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Managing Data with Excel (Course Id 631)

QAS / Registry   Add to Cart 
Author : Patricia McCarthy, MBA
Status : Production
CPE Credits : 5.0
IRS Credits : 0
Price : $44.95
Passing Score : 70%
NASBA Technical: Yes
Primary Subject-Field Of Study:

Specialized Knowledge - Specialized Knowledge for Course Id 631

Description :

This EBook shows you how to take basic rows and columns of data and to manage it 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 take a 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 : 2017
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 :
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-May-2017
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 - NASBA Registry - 631

Keywords : Specialized Knowledge and Applications, Managing, Data, Excel, cpe, cpa, online course
Learning Objectives : Excel Data Management Course Objective: To discover ways to manage and transform large volumes of data into useful information that can be analyzed and used in the decision making process.

Learning Objective:

Participants at the end of this course will be able to:
    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 and 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 -Ascending/Descending

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


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



Excel Course 631 Home: https://www.cpethink.com/excel-cpa-courses
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