Advanced Spreadsheet Techniques in Microsoft Excel (Video) (Course Id 2118)

• Who is this course for?
  This course is intended for anyone needing Continuing Professional Education (CPE), particularly those with intermediate spreadsheet knowledge and a basic understanding of computer programming.

• What is this course about or what problem does this course solve?
  The course teaches advanced spreadsheet techniques in Microsoft Excel, focusing on data vortices, decision matrices, array functions, and user-defined functions using VBA, helping users perform complex operations and analysis more efficiently.

• How can the knowledge from this course be used?
  Learners can apply the techniques to manipulate and analyze spreadsheet data more effectively, enhancing their ability to make data-driven decisions and perform advanced calculations.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  Mastery of advanced Excel techniques is critical for financial professionals to streamline data processing, improve accuracy in financial models, and increase productivity in spreadsheet-based tasks.

• When is this course relevant or timely?
  This course is especially relevant as of its latest revision on February 22, 2024, aligning with current Excel functionality and VBA scripting practices.

• How is a course like this consumed or used?
  The course is delivered as a QAS self-study video and text module, accessible online, requiring learners to complete review and final exam questions to earn CPE credit.

Learn to create and use data vortices for analysis and summarization, and decision matrices to simplify complex formulas. Learn how Microsoft Excel array functions work and how to create and use them to enhance your calculations. Learn how to create and use user-defined functions and arrays in code script to gain additional functionality and perform complex operations.

In this course we will use the desktop version of Microsoft Excel for our discussion and demonstrations. The code script language used will be Visual Basic for Applications (VBA).

Video - NASBA QAS - Text - NASBA Registry - 2118

Course Learning Objectives

Describe the purpose of data vortices, decision matrices, user-defined functions, and arrays, and use them to manipulate spreadsheet data.

• Data Vortices
• Decision Matrices
• User-defined Functions
• Arrays in spreadsheets
• Arrays in code script

Chapter 1 - Advanced Spreadsheet Techniques in Microsoft Excel

Chapter 1 Review Questions

Glossary of Terms