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Course Details

Must Know Excel Tips Tricks and Tools for CPAs - v11 (Course Id 868)

QAS / Registry
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Author : Patricia McCarthy, MBA
Course Length : Pages: 70 ||| Review Questions: 15 ||| Final Exam Questions: 25
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 intermediate users of Excel who are looking to improve their Excel skills and productivity. The course covers some basics, along with some advanced tips and tricks. It starts with how to select and navigate through data and worksheets as well as copying and moving data efficiently. It then details a wide spectrum of functions that can be used in everyday practice. Functions including SUBTOTAL, SUMIF(), and INDEX MATCH are discussed. New functions, such as AGGREGATE(), IFNA(),TEXTJOIN() , CONCAT() and IFS() are covered. Learn how to comparing lists using arrays. Pivot tables are discussed in detail. Other topics include:  Charts, Conditional formatting, and tools for importing data into Excel. XLOOKUP() and dynamic arrays are briefly touched upon. You will definitely impress your coworkers with all your new knowledge!  There are no associated Excel files however topics are gone over in  a detailed step by step fashion that is easy to follow.

Version:  Excel 2019 and Microsoft 365 users. Users of Excel 2010 through 2016 should not have a lot of difficulty; however, some features may not be available or may be in a slightly different location.

Usage Rank : 0
Release : 2021
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 : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 19-Apr-2021
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, v11, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

    1. Recognize different short cut keys and their function
    2. Recognize the function of pinning 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. Recognize different functions and formulas and how 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

Auto Filter

Quick Analysis

Selecting and Editing Formulas


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

Review Questions - Navigating

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

Transposing Columns

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

Review Question - Formatting

Must Know Functions

Logical, Conditional and Lookup Functions

Nested IF



The Plurals



TEXT Functions and Import Wizard

Text Import Wizard






LEN() & LEFT()


Miscellaneous Formulas You May Actually Need One Day

Comparing Lists



Using Count Functions with Other Functions


Convert a Date to a Calendar Quarter

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

Group 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

Miscellaneous Tips

Sort Left to Right





CPE Specialized Knowledge and Applications Course: https://www.cpethink.com/excel-cpa-courses
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