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


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.


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

  • 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


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


No advance preparation required.

Level of Knowledge: 


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