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Managing Data with Excel (Course Id 2714)

QAS / Registry
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Author:

Patricia McCarthy, MBA

Course Length:

Pages: 37 ||| Word Count: 8470 ||| Review Questions: 15 ||| Final Exam Questions: 25

CPE Credits:

5.0

IRS Credits:

0

Price:

$44.95

Passing Score:

70%

Course Type:

Text
Managing Data with Excel: improving accuracy, speed, and analysis with practical Excel skills - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This course teaches how to transform raw data in Excel into actionable insights using sorting, filtering, subtotals, pivot tables, and database functions.

  • Covers Excels basic database features of sorting and filtering data before exploring subtotals and nested subtotals.
  • Explores pivot tables as a tool for summarizing and analyzing large sets of data.
  • Explains how to use database functions and apply conditional formatting to organized data.
  • Worth 5.0 CPE credits in Computer Software and Applications as a self study text course on managing data with Excel, requiring a 25 question final exam preceded by 15 review questions and a 70% passing score.

Frequently Asked Questions:

The Managing Data with Excel course explores the pivot table as one of Excels most useful data summarization features.

This course recognizes the steps required to create and copy subtotals and nested subtotals.

This course recognizes how to apply and remove conditional formatting to data.

This course recognizes how to apply an Outline format to organized data.

This course is a NonTechnical, self study text course worth 5.0 CPE credits in Computer Software and Applications, requiring a 25 question final exam preceded by 15 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 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 then discusses how to use Database functions and apply conditional formatting to data.

Usage Rank:

45000

Release:

2025

Version:

1.0

Prerequisites:

Basic file management skills (open/close) are assumed. Basic Excel skills of navigation, using cell references and basic formulas such as =SUM() are assumed.
Version: Excel 2010 and up through Office 365.

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:

20-Nov-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:

Managing Data with Excel: improving accuracy, speed, and analysis with practical Excel skills - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

  • Recognize basic components of a database
  • Identify and apply different ways to sort data
  • Define and apply filtering techniques
  • Recognize the steps required to create and copy subtotals and nested subtotals
  • Recognize when it is appropriate to use a pivot table
  • Recognize the steps to create, edit and format pivot tables
  • Recognize how components of a database function and how to apply them
  • Recognize how to apply and remove conditional formatting
  • Recognize and apply an Outline format

Course Contents:

Chapter 1 - Managing Data with Excel

Excel’s Data Features

Sorting Data

Ascending/Descending

Sorting Chronologically

Customized Sorts

Review Questions

 

Filtering Data

Review Questions

 

Create an Outline

Automatic Outline

Remove an Outline

Manual Outline

Review Questions

 

Subtotals

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

Subtotals

Formatting

Renaming Fields

Custom Calculations

Grouping

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

 

Glossary

Click to go to: Excel Courses for Accountants | Excel CPE Courses for CPAs
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