Using Excel Decision-Making Functions FLEXCAST
Available Until
Your Desk
3.0 Credits
Member Price $98.00
Non-Member Price $113.00
Overview
This course offers a detailed exploration of Excel’s logical and decision-making functions, a crucial skill set for professionals in budgeting and analysis. It features comprehensive instruction on functions such as IF, IFS, AND, OR, AVERAGEIF, SUMIF, COUNTIFs, and MAXIFS, as well as IFERROR and IFNA. Participants will benefit from learning how to accurately identify, access, and apply these functions within Excel to enhance their data analysis capabilities. The course provides insights into the syntax, components, and characteristics of various decision-making functions, enabling participants to perform more sophisticated data manipulations and extract valuable insights. Additionally, the course covers the nuances of nested and embedded functions within an IF statement, offering clarity on their differences and usage. Accompanied by exercise files, this course is particularly beneficial for tax, accounting, and finance professionals seeking to leverage Excel’s full potential in their day-to-day work.
Highlights
IF Statements. IFs FUNCTION. AND, OR, and NOT. SUMIF. COUNTIF. SWITCH.
Prerequisites
None.
Designed For
CPAs and other accounting, financial, and business professionals who want to extend their knowledge with Excel.
Objectives
Identify different decision-making functions, noting their purpose and how to access them in Excel. Recognize the components and characteristics of the different decision-making functions. Recognize the syntax of different decision-making functions in order to understand the calculation specifications for a desired answer. Recognize the characteristics and requirements of nested and embedded functions within an IF statement, noting differences and usage.
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