Agile Excel: Deconstructing Formulas (Video) (Course Id 1460)

• Who is this course for?
  This course is designed for CPAs and other professionals needing Continuing Professional Education (CPE) who have prior experience with Excel.

• What is this course about or what problem does this course solve?
  The course addresses the challenge of understanding and managing complex Excel formulas, especially those created by others, by teaching techniques to decipher and simplify them.

• How can the knowledge from this course be used?
  Participants can apply the skills learned to efficiently analyze and troubleshoot complex Excel formulas using tools like FORMULATEXT, range names, Trace Precedents, and Trace Error.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  Understanding and managing Excel formulas is crucial for professionals who rely on spreadsheets for financial analysis and reporting, making this course highly practical for their daily work.

• When is this course relevant or timely?
  The course is especially relevant when dealing with inherited spreadsheets or complex models, and it reflects updates through Excel 2016 while addressing earlier versions.

• How is a course like this consumed or used?
  This video-based, self-study course is delivered on-demand with demonstrations, downloadable materials, and a final exam, allowing learners to proceed at their own pace.

Excel expert David H. Ringstrom, CPA, demonstrates a variety of ways to help you make sense of complicated formulas in this comprehensive presentation. Sometimes your formulas can grow out of control, or, more likely, you’ve inherited spreadsheets from others that you’re to take ownership of. You’ll have many tricks at your disposal to quickly decipher even the most complex Excel formulas after this on-demand webcast.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Video - NASBA QAS - NASBA Registry - 1460

Course Learning Objectives

Chapter 1 - Agile Excel: Deconstructing Formulas

Chapter 1 Review Questions

Glossary - Key Terms