Use Landscape to see Search/Filter
Item Types:
Field of Study:
CPE Hours:
Course Details

Must Know Excel Tips Tricks and Tools for CPAs - v08 (Course Id 868)

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

Specialized Knowledge - Specialized Knowledge for Course Id 868

Description :

This course is designed for the intermediate user of Excel 2013 and 2016 who are looking to improve their productivity and to learn some cool new Excel skills. The course covers some basics, along with some advanced tips and tricks on selecting, navigating as well as copying and moving data efficiently. It also covers a spectrum of functions that can be used in everyday practice. Functions such as SUBTOTAL, SUMIF, SUMIFs as well as INDEX MATCH are discussed. New functions, such as AGGREGATE, IFNA,TEXTJOIN and IFS functions are covered. Comparing lists using arrays is overviewed. Pivot tables are discussed in detail. Other topics include: functions and tools for importing data into Excel, conditional formatting as well as charts. There are no associated Excel files.

Usage Rank : 0
Release : 2018
Version : 1.0
Prerequisites : Knowledge of Excel and how to create a formula and use functions.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-Jul-2019
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 - Technical - NASBA Registry - 868

Keywords : Specialized Knowledge and Applications, Excel, Tips, Tricks, Tools, CPAs, v08, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

    1. Recognize different short cut keys and what they do
    2. Recognize the steps needed to pin a file
    3. Identify and create range names
    4. Recognize different ways to navigate within and between Excel workbooks
    5. Identify some of Excel’s new features and functions
    6. Recognize different copy and move methods
    7. Identify different types of formatting and how to apply them
    8. Identify different functions and formulas and when to apply them
    9. Recognize the different components of a Pivot Table and how to create and edit them
    10. Identify types of charts to use and how to create them
    11. Identify features that allow you to evaluate the workings of formulas and functions
Course Contents :

Chapter 1 - Must Know Excel Tips Tricks and Tools for CPAs

Shortcut Keys

Review Questions – Shortcut Keys

Selecting Data


Other Quick Tips on Selecting Data

Review Questions – Selecting Data


Navigating to Your Most Used or Favorite Files – Pin It!

Navigating Around a Worksheet

Range Names

Navigate Between Sheets

See Multiple Worksheets in the Same Workbook at Once

Navigate Between Excel Files Using Side by Side

Navigate Between Excel Files

Go To Special

Create a Table of Contents

Copying / Moving/Grouping

Grouping Sheets

Sum A Cell in Multiple Sheets at One Time

Copy a Sheet

Moving/Copying Sheets to a Different Workbook

Copying Filtered or Subtotaled Data

Review Questions- Copying/Moving/Grouping

Miscellaneous Productivity Tips Customizing Your Toolbar

Creating a Multi-Tiered List

Watch Window

Removing Duplicates


Sorting and Custom Lists


Create Nested Subtotals

Copying Subtotals and Grand Totals Only

Review Questions- Miscellaneous Productivity

Custom Formats

Fixed Decimal Places

Formatting Subtotal Rows

Conditional Formatting

Conditional Formatting

Review Question- Formatting

Must Know Functions Nested IF




Conditional Functions SUMIF()


Handling Text

Text Import Wizard

Text Commands





LEN() and LEFT()


Miscellaneous Formulas You May Actually Need One Day

Comparing Lists

Using Count Functions with Other Functions


Convert a Date

Determining the Median and Mode

Determining Rank

TRUNC() and INT()

Review Questions- Functions

Pivot Tables

Creating a Pivot Table

Report Filter

Drilling Down

Pivot Table Calculations

Create a Custom Calculation

Create a Calculated Field:

Grouping by Date


Miscellaneous Pivot Table Tips

Review Question- Pivot Tables


Quick Tips

Display Units

Switch Rows/Columns – Reorder Legend/ Empty Cells

Numbers on the X axis

Create a Dynamic Version of Your Original Chart (or data)

Create a Combination Chart

Add a Series into the Chart

Delete a Series in a Chart

Selecting Data for A Chart

Dynamic Chart Title

Select All Charts at Once

Review Questions- Charts


Sort Left to Right




CPE Specialized Knowledge and Applications Course: https://www.cpethink.com/excel-cpa-courses
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
Exam completed on .

Do you want to add the course again?