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Excel Accountant: Breaking Down Formulas 2 Credits

Excel Accountant: Breaking Down Formulas 2 Credits

  • Rating

    4.7

  • Reviewed on

    January, 2024

  • Subject Area

    Computer Software and Applications

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To apply Excel’s IFERROR function to compensate for temporary situations where the formula may return an error.
  • To list the benefits of using range names.
  • To define how to display all formulas in a worksheet at once with the Show Formulas feature.
  • To explore key features of the formula in Excel for ease of use
  • To recognize how to safely make copies of formulas
  • To discuss formulas in Excel tables and formula management within a table
  • To explore formula comment mode
  • To trace precedents and dependents on a formula
  • To recognize and discuss the common formula errors

Course Overview

In this comprehensive presentation, Excel expert David H. Ringstrom, CPA, shows you various ways to make sense of complicated formulas. Sometimes your formulas can grow out of control, or, more likely, you’ve inherited spreadsheets from others that you’re to take ownership of. You’ll have many tricks at your disposal to quickly decipher even the most complex Excel formulas after this on-demand webcast.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 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 webcast.

Office 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. 

This Online CPE/CE webinar on Excel covers the following Key Topics:

  • Auditing portions of a formula by using the F9 key to temporarily convert part of a formula to a value. 
  • Determining whether it’s safe to edit or delete a cell by way of the Trace Dependents feature. 
  • Displaying all formulas in a worksheet at once with the Show Formulas feature. 
  • Giving yourself more room to work by expanding the formula bar when needed. 
  • Identifying other cells a formula relies on by way of the Trace Precedents feature. 
  • Leveraging Excel’s color coding to detect cells related to a formula, especially in Excel 2013 and later. 
  • Making copies of formulas safely to provide you with a fallback position. 
  • Shortening worksheet names, even temporarily, to make formulas easier to comprehend. 
  • Stepping through formulas in slow motion with the Evaluate Formulas feature. 
  • Utilizing keyboard shortcuts to identify precedent and dependent worksheet cells. 
  • Utilizing the FORMULATEXT function in Excel 2013 and later to display a formula from one cell in another cell. 
  • Utilizing the New Window and Arrange Windows commands to view two different worksheets simultaneously. 

On Demand Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01329-22-S) 2 CE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

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Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more

David Ringstrom , CPA (US)

President, EXCEL Accountant

  • 4.6
  • rating
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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

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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.

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Reviews and Ratings

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JM

Joseph Mason, CPA (US)

5

Great presentation. Great reference materials.

JO

John Ouellette, CPA (US)

4

The way the instructor shows the step by step in screenshots and then performs an example really helps the learning process.

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