Excel Tips Tricks and Tools for CPAs

Course 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 discussed include creating nested Ifs and exploring a variety of text functions  such as RIGHT(), MID() and LEN(). SUMIF() and INDEX MATCH are also discussed. New functions, such as XLOOKUP(),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. You will definitely impress your coworkers with all your new knowledge!
An exercise file containing a few of the examples in the eBook are included. All topics are gone over in  a detailed step by step fashion that is easy to follow whether you wish to use the optional exercise files or not.

Learning Objectives:

Upon successful completion of this course, participants will be able to:

1. Recognize different short cut keys and their function
2. Recognize  the function of pinning a file to Favorites
3. Identify and create range names
4. Recognize different ways to navigate within and between Excel workbooks
5. Identify some of Excel’s newer 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