Author : | Joseph P Helstrom, CPA |
Course Length : | Pages: 85 ||| Word Count: 27,616 ||| Review Questions: 18 ||| Final Exam Questions: 30 |
CPE Credits : | 6.0 |
IRS Credits : | 0 |
Price : | $53.95 |
Passing Score : | 70% |
Course Type: | NASBA QAS - Text - NASBA Registry |
Technical Designation: | NonTechnical |
Primary Subject-Field Of Study: | Computer Software & Applications - Computer Software & Applications for Course Id 600 |
Description : | This course explores functions in Excel that CPAs need to use to enhance productivity and ensure accurate answers when working with data. Functions are built-in, preset formulas in the Excel program that calculate certain values or accomplish a certain calculation goal. Functions are essential to CPAs as they provide a simplified user interface to work with complex formulas. This course covers basic functions and then goes into logic functions, text functions, lookup functions and financial functions. This course provides step by step instruction and Excel practice exercises. Functions discussed include: Database functions such as DSUM and DCOUNT; Lookup functions such as XLOOKUP and INDEX MATCH, Logic functions such as IF OR, IFERROR; Text functions such as CONCAT, LEN,TEXTSPLIT and TEXTBEFORE. A lot of time is given to financial functions with multiple little case studies as it delves into PV,PMT,NPER FV and RATE. Basically, every important function you need to know! |
Usage Rank : | 29459 |
Release : | 2024 |
Version : | 1.0 |
Prerequisites : | None. |
Experience Level : | Overview |
Additional Contents : | Complete, no additional material needed. |
Additional Links : |
The Importance of Excel in Business
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Advance Preparation : | None. |
Delivery Method : | QAS Self Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
Revision Date : | 13-Dec-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 : | NASBA QAS - Text - NASBA Registry - 600 |
Keywords : | Computer Software & Applications, Must, Know, Excel, Functions, CPAs, cpe, cpa, online course |
Learning Objectives : |
Course Learning Objectives Upon completion of this course, you should be able to:
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Course Contents : | Chapter 1 - Must Know Excel Functions for CPAs Introduction The SUM Function The SUBTOTAL Function The SUMPRODUCT Function The DSUM Function The SUMIF Function The SUMIFS Function Review Questions The COUNT Function The COUNTA Function The COUNTBLANK Function The COUNTIF and COUNTIFS Functions Using COUNTIF to Find Duplicates The COUNTIFS Function The DCOUNT Function The AGGREGATE Function Review Questions Logic Functions Boolean Logic Logical Functions for Selection of Items Locating Formula Exceptions ISERROR Handling Formula Exceptions IFERROR and IFNA IFNA Review Questions Working with Text LEFT RIGHT MID CONCAT TEXTBEFORE,TEXTAFTER, TEXTSPLIT TEXTJOIN LEN Numbervalue Lookup Functions Index and Match Functions Vlookup Function XLOOKUP Date Functions DATEVALUE NOW() Function DAYS Review Questions Time Value of Money Functions Present Value of a Single Sum Future Value of a Single Sum Present Value of Annuities Future Value of Annuities Computing the Periodic Payment Computing the Rate Computing Number of Periods RRI Function PDURATION Function Review Questions Other functions IFS SWITCH Comprehensive Case Study Exercises Suggested Answers to Comprehensive Case Study Exercises Link for Spreadsheet Glossary |