Excel Logic Functions (Video) (Course Id 2637)

• Who is this course for?
  This course is designed for anyone needing Continuing Professional Education (CPE), including CPAs, accountants, and professionals seeking to enhance their Excel skills.

• What is this course about or what problem does this course solve?
  The course provides a comprehensive exploration of Excel logic functions, helping users understand and effectively apply functions like IF, IFS, IFERROR, AND, OR, and others to increase efficiency and accuracy in Excel.

• How can the knowledge from this course be used?
  Participants can use the knowledge gained to improve their day-to-day Excel tasks, troubleshoot formulas, and apply best practices for logic-based functions across various Excel versions.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It enhances technical proficiency in Excel, a vital tool for data analysis, financial modeling, and decision-making tasks commonly required in accounting and finance roles.

• When is this course relevant or timely?
  The course is relevant for 2025 and beyond, especially as it includes updates for Excel for Microsoft 365 and notes version differences for Excel 2021, 2019, and 2016.

• How is a course like this consumed or used?
  This is a self-study video course that includes visual demonstrations, review questions, a final exam, and downloadable handouts, allowing learners to proceed at their own pace.

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through a comprehensive exploration of beginning to advanced logic functions and related formulas. Topics covered include the IF and IFS functions, as well as nested IF functions. You'll see how to troubleshoot formulas with the Evaluate Formula feature. David will compare the IFERROR and IFNA functions so that you know the best practices for each. Other functions covered include IS functions, AND, OR, SUMIF, SUMIFS, COUNTIF, COUNTIFS, MIN, MAX, SMALL, LARGE, and MAXIFS. Attendees will gain valuable insights and practical knowledge to enhance their Excel skills and improve efficiency in their day-to-day tasks.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Video - NASBA QAS - NASBA Registry - 2637

Course Learning Objectives

• Identify the menu that contains the Evaluate Formula command.
• State how many levels of IF functions you can nest.
• Recall the purpose of the AND worksheet function.

Chapter 1 - Excel Logic Functions

Chapter 1 Review Questions

Key Terms