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| Author : | Patricia McCarthy, MBA |
| Course Length : | Pages: 70 ||| Review Questions: 15 ||| Final Exam Questions: 25 |
| CPE Credits : | 5.0 |
| IRS Credits : | 0 |
| Price : | $44.95 |
| 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 868 |
| Description : | 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. |
| Usage Rank : | 31765 |
| Release : | 2021 |
| Version : | 1.0 |
| Prerequisites : | Knowledge of Excel and how to create a formula and use functions. |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed. |
| Additional Links : |
Excel Tips and Tricks for Accountants Accountemps Robert Half
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| 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 - 868 |
| Keywords : | Specialized Knowledge and Applications, Excel, Tips, Tricks, Tools, CPAs, v11, cpe, cpa, online course |
| Learning Objectives : |
Course Learning Objectives
2. Recognize the function of pinning a file 3. Identify and create range names 4. Recognize different ways to navigate within and between Excel workbooks 5. Identify some of Excel’s new features and functions 6. Recognize different copy and move methods 7. Identify different types of formatting and how to apply them 8. Recognize different functions and formulas and how 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 11. Identify features that allow you to evaluate the workings of formulas and functions |
| Course Contents : | Chapter 1 - Must Know Excel Tips Tricks and Tools for CPAs Shortcut Keys Review Questions - Shortcut Keys Selecting Data Auto Filter Quick Analysis Selecting and Editing Formulas Unhiding Other Quick Tips on Selecting Data Review Questions - Selecting Data Navigating Navigating to Your Most Used or Favorite Files – Pin It! Navigating Around a Worksheet Range Names Navigate Between Sheets See Multiple Worksheets in the Same Workbook at Once Navigate Between Excel Files Using Side by Side Navigate Between Excel Files Go To Special Create a Table of Contents Review Questions - Navigating Copying / Moving/Grouping Grouping Sheets- Sum A Cell in Multiple Sheets at One Time Copy a Sheet Moving/Copying Sheets to a Different Workbook Copying Filtered or Subtotaled Data Transposing Columns Review Questions - Copying/Moving/Grouping Miscellaneous Productivity Tips Customizing Your Toolbar Creating a Multi-Tiered List Watch Window Removing Duplicates Sorting Sorting and Custom Lists Subtotal() Create Nested Subtotals Copying Subtotals and Grand Totals Only Review Questions - Miscellaneous Productivity Formatting Custom Formats Fixed Decimal Places Formatting Subtotal Rows Conditional Formatting Review Question - Formatting Must Know Functions Logical, Conditional and Lookup Functions Nested IF IFS() SUMIF() The Plurals IFERROR() and IFNA() MATCH() and INDEX() TEXT Functions and Import Wizard Text Import Wizard LEFT(), RIGHT(), MID() CONCATENATE() CONCAT() TEXTJOIN() LEN() LEN() & LEFT() LEN() CONCATENATE() IF() Miscellaneous Formulas You May Actually Need One Day Comparing Lists AGGREGATE() SUBTOTAL() Using Count Functions with Other Functions TRIM() Convert a Date to a Calendar Quarter Determining the Median and Mode Determining Rank TRUNC() and INT() Review Questions - Functions Pivot Tables Creating a Pivot Table Report Filter Drilling Down Pivot Table Calculations Create a Custom Calculation Create a Calculated Field Group by Date Slicers Miscellaneous Pivot Table Tips Review Question - Pivot Tables Charts Quick Tips Display Units Switch Rows/Columns – Reorder Legend/ Empty Cells Numbers on the X axis Create a Dynamic Version of Your Original Chart (or data) Create a Combination Chart Add a Series into the Chart Delete a Series in a Chart Selecting Data for A Chart Dynamic Chart Title Select All Charts at Once Review Questions - Charts Miscellaneous Tips Sort Left to Right Printing Headers/Footers Conclusion: Glossary |
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