CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Excel Formulas And Functions

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.


  • Learning about formulas and functions
    1 mins
  • Knowing about AutoSum
    10 mins
  • Use of Trace Precedents
    22 mins
  • Explaining IF function on the Sheet
    31 mins
  • Using VLOOKUP on the Sheet
    41 mins
  • Use of Net Workdays on the sheet
    58 mins

Course Description

Formulas and functions are the bread and butter of Excel. They drive almost everything interesting and useful you will ever do in a spreadsheet. Mastering the basic Excel formulas is critical for beginners to become highly proficient in financial analysis. Microsoft Excel is considered the industry standard piece of software in data analysis. Microsoft’s spreadsheet program also happens to be one of the most preferred software by accounting and tax professionals in data processing, financial modeling, and presentation.

This CPE webinar introduces the basic concepts you need to know to be proficient with formulas in Excel. Built into Excel are over 475 functions - a potent set of power tools simplifying certain kinds of formulas and supplying you with a huge number of computational possibilities. Many Excel functions provide extended analytical capabilities and open the door to more efficient use of Excel.

This Online CPE webinar gives you perspective on :

  • What functions are available & how to use many of them (With extensive examples)
  • The IF function (with AND and OR), the widely-used VLOOKUP function
  • Selected Date, Statistical, Financial, and Mathematical functions
  • The frequently overlooked Text functions.

In addition, the powerful COUNTIF/SUMIF family of functions, as well as more recently introduced functions – XLOOKUP, XMATCH, FILTER, UNIQUE among them - are also covered.

Click to access more webinars on Excel CPE Courses | Free CPE Webinars

Learning Objectives

  • How to look up information in tables and reconcile different lists using the VLOOKUP function; for specialized lookup needs, learn to use the MATCH and INDEX functions.
  • How to use the newer, and more powerful XLOOKUP function – it contains all the capabilities of VLOOKUP and HLOOKUP and is easier to use and can perform last-to-first searches.
  • How to locate all formulas in a worksheet; learn how to display all worksheet formulas
  • How to use selected Text functions to extract and manipulate character and numerical data for sorting and analytical purposes.
  • How to use selected Date and Time functions to tabulate ages, anniversary dates, day of the week, and other date-related calculations.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bank Managers
  • Bookkeeper
  • Cloud Accountants
  • Cloud Firms
  • Compliance Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Innovation Manager/Director
  • IT Managers
  • Risk Managers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Pros
  • Young CPA