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| Author : | Lenny Wu, CPA, CGA, MBA |
| Course Length : | Pages: 16 ||| Review Questions: 5 ||| Final Exam Questions: 8 |
| CPE Credits : | 1.5 |
| IRS Credits : | 0 |
| Price : | $21.95 |
| Passing Score : | 70% |
| Course Type: | Video - NASBA QAS - NASBA Registry |
| Technical Designation: | NonTechnical |
| Primary Subject-Field Of Study: | Computer Software & Applications - Computer Software & Applications for Course Id 2204 |
| Description : |
The course is presented as a case study course. First, we start from building a short version Profit & Loss report based on system data. In this case, we teach students how to avoid hard-coded numbers and hard-linked sources in the report. Instead, we deploy some advanced formulas that make the report dynamic. Second skill is about using pivot tables in reporting. It makes reporting much easier by slicing and dicing. This skill can differentiate rookies and gurus. Third, we fine-tune the model by upgrading it into a dynamic model by including the assumption page, data page, reporting page, dashboard, and proof check. Fourth, once reports are completed, we need to generate region-specific reports to distribute to regional managers. We can automate the whole report generating process through a programming language in Excel called VBA (Visual Basic Application). Last, once we receive revised reports from regional managers, we need to consolidate them into the corporate P&L report. We teach methods at all levels: basic, intermediate and advanced. |
| Usage Rank : | 33333 |
| Release : | 2023 |
| Version : | 1.0 |
| Prerequisites : | |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed. |
| Additional Links : |
The Importance of Excel in Business
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| Advance Preparation : | |
| Delivery Method : | QAS Self Study |
| Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
| Revision Date : | 25-Dec-2023 |
| 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 : | Video - NASBA QAS - NASBA Registry - 2204 |
| Keywords : | Computer Software & Applications, Top5, Excel, Skills, Rookie, Guru, Video, cpe, cpa, online course |
| Learning Objectives : |
Course Learning Objectives After this course, you will be able to:
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| Course Contents : | Chapter 1 - Top 5 Excel skills: from Excel rookie to Excel guru Chapter 1 Review Questions Glossary/Index |
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