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11 Timesaving Worksheet Functions 1.5 Credits

11 Timesaving Worksheet Functions 1.5 Credits

  • Rating

    4.6
  • Reviewed on

    January, 2024
  • Subject Area

    Computer Software and Applications

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  • Access the course at your convenience
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Nov 21, 2024 | 11:00 AM ET

Learning Objective

  • To define the arguments used in the VLOOKUP function.
  • To recall the character to use with SUMPRODUCT to separate criteria arguments when using the function to sum or count values.
  • To identify how the SUMIFS function returns if a match cannot be found.

Course Overview

Microsoft Excel offers hundreds of worksheet functions, so how do you know which ones can save you time? In this webinar, Excel expert David H. Ringstrom, CPA, has chosen a selection of worksheet functions that will help you work more efficiently. 

David demonstrates every technique at least twice in this online CPE course: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the online CPE Excel webinar.

  • You will learn how to make decisions with the IF function or streamline complex decision-making with IFS. 
  • Identify the largest or smallest number from a list, either specifically or based upon criteria. 
  • Lookup functions such as VLOOKUP can save significant amounts of time, but you can go further with functions like SUMIF, SUMFS, SUMPRODUCT, and XLOOKUP.
  • Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Topics covered in this online Excel CPE webinar are:

  • Comparing the MIN, SMALL, MAX, and LARGE functions.
  • Comparing two cells directly to return TRUE or FALSE if they’re the same or not without using IF.
  • Diagnosing #N/A errors that arise when numbers are stored as text or when text contains extraneous spaces.
  • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Crucial aspects of SUMIF, VLOOKUP, XLOOKUP, MAXIFS, MINIFS, and IF Functions.

This Excel CPE Webinar is useful for all tax practitioners, Accountants, and CPAs to apply Excel functions in their practice that save their time without affecting accuracy.

  • 1.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Computer Software and Applications for CPA in Canada
  • 1.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 1.5 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountant - ICAEW
  • 1.5 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
  • 1.5 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland

  • 1.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Computer Software and Applications for CPA in Canada
  • 1.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 1.5 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountant - ICAEW
  • 1.5 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
  • 1.5 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.6

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KP

Kyle Pockat, CPA (US)

I was not familar with conditional formating. I don't think it was available in the early versions of Excel, i.e., pre 2003. Great tool and it makes the spreadsheet so much easier to read. If you work with spreadsheets, you need this course. I had a great experience. I would say a detailed excel conditional formatting course with practical practice files.

GH

Gregory Haas, Others

Very well presented course. I learned several new things about Excel. Instructor did an excellent job of presenting material in an easy to understand fashion and at a pace that allowed you to keep up and take notes. He also answered questions and went back over material if someone said they did not fully understand or needed clarification. Well done.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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