myCPE
myCPE

Certified Intermediate Excel Professional Course (CIEPC)

Gain a competitive edge with in-depth skill focused program

Last Updated

December, 2024

CPA in Canada, CPA (US), CA - ICAEW
36 Hours 
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
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What You’ll learn

Explore your potential with the Certified Intermediate Excel Professional Course (CIEPC). This course bridges the gap between basic and advanced Excel knowledge, focusing on intermediate-level techniques for efficient data analysis, reporting, and automation. Gain proficiency in tools like PivotTables, logic functions, and dashboards to make your data-driven decision-making more effective and streamlined.

Get Deeper Understanding of:

  • Using PivotTables for effective grouping and summarization of data.
  • Mastering Excel's logic functions for precise and accurate calculations.
  • Designing interactive and visually appealing Excel dashboards for reporting.
  • Automating repetitive tasks with LET and LAMBDA functions.
  • Performing What-If Analysis to evaluate different scenarios and outcomes.

Recommended For:

  • CPAs and financial analysts who seek to advance their Excel skills beyond basic functions and gain expertise in data analysis, reporting, and automation.
  • Business Professionals like operations managers, marketing analysts, and project managers who need to enhance their ability to analyze and present data more effectively using intermediate Excel tools.
  • Individuals looking to strengthen their Excel capabilities for career growth, improve efficiency in data handling, and better support decision-making processes in various business settings.

Why take the Certified Intermediate Excel Professional Course (CIEPC) Course with MYCPE ONE?

Resources included

  • Handout PDFs for every Module
  • Glossary/Key Terms for every module
  • Q&A directly with instructors.

Career Opportunities

  • Data Analyst
  • Business Intelligence Analyst
  • Marketing Analyst
  • Operations Manager
  • Reporting Specialist

Value Addition to your skills

  • Enhanced Data Analysis and Reporting
  • Streamlined Automation with Excel Functions
  • Improved Decision-Making with What-If Analysis
  • Increased Proficiency in Excel Dashboards
  • Time-Saving Data Management Skills
  • Strong Problem-Solving and Analytical Capabilities

