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Audit and Analytical Uses for Filters and Tables in Excel (Course Id 2855)

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Author : Joseph P Helstrom, CPA
Course Length : Pages: 26 ||| Word Count: 4351 ||| Review Questions: 4 ||| Final Exam Questions: 5
CPE Credits : 1.0
IRS Credits : 0
Price : $12.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: NonTechnical
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 2855

Overview :
  • Who is this course for?
    This course is designed for CPAs, accountants, and other professionals needing Continuing Professional Education (CPE), especially those who want an overview of Excel filter and table features for auditing and data analysis.
  • What is this course about or what problem does this course solve?
    This course provides a step-by-step introduction to using Excel AutoFilter features, tables, duplicate removal tools, and pivot tables to help audit and analyze large volumes of data more efficiently.
  • Where can the knowledge from this course be used?
    The knowledge from this course can be used in accounting, auditing, and business environments where professionals work with large datasets in Excel and need to organize, filter, summarize, and analyze information.
  • Why is this course important to a CPA or Accountant?
    This course is important because it helps CPAs and accountants improve their ability to analyze data, identify duplicates, apply filters, and create pivot tables in Excel, which can support more efficient audit and analytical procedures.
  • When is this course relevant or timely?
    This course is relevant whenever accounting or audit professionals need practical Excel skills to manage and analyze increasing volumes of electronic data during audits, reviews, or business reporting tasks.
  • How is a course like this consumed or used?
    This self-study text course is completed by reading the course material, following step-by-step Excel practice exercises, reviewing answer files, and passing the final exam with a score of at least 70% to earn CPE credit.
Description :

This course provides a brief introduction to some the Excel filter and table features that can assist you in auditing and analyzing large volumes of data. It is an overview level course.
 
The course provides step by step instruction and Excel practice exercises as well as answer files.

Usage Rank : 0
Release : 2026
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 15-May-2026
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 - 2855

Keywords : Computer Software & Applications, Audit, Analytical, Uses, Filters, Tables, Excel, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon completion of this course, you should be able to:

  1. Recognize how to use auto filter and apply filters
  2. Recognize the steps needed to create a table 
  3. Recognize the steps needed to remove duplicates from a table
  4. Identify and use a pivot table
Course Contents :

Chapter 1 - Audit and Analytical Uses for Filters and Tables in Excel

Course Learning Objectives

Getting Started With AutoFilter

Working With Multiple Filters

Other Cool AutoFilter Options

Getting Started With Tables

Adding a Total Row

Other Total Functions

Adding a Column

Format Styles

Remove Duplicates

Pivot Tables

Review Questions

Glossary

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