Excel 2007: Tools and Tips for the CPA (Currently Unavailable)

Author: Patricia McCarthy

CPE Credit:  3 hours for CPAs

This is a great course if you are looking for some helpful tips on increasing your efficiency and productivity in Excel. The manual is set up in a question and answer format by topic.

This manual is based upon Excel 2007 but can be used with Excel 2003.

Publication Date: July 2012

Number of Pages: 50

Designed For
Practitioners at all levels regardless of practice concentration, who would like to improve their Excel skills.

Topics Covered

  • Quick Overview of Excel 2007 basics: Enhanced Features in Excel 2007; Filter, Conditional Formatting, Sort, IFERROR
  • Basics: Selecting Data, Navigating Around, Copy/Group Data; Work with Formulas, Printing
  • Analytical and Productivity Tools: Subtotals, SUMIF, SUMIFS, Index Match, Pivot Tables; Linking Excel Charts into PowerPoint, Get External Data, Text Commands; Remove Duplicates
  • Improvements within Excel 2007: Introduction of the Ribbon, Remove Duplicates, IFERROR, Data Visualization, and sort.

Learning Objectives

  • Become Familiar with the key new features of Excel 2007.
  • Be able to navigate and copy more efficiently.
  • Link external Excel files into a PowerPoint presentation.
  • Import data and then manage it through text commands.
  • Lookup data efficiently.
  • Become comfortable with nesting and copying subtotals.
  • Identify new functions such as IFERROR and SUMIFs.

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Computer Science (3 hours)

Program Prerequisites
An intermediate knowledge of Excel is expected. You need to have an understanding of absolute cell references and range names as well as a basic understanding of functions. You need to be able to open, find and save files. This course is based upon Excel 2007 but can easily be used with Excel 2003.

Advance Preparation
None

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