Courses

Course Title Time
1 Hour
  • Identify how to expand and collapse data groups in pivot tables.
  • Recognize the best approach for formatting numbers in pivot tables.
  • Identify the default location for pivot table data when selecting a field checkbox.
1.5 Hours
  • Harness Pivot Tables to transform raw data into insightful reports and summaries.
  • Review optimal data structuring techniques to enhance Pivot Table effectiveness.
  • Master designing, formatting, and summarizing Pivot Table reports for clarity, including conversions into charts.
2 Hours
  • Summarize PivotTable data by grouping based on dates or custom arrangements.
  • Automate data refreshing in PivotTables and apply Slicer features for better interactivity.
  • Clean up PivotTables efficiently and explore custom list creation for enhanced reporting.
2 Hours
  • Recall the basics of the IF function and explore advanced uses.
  • Identify VLOOKUP as an alternative to the IF function and understand the IFERROR function's purpose.
  • Discuss IS functions and how to use them, along with the behavior of SUMIF when no match is found.
2 Hours
  • Identify alternatives to the word TRUE in VLOOKUP for approximate matches.
  • Recall the maximum number of criteria pairs allowed in the SUMIFS function.
  • Explore the purpose and use of the IFERROR function.
1 Hour
  • Define and apply the LET function to simplify formulas and improve readability.
  • Create and manage range names in Excel for better data organization and navigation.
  • Use the LAMBDA function to build custom worksheet functions and automate tasks.
2 Hours
  • Apply Excel's IFERROR function to handle formula errors and ensure smooth calculations.
  • Utilize range names and the Show Formulas feature for better formula management and ease of use.
  • Explore key formula management techniques, including copying formulas, tracing precedents, and handling common formula errors.
2 Hours
  • Isolate user entries to a dedicated inputs worksheet while protecting calculations and budget schedules on separate worksheets.
  • Apply range names and the Table feature to enhance spreadsheet resilience and maintainability.
  • Recall that the SUMIF function returns a zero if no match is found.
2 Hours
  • Recall how to reformat Social Security Numbers using Excel’s Flash Fill feature.
  • Discuss how to assign random numbers to a data set in Excel.
  • Apply password-protection techniques for sensitive payroll files, worksheets, and spreadsheet columns.
2 Hours
  • Sum values based on a single criterion and multiple criteria in Excel.
  • Use Microsoft Query to import data from one workbook to another and explore it as a Workbook Link alternative.
  • Duplicate columns, rows, or cells within a worksheet and discuss data security prompts in Excel.
2 Hours
  • Recognize how to duplicate Excel worksheets and use mouse tricks for the same task.
  • Apply the Advanced Filter and Remove Duplicates features, and explore the UNIQUE function available in Office 365.
  • Use pivot tables to identify duplicate entries, and explore data validation techniques to prevent duplicates and unlock validation cells.
2 Hours
  • Identify how to hide and unhide worksheets, and apply the Custom Views feature for multiple uses of a single data set.
  • Recognize the Zoom feature in worksheets and recall how to make the same edits across multiple worksheets simultaneously.
  • Use Custom Views to manage the visibility of columns, rows, worksheets, and print settings.
4 Hours
  • Use Quick Analysis for data visualization and create dashboard-like reports.
  • Leverage Microsoft Query for persistent, self-updating data connections.
  • Select nonadjacent rows/columns and identify slicer compatibility in Excel versions.
2 Hours
  • Discuss the Go To Special option allows you to select all form controls on a worksheet at once.
  • Analyze what the linked cell for a checkbox displays when a user clicks the checkbox on.
  • Identify the feature that offers the most efficient means of storing a paragraph or more of text in a worksheet.
2 Hours
  • Identify when to use Excel’s Goal Seek feature versus Solver.
  • Discuss how to use the Data Table feature in Excel to compare calculation results based on varying inputs.
  • Analyze how to make one worksheet serve multiple purposes by way of Excel’s Scenario Manager.
1 Hour
  • Identify critical components of Excel, including formulas, data management, and charting techniques, to enhance your workflow.
  • Master different ways to initiate commands in Excel, such as using the ribbon, right-click menu, etc.
  • Apply dynamic features through formulas, cell formatting, and proper page layout to optimize data presentation and functionality.
1.5 Hours
  • Identify key Excel components, including TEXT functions, file, and sheet names.
  • Explore basic VBA creation with Macro Recorder and batch processing techniques.
  • Discover methods for synchronizing charts in dashboard reporting for cohesive data analysis.
4 Hours
  • Identify QuickBooks features for streamlining reports and using pivot tables in Excel for faster analysis.
  • Explore how to enable browser settings for launching Excel files exported from QuickBooks Online.
  • Define ideal data for pivot tables and recall key techniques, like Text to Columns and selecting non-adjacent items in a Slicer.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

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Frequently Asked Questions

This course covers a wide range of intermediate Excel topics designed to enhance your data management and analytical skills. You'll learn how to use advanced PivotTables for efficient data analysis, apply powerful logic functions like IF, VLOOKUP, and SUMIF, and create interactive dashboards and dynamic spreadsheets. Additionally, the course introduces advanced problem-solving tools like LET, LAMBDA, and What-If Analysis to help streamline data processes and decision-making. By the end of the course, you'll be equipped with the Excel skills needed for more efficient data management and reporting.

This certification will significantly enhance your Excel proficiency by teaching you essential tools and techniques to streamline tasks, improve data analysis, and make data-driven decisions. You'll gain practical skills in automating processes, creating dynamic reports, and solving complex problems, which can be immediately applied to real-world scenarios. The knowledge gained will not only boost your productivity but also make you more efficient in handling data, reporting, and decision-making tasks in your professional role.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.
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