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Author: |
Patricia McCarthy, MBA |
Course Length: |
Pages: 20 ||| Word Count: 6002 ||| Review Questions: 6 ||| Final Exam Questions: 5 |
CPE Credits: |
1.0 |
IRS Credits: |
0 |
Price: |
$12.95 |
Passing Score: |
70% |
Course Type: |
Text |
Technical Designation: |
NonTechnical |
Field Of Study: |
Computer Software & Applications |
Approved Audience: |
NASBA QAS - NASBA Registry |
Key Takeaways: |
This course teaches how to create and manage custom functions, also known as user defined functions, in Excel using the Visual Basic Editor.
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Frequently Asked Questions: |
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Description: |
This course covers how to create a custom function (sometimes called an UDF or user-defined function) in Excel. A custom function is a calculation that the user creates and names. This custom function is then stored in Excel and can recalled when it is needed. In this course, we will be using the Visual Basic Editor and using a couple of VBA keywords; however, this is NOT a VBA or programming course. You will create a couple of different custom functions and then see how to create an Add-ins file so that these functions can be used in all your workbooks. |
Usage Rank: |
13846 |
Release: |
2024 |
Version: |
1.0 |
Prerequisites: |
Should have a basic understanding of an IF statement. Be aware of your companys policy on macros. A Custom function is not macros but some companies treat it as if it is.
Version: Versions 2010 through Excel 2019 and Office 365 are covered. Some screenshots may differ depending upon the Excel version being used. |
Experience Level: |
Overview |
Additional Contents: |
Complete, no additional material needed. |
Additional Links: |
Internal: Custom Financial Statements with Excel Course
Internal: Excel CPE Courses for CPAs
External: User-defined function (Wikipedia explanation of UDFs)
External: The Importance of Excel in Business
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Advance Preparation: |
None. |
Delivery Method: |
QAS Self Study |
Intended Participants: |
Anyone needing Continuing Professional Education (CPE). |
Revision Date: |
01-Apr-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. |
Keywords: |
Creating Custom Functions in Excel - v14 - CPE course for CPAs |
Learning Objectives: |
Course Learning Objectives
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Course Contents: |
Chapter 1 - Creating Custom Functions In Excel OVERVIEW DEVELOPER TAB BASIC RULES VISUAL BASIC EDITOR CREATING A CUSTOM FUNCTION CREATING A CUSTOM FUNCTION- Sales Variance PY to CY DOCUMENTATION SAVING CUSTOM FUNCTIONS LET’S TRY-IT- ON YOUR OWN REVIEW Solution CREATING A CUSTOM FUNCTION – IF STATEMENT COMPARING SYNTAX EDITING AND DELETING A CUSTOM FUNCTION EDIT DELETE Add-ins CONCLUSION Review Questions Appendix A Glossary |
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