher course covering the basic concepts and tools of accounting, finance, and math necessary for new real estate professionals.  It is also applicable for accountants as well as real estate investors. Topics covered are balance sheet, income statement, basic accounting concepts, real estate algebra, finance math, and more.

Real Estate: Basic Accounting and Mathematics (3 Hrs)
Suggested Courses

This course is designed for intermediate users of Excel who are looking to improve their Excel skills and productivity. The course covers some basics, along with some advanced tips and tricks. It starts with how to select and navigate through data and worksheets as well as copying and moving data efficiently. It then details a wide spectrum of functions that can be used in everyday practice. Functions including SUBTOTAL, SUMIF(), and INDEX MATCH are discussed. New functions, such as AGGREGATE(), IFNA(),TEXTJOIN() , CONCAT() and IFS() are covered. Learn how to comparing lists using arrays. Pivot tables are discussed in detail. Other topics include:  Charts, Conditional formatting, and tools for importing data into Excel. XLOOKUP() and dynamic arrays are briefly touched upon. You will definitely impress your coworkers with all your new knowledge!  There are no associated Excel files however topics are gone over in  a detailed step by step fashion that is easy to follow.

Version:  Excel 2019 and Microsoft 365 users. Users of Excel 2010 through 2016 should not have a lot of difficulty; however, some features may not be available or may be in a slightly different location.

Must Know Excel Tips Tricks and Tools for CPAs - v11 (5 Hrs)

The risk of needing long term care—a name given to a broad range of services designed to meet an individual’s mental, emotional, or physical health and personal needs and which are often provided over an extended period of time—is present at all ages. However, as individuals become older the risk of requiring long term care increases significantly.

The U.S. population is expected to increase in size by about 27% by the year 2050. In contrast, the part of the U.S. population most at risk for needing long term care—the segment comprised of individuals 85 years old or older—is expected to grow about 280% during this same period. Not only is the part of the population most at risk for needing long term care growing disproportionately, but the cost to provide that care is also increasing. Long term care costs are substantial and, over the last several years, have been increasing at a rate that exceeds the inflation rate.

The growing risk of needing long term care fueled by a rapidly aging population coupled with the high and continually increasing cost of such care can present burdensome financial concerns to many clients and their heirs. This long term care informational course examines tax treatment, the nature of long term care, the forms in which it may be delivered, the risk of needing such care, the costs of long term care, the sources available to pay the costs, and the features of long term care insurance.

Long Term Care Fundamentals (5 Hrs)

A dashboard provides pertinent summary information to assist in management decision making. It is geared to emphasize areas of performance that managers are interested in. It essentially provides the analysis which allows the users to draw a quick conclusion based on the trends and comparisons shown. In this course we are focusing on using Excel to create an effective dashboard using Tables, Charts, Camera Tool, Conditional formatting, Data Validation, In-cell Charts and functions such as SUMIF and INDEX. This course assumes a good underlying knowledge base of Excel and a basic knowledge of chart creation as much of the course focuses on charting features as well as basic functions. 

Drive Your Dashboard with Excel (11 Hrs)

This course covers both financing and investing in real estate. The first section deals with two major aspects of real estate financing:  (1) financial instruments and (2) the means of financing.  It examines the financial side of the lending process.  The second section deals with investing in real estate. Topics include: the advantages and pitfalls of real estate investing, how to value an income-producing property, how to use leverage and increase return, and buying a home. 

Real Estate Financing and Investment - v12 (4 Hrs)

Real Estate: Basic Accounting and Mathematics is a refresher course covering the basic concepts and tools of accounting, finance, and math necessary for new real estate professionals.  It is also applicable for accountants as well as real estate investors. Topics covered are balance sheet, income statement, basic accounting concepts, real estate algebra, finance math, and more.

Real Estate: Basic Accounting and Mathematics (3 Hrs)
Course Details

Create Dynamic and Interactive Charts (Course Id 1652)

QAS / Registry
  Add to Cart 
Author : Patricia McCarthy, MBA
Course Length : Pages: 26 ||| Review Questions: 12 ||| Final Exam Questions: 18
CPE Credits : 3.5
IRS Credits : 0
Price : $31.45
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Specialized Knowledge - Specialized Knowledge for Course Id 1652
Description :

This course walks you through setting up Excel charts so they update automatically as data in entered into the worksheet.  In addition, to discussing self-expanding charts, it also covers how to specify the number of data points to display in a chart.  For example, you may only want the last rolling six months of data  to display, in the chart, as you add  new data each month.  Linking a chart title to a cell and creating a spinner control is also discussed.  This eBook walks you through the process step by step and then includes practice exercise for each topic as well as answer files. 


 This EBook covers:

  • Creating Range Names in a SERIES formula
  • Using OFFSET and COUNTA functions for charting purposes
  • Discusses other COUNT functions
  • Shows how to create Self-Expanding Charts
  •  Shows how to displaying the last x number of data points
  •  Selecting a beginning and ending point for a data series
  •  Creating and using Spinners
  • Linking a Chart Title to a Cell
Usage Rank : 12308
Release : 2020
Version : 1.0
Prerequisites : An advanced knowledge of Excel is assumed. You need to be familiar with functions and have an understanding of absolute and relative cell references. This course was written for Excel 2019 and Microsoft Office 365 users; however, users of earlier versions should have absolutely no difficulty.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
How To Create Dynamic Interactive Charts In Excel?
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-Mar-2024
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 1652
Keywords : Specialized Knowledge and Applications, Create, Dynamic, Interactive, Charts, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

By the end of the course participants will be able to:
    1. Differentiate between different types of cell references and recognize to apply them.
    2. Recognize the steps needed to create the components of range names and named formulas.
    3. Differentiate between the different COUNT functions.
    4. Recognize how the SERIES, OFFSET and COUNTA functions work to create dynamic charts that update automatically.
    5. Recognize the concept of input cells and how to apply them.
    6. Recognize the steps needed to link a chart title to a cell so that a chart title updates automatically.
    7. Recognize the steps needed to create a spinner or scroll box.
Course Contents :

Chapter 1 - Creating Dynamic and Interactive Charts

Overview – Range Names and SERIES

Relative and Absolute Cell References

Range Names

SERIES Formula

SERIES Formula and Range Names

Review Questions

 

Overview of OFFSET and COUNT Functions

OFFSET Function

COUNT Functions

Create an Automatically Expanding Chart

Review Questions -OFFSET and COUNT Functions

 

Review Exercise -Self Expand

Review Exercise -Self Expand 2 Series

Controlling Data in a Self-Expanding Chart

Display the Last X Data Points in the Worksheet

Review Exercise – Display 4 Data Points

Selecting a Beginning and Ending Point for a Series

Review Exercise -Beginning and Ending Point

Create a Spinner

Scroll Bar

Linking Title Text to a Cell

Review Questions -Scroll Bars and Spinners

 

Links for Spreadsheets

 

Glossary
CPE Specialized Knowledge Course: https://www.cpethink.com/excel-cpa-courses
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