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Excel Accountant - Logic Functions

4.4 (5)

David Ringstrom, CPA

Excel Accountant

Tuesday, February 16, 2021 | 09:30 AM EDT

  • CPA Canada
  • CPA
  • Tax Preparer

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Course Description

Using the IF Function is a common feature that most of us utilize in an Excel worksheet. But many of us do not realize about what can go awry in some cases with using this feature. Well, here is the answer to it. Our eminent EXCEL Expert brings here step-wise details on this IF Function right from its basics and beyond. Also he shares the alternatives to this Function which includes various functions such as IFS, CHOOSE, VLOOKUP, SUMIF and several others. This presentation also explores techniques useful in verifying that formulas such as nested IF statements are working properly.

Every technique is demonstrated at least twice by David, firstly by means of a PowerPoint slide with numbered steps and secondly in a subscription-based MS Office 365 version of Excel. David also draws your attention to differences in the older versions of Excel (i.e. 2019, 2016, 2013, etc)in his presentation and detailed handouts. He also has shared an Excel workbook that includes most of the examples used during the webcast.

David explains the subscription-based product 'Office 365' providing new feature updates as often as monthly as against the perpetual licensed versions of Excel such as Excel 2019, Excel 2016, and so on, which does not update and include latest features.

Learning Objectives

  • Recall the basics of IF Function and beyond
  • Choosing VLOOKUP as an alternative to IF Function
  • Define the purpose of Excel's IFERROR worksheet function
  • Introduction to IS Function and how to use
  • Recognize the SUMIF Function and name what the SUMIF Function returns if a match cannot be found

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeeper
  • CFO/Controller
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Others
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Preparer
  • Young CPA

Testimonial

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    [no_of_record] => 5
    [average] => 4.4000
)
 

4.4

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BB

I'm currently taking David's other course Microsoft Excel Step by Step Training for Beginners which covered the basics of the IF, AND, and OR functions. I wanted to learn more so I took a break from that course and tried out this one. I'm so glad that I did. I've tried learning excel formulas from youtube videos and none of them explained as clearly as this course. I also really appreciate all of the keyboard shortcuts. Thanks for your hard work and looking forward to taking more of your courses!

BW

The course helped mae achieved my primary objective of having good knowledege of the use of Excel logical functions. David delivered the course in an engaging manner. The production quality is really good. Clear instructions and well-explained! Though a worksheet with exercises would make this course even greater!

JM

The course goes step by step from the easiest IF function to the nested IF functions and combines the IF functions with other functions and with text. It's absolutely great. I feel a lot more confident with the IF functions now. Thanks for the course. It's amazing that this course is free because it is so complete.

PS

I've been trying to learn Excel on my own, from watching videos to using trial and error just to get the results I need. This course will definitely eliminate all the hassles I've been through. The things I needed are all here, explained very clearly and has examples I can greatly appreciate. Thanks!