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

QAS / Registry
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Author:

Lenny Wu, CPA, CGA, MBA

Course Length:

Pages: 15 ||| Review Questions: 6 ||| Final Exam Questions: 10

CPE Credits:

2.0

IRS Credits:

0

Price:

$29.95

Passing Score:

70%

Course Type:

Video
Excel Challenges: Real Cases from Work - Part 2 (Video) - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This video course presents 10 practical Excel cases collected directly from real work environments as part two of a documented case series.

  • Provides a unique view of the Body of Knowledge of Excel created by the instructor.
  • Presents 10 real world cases intended to help professionals leverage Excel more effectively.
  • Continues the case series with challenges distinct from those covered in part one.
  • Worth 2.0 CPE credits in Computer Software and Applications as a self study video course on real Excel challenges, part 2, requiring a 10 question final exam preceded by 6 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

This course explores features of TEXT functions in Excel used to solve real world reporting challenges.

This course helps you understand how to make simple VBAs by using the Macro Recorder.

This course discovers examples of deploying batch processing when working in Excel.

This Excel Challenges Real Cases from Work Part 2 video course carries 2.0 CPE credits in Computer Software and Applications as a NonTechnical, self study course, requiring a 10 question final exam preceded by 6 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

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.

Usage Rank:

13333

Release:

2023

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:

03-Dec-2025

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:

Excel Challenges: Real Cases from Work - Part 2 (Video) - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

After this course, you will be able to:
  • 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.

Course Contents:

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

Chapter 1 Review Questions

Glossary/Index

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