Excel Challenges: Real Cases from Work - Part 2 (Video) (Course Id 2203)

• Who is this course for?
  This course is intended for professionals needing Continuing Professional Education (CPE), including CPAs, accountants, and others who want to enhance their Microsoft Excel skills.

• What is this course about or what problem does this course solve?
  The course addresses real-world Excel challenges by presenting 10 practical cases taken directly from actual work environments, helping users understand and solve common Excel-related problems.

• How can the knowledge from this course be used?
  Learners can apply the course knowledge to identify and resolve practical Excel issues, improve dashboard reporting, automate tasks with macros, and better utilize Excel's features for efficient professional work.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  This course sharpens Excel proficiency, a critical tool in accounting and financial roles, helping professionals solve real tasks more effectively and stay current with software usage in their daily work.

• When is this course relevant or timely?
  The course is especially timely as it was released in 2023 and aligns with evolving Excel practices and user needs in modern work environments.

• How is a course like this consumed or used?
  Delivered as a QAS self-study video course, it includes case demonstrations, review questions, and a final exam, and can be accessed and completed online at the learner's own pace.

This course is one of a video series that document common issues met in working with Microsoft EXCEL. This course presents 10 cases which have been collected directly from real working environments and are intended to share with professionals using EXCEL so that they can learn how to leverage the tool in “the real world”.

For these cases to be relevant and organized, the course first provides a unique view of the Body of Knowledge (BOK) of EXCEL created by the instructor, which is a first in EXCEL training and publications. The BOK illustrates the usual learning path of an EXCEL learner, naturally from basic to intermediate, and then on to advanced to expert levels. The BOK documents the essential components of EXCEL, such as cells, sheets, files, tables, formulas, commands, macros, pivot tables, and power suite, and is open ended with the top level embracing more esoteric skills and future developments in EXCEL.

Under the guidance of the BOK, all cases are tailored to the corresponding knowledge level so that the learner may ascertain which areas they are good at and which require a bit more work. For each case, the course illustrates what the issues are, why the issues exist, and how to solve them. The course also encourages contributions from audience who believe there may be better ways of resolving these issues. Those suggestions from the audience will be shared and acknowledged in future parts of the series.

This course serves as a refresher for all professionals who need to sharpen their EXCEL skills for professional use.

Video - NASBA QAS - NASBA Registry - 2203

Course Learning Objectives

• Identify key components in EXCEL body of knowledge (BOK);
• Explore features of TEXT functions in EXCEL;
• Understand means of getting file names and sheet names;
• Understand how to make simple VBAs by using Macro Recorder;
• Discover examples to deploy batch processing when working in EXCEL;
• Explore ways to synchronize charts in dashboard reporting.

Chapter 1 - Excel Challenges: Real Cases from Work - Part 2

Chapter 1 Review Questions

Glossary/Index