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Operations Management Techniques in Excel (Video) (Course Id 2749)

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Author:

David Ringstrom, CPA

Course Length:

Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 10

CPE Credits:

2.0

IRS Credits:

0

Price:

$29.95

Passing Score:

70%

Course Type:

Video
Operations Management Techniques in Excel (Video) - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This course teaches Excel techniques for operations management, covering Power Query, data security, functions, macros, and conditional formatting to streamline business workflows.

  • Demonstrates how to extract data from PDFs using Power Query and enhance external data source security.
  • Covers creating Excel tables with total rows, filtering with slicers, and applying lookup functions such as VLOOKUP, INDEX MATCH, and XLOOKUP.
  • Explains how to automate repetitive tasks with macros and apply conditional formatting for operational scenarios.
  • Worth 2.0 CPE credits in Computer Software and Applications as a self study video course on Excel operations management, requiring a 10 question final exam preceded by 6 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

The Operations Management Techniques in Excel course identifies the XLOOKUP argument that displays an alternate value in place of #N/A.

This course identifies items that can be added to a PivotTable from the PivotTable field list.

This course recalls the section of the Excel Options dialog box where the AutoRecover setting resides.

This operations management in Excel video course is worth 2.0 CPE credits in Computer Software and Applications as a NonTechnical, self study course, requiring a 10 question final exam preceded by 6 review questions (optional), passed at 70%. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

In this webinar Excel expert David H. Ringstrom will guide you on extracting PDFs with Power Query, exploring Power Query properties, enhancing external data security, creating Excel tables, adding total rows, filtering tables with slicers, utilizing functions such as IF, nested IF, VLOOKUP, IFNA, and MATCH, as well as INDEX/MATCH functions, XLOOKUP for horizontal lookup, automating tasks with macros, creating macro icons, applying conditional formatting for greater than scenarios, utilizing data bars, managing scenarios effectively, and summarizing Scenario Manager features.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Usage Rank:

20000

Release:

2025

Version:

1.0

Prerequisites:

Prior experience with Microsoft Excel is recommended.

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:

08-Jan-2026

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.

Keywords:

Operations Management Techniques in Excel (Video) - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

Upon completion of this course, participants will be able to do the following:
  • State which XLOOKUP argument causes an alternate value to be displayed in lieu of #N/A.
  • Identify the items that can be added to a PivotTable from the PivotTable field list.
  • Recall the section of the Excel Options dialog box where the AutoRecover setting resides that controls how often Excel creates a back-up copy of your workbooks.

Course Contents:

Chapter 1 - Operations Management Techniques in Excel

Chapter 1 Review Questions

Key Terms

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