Decision-Making Functions in Excel (Course Id 354)

• Who is this course for?
  This course is intended for CPAs and other professionals who need Continuing Professional Education (CPE) and want to enhance their Excel skills, especially at a basic to intermediate level.

• What is this course about or what problem does this course solve?
  It provides a structured overview of Excel’s decision-making functions, helping professionals apply logical and conditional formulas in budgeting and analytical tasks.

• How can the knowledge from this course be used?
  Learners can use the Excel functions covered—such as IF, IFS, SUMIF, COUNTIF, and IFERROR—to streamline and improve decision-making processes in spreadsheets used for financial analysis and reporting.

• Why is this course important to a CPA or Accountant?
  It equips professionals with practical Excel tools to handle complex data analysis more efficiently, a critical skill for accurate financial decision-making and reporting.

• When is this course relevant or timely?
  This course is always relevant for professionals working with Excel, particularly as spreadsheet-based analysis continues to be a cornerstone of financial tasks in most organizations.

• How is a course like this consumed or used?
  It is a QAS Self Study course delivered in eBook format with exercises and a final exam, requiring a 70% passing score to earn 3.0 CPE credits.

This course overviews several Excel Logical functions, such as IF, IFS, AND, OR and then covers other decision-making functions such as AVERAGEIF, SUMIF, SUMIFs, COUNTIFs and MAXIFS. IFERROR and IFNA are also covered.  You will find these functions useful in your budgeting and analysis work. This eBook includes exercise files. 

NASBA QAS - Text - NASBA Registry - 354

Course Learning Objectives

1. Identify different decision-making functions and their purpose so the correct one can be selected.
2. Recognize the components of the Logic Functions.
3. Recognize and apply the syntax of different decision-making functions.
4. Be able to differentiate and use nested and embedded IF functions.

Chapter 1 - Decision-Making Functions in Excel

OVERVIEW

IF STATEMENTS

Review Exercise

NESTED IF

IFs FUNCTION

REVIEW EXERCISE

EMBEDDED IFS

Review Exercise

IFERROR and IFNA

AND, OR and NOT

Review exercise

Review questions

SUMIF

Review Exercise

AVERAGEIF

COUNTIF

THE PLURALS

Review Exercise

SWITCH

Review Questions

Links for Spreadsheets

Glossary