Author : | Lenny Wu, CPA, CGA, MBA |
Course Length : | Pages: 24 ||| Review Questions: 5 ||| Final Exam Questions: 8 |
CPE Credits : | 1.5 |
IRS Credits : | 0 |
Price : | $21.95 |
Passing Score : | 70% |
Course Type: | Video - NASBA QAS - NASBA Registry |
Technical Designation: | NonTechnical |
Primary Subject-Field Of Study: | Computer Software & Applications - Computer Software & Applications for Course Id 1782 |
Description : | The course is presented in four parts. First, the course introduces a business case of an “accounting” model that unintentionally includes all the hurdles to prevent fast data entry. The model takes a staff 1+ hour to update 1 vessel file, and what’s worse, it takes over 2 hours to generate up-to-date Status report for a fleet of 60 vessels! Next, the course will demonstrate how the author has overhauled the old model so that it:
Third, we draw a line between when to data entry and when not to. Generally speaking, we need to avoid data entry as much as possible, thanks to the technologies. However, if you do need data entry, only enter data at a minimum with the remaining filled in from data extracts. Fourth, we demonstrate the 7 Dos and Don’ts in data entry, reporting, and validations. Some of the best practices are:
Last, the course illustrates some advanced modeling skills on:
Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site. |
Usage Rank : | 12500 |
Release : | 2021 |
Version : | 1.0 |
Prerequisites : | |
Experience Level : | Overview |
Additional Contents : | Complete, no additional material needed. |
Additional Links : |
Improve Your Investing With Excel
|
Advance Preparation : | |
Delivery Method : | QAS Self Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
Revision Date : | 01-Mar-2024 |
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. |
Approved Audience : | Video - NASBA QAS - NASBA Registry - 1782 |
Keywords : | Computer Software & Applications, Excel, Model, Makeover, Part 2, Reducing, Entry, Time, 2 hr, 2 min, Video, cpe, cpa, online course |
Learning Objectives : |
Course Learning Objectives After this course, you will be able to:
|
Course Contents : | Chapter 1 - Excel Model Makeover (Part 2): Reducing Entry Time from 2 hr to 2 min Chapter 1 Review Questions Glossary |