Creating Custom Functions in Excel FLEXCAST
Available Until
Your Desk
2.0 Credits
Member Price $98.00
Non-Member Price $113.00
Overview
This course covers how to create a custom function (sometimes called an UDF or user-defined function) in Excel. A custom function is a calculation that the user creates and names. This custom function is then stored in Excel and can be recalled when it is needed. In this course, we will be using the Visual Basic Editor and using a couple of VBA keywords; however, this is NOT a VBA or programming course. You will create a couple of different custom functions and then see how to create an Add-ins file so that these functions can be used in all your workbooks.
Highlights
Basic rules. Creating a custom function. Editing and deleting a custom function.
Prerequisites
None.
Designed For
CPAs and other accounting, financial, and business professionals who want to create custom functions in Excel.
Objectives
Recognize how to find and access the Visual Basic Editor. Identify the components of custom functions and how to use them. Recognize how to create, save and remove custom functions. Recognize the implications of creating custom functions and how they work.
Preparation
None.
Notice
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Patricia McCarthy, Western CPE
Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award.
She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona.
Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.
Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.
Non-Member Price $113.00
Member Price $98.00