Total Credits: 2.0 including 2.0 Computer Software & Applications - Non-technical
Tags: CPAX CPAX Excel
This course is designed to build the foundation to becoming an Excel formula expert. Our focus will be on design techniques that should be used when creating formulas. Excel has over 500 functions and among those, Defined Names is one of the top choices in creating formulas that make your spreadsheets work better for you. After understanding what they are and how to properly create Defined Names, you will wonder how you managed without them for so long. You will learn how to use Defined Names and Excel Tables as an important and fundamental part of EVERY spreadsheet. You will learn techniques that most advanced users don't implement in their spreadsheets but should. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.
Learning Objectives:
After completing this course you will have the ability to...
- Use Defined Names to create formulas more efficiently
- Create Excel Tables to improve spreadsheet accuracy
- Utilize structured calculations in Excel Tables
Program Content:
The major topics that will be covered in this class include:
- Using Defined Names in formula creation
- Learning how Defined Names can lead to more accurate spreadsheets
- Using the structured calculations in Excel Tables
Who should attend: Anyone who wants to become an expert in using Excel formulas
Course Name: Excel - Two Must-Know Features: Defined Names & Tables
Course Code: CXOXLS121S2
Developed By: CPA Crossings, LLC
Instructor: Bryan L. Smith, CPA.CITP, CISA
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Format: QAS Self-StudY
Defined Names Handout v1.8 (2.5 MB) | Available after Purchase |
Defined Names Practice Material v1.7 (64.5 KB) | Available after Purchase |
Course Description (106 KB) | Available after Purchase |
Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.
He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.
Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs
John is the co-founder of CPA Crossings, LLC, established in 2001, which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services. John delivers over 100 presentations annually on a wide range of accounting industry related technology topics including Blockchain, big data, data analytics, cloud computing and all things Office 365.
Some of John’s key accomplishments include induction into the AICPA Business & Industry Hall of Fame and selection as a top 25 thought leader for the accounting profession by CPA Practice Advisor magazine from 2011 through 2019. John was a former national technology consulting partner with BDO, LLP and past chair of the Michigan Association of CPAs. John also co-authored the book 10 Steps to a Digital Practice published by the AICPA.
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