Intermediate & Advanced Excel for the CPA Self-Study Webinar (6 Hours)

Overview: 

Intermediate & Advanced Excel for the CPA is specifically designed to introduce CPAs and their staff to many of the unknown or rarely used capabilities of Microsoft Excel.

Objective: 

To provide CPAs and other financial professionals with the less known capabilities of Microsoft Excel.

Emphasis: 
  • Conditional formatting
  • Cell styles
  • Find and select
  • Inserting graphs, sparklines, SmartArt, hyperlinks, pictures and shapes
  • Formulas tab: using, managing and creating names, formula auditing and the Watch Window
  • The power of the SUMIF, VLOOKUP and other formulas
  • The why and how of tables: the Quick Analysis tool
  • Text to columns
  • Flash Fill
  • Data validation
  • Pivot Tables
  • The Data Model
  • Power Pivot
  • Introduction to Power View

• Recognize how to override Excel default or preference settings

• Recognize how to change the way in which Excel corrects and formats text as you type

• Identify how to set Excel to automatically save a new workbook file to a format other than .xlsx

• Recognize how to change the direction of the next cell after Enter

• Identify the default views under the Quick Access toolbar

• Identify where to find specific security and privacy settings

• Identify the tool used to accentuate information in a schedule or data base

• Recognize the tools used to define formatting rules that highlight cells with specified values

• Recognize the tools used to insert colored bars to represent totals in the columns being analyzed

• Recognize the tools used to generate graphical lists and relationship charts using a preexisting gallery

• Identify the tools used to draw predefined and free-form graphic shapes

• Identify the option boxes available under a chosen graph

• Identify the suggested method for learning charting and graphing options

• Recognize the role of Sparklines

• Recognize the role of pivot tables

• Recognize the characteristics of pivot tables

• Identify the role of the SUMIF function

• Identify alternatives to the Vlookup Formula

 
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Price: 
$199.00
Prerequisite: 

None. Required: Please have Excel installed on your computer.

Preparation: 

No advance preparation required.

Level of Knowledge: 

Intermediate.

CPE Credit: 
6.00
NASBA Field of Study: 
Computer Software & Applications