Maximize Excel: Certification Exam Prep (Video) (Course Id 2790)

• Who is this course for?
  This course is designed for CPAs, accountants, and other professionals seeking Continuing Professional Education (CPE) who want to strengthen their Microsoft Excel skills, particularly those preparing for the MO-210 Excel certification exam or looking to improve spreadsheet productivity.

• What is this course about or what problem does this course solve?
  This course focuses on preparing participants for Excel certification while demonstrating practical spreadsheet techniques such as importing data, filtering records, linking workbooks, using named ranges, working with modern Excel functions like UNIQUE and SEQUENCE, and improving worksheet auditing and navigation.

• How can the knowledge from this course be used?
  The knowledge gained can be used to work more efficiently in Excel by applying advanced functions, improving worksheet structure with tables and structured references, navigating large workbooks more easily, and using tools that enhance data analysis and reporting.

• Why is this course important to a CPA or Accountant?
  This course is important because Excel is widely used in accounting and financial analysis, and mastering features such as advanced functions, workbook linking, and formula auditing can significantly improve accuracy, efficiency, and productivity in spreadsheet-based tasks.

• When is this course relevant or timely?
  This course is especially relevant for professionals preparing for the MO-210 Excel certification exam or those wanting to stay current with newer Excel capabilities such as modern functions, spilled ranges, and updated productivity tools.

• How is a course like this consumed or used?
  This video-based self-study course is completed online, where participants watch the instructional presentation, review the material, and pass a final exam with a minimum score of 70% to earn CPE credit.

In this Microsoft Excel Certification Exam Prep presentation, author and Microsoft Excel expert David H. Ringstrom, CPA, walks you through a wide range of topics that frequently appear on the MO-210 certification exam and are essential for real-world productivity. You’ll learn practical skills such as importing data, filtering records, and linking workbooks; streamlining navigation with named ranges; and using tools like Sparkline and chart sheets. David also explains how to work with newer Excel functions such as UNIQUE, SEQUENCE, and RANDBETWEEN, as well as modern cell references—including spilled ranges. Throughout the session, you’ll discover efficiency tips like customizing the Quick Access Toolbar, using Show Formulas to audit worksheets, and improving accessibility by avoiding image-based data. Whether you’re preparing for certification or sharpening your skills, this session provides essential insights to elevate your Excel game.

David H. Ringstrom, CPA, has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”.

In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.

Video - NASBA QAS - NASBA Registry - 2790

Course Learning Objectives

• Recall the key that allows you to group a series of adjacent worksheets at once.
• Recall the keyboard shortcut that toggles absolute references within a formula.
• Describe how Excel Tables and structured references improve formula readability and cross-sheet referencing.

Chapter 1 - Maximize Excel: Certification Exam Prep

Chapter 1 Review Questions

Key Terms