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Course Details

Managing Data in Excel (Course Id 631)

QAS / Registry
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Author : Patricia McCarthy, MBA
Course Length : Pages: 37 ||| Review Questions: 15 ||| Final Exam Questions: 25
CPE Credits : 5.0
IRS Credits : 0
Price : $44.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 631

Description :

This course shows you how to take basic rows and columns of data and turn it into useful information that can be incorporated into the decision-making process. We start with Excel’s simple basic Database features of sorting and filtering data and then look at subtotals and nested subtotals. From there, we explore one of Excel’s most exciting features – the pivot table. The course than discusses how to use Database functions and apply conditional formatting to data.  

Usage Rank : 0
Release : 2020
Version : 1.0
Prerequisites : You need to have a computer and Excel 2007 or higher. Basic skills such as opening Excel and doing basic calculations are assumed.
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 : 01-Jun-2021
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 :

NASBA QAS - Text - NASBA Registry - 631

Keywords : Specialized Knowledge and Applications, Managing, Data, Excel, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

    1. Recognize basic components of a database
    2. Identify and apply different ways to sort data
    3. Define and apply filtering techniques
    4. Recognize the steps required to create and copy subtotals and nested subtotals
    5. Recognize when it is appropriate to use a pivot table
    6. Recognize the steps to create, edit and format pivot tables
    7. Recognize how components of a database function and how to apply them
    8. Recognize how to apply and remove conditional formatting
    9. Recognize and apply an Outline format
Course Contents :

Chapter 1 - Managing Volumes of Data with Excel

Excels Data Features

Sorting Data


Sorting Chronologically

Customized Sorts

Review Questions


Filtering Data

Review Questions


Create an Outline

Automatic Outline

Remove an Outline

Manual Outline

Review Questions



Nested Subtotals

Copying the Summarized Subtotal Information

Review Questions


Pivot Tables

Rearrange Data in a PivotTable

Add Data to the Report Filter

Refresh your data

Filtering (Hiding) Data

Detail Drill Down

Displaying Data



Renaming Fields

Custom Calculations


Review Questions


Database Functions

Review Questions


Conditional Formats

Adding a Condition to Existing Rule

Delete Conditional Formatting

Finding conditional formatted cells

Review Exercise -On Your Own

Review Questions


Links for Spreadsheets



CPE Computer Software & Applications Course: https://www.cpethink.com/excel-cpa-courses
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