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Excel: Functions

  • Accountant
  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • IAP
  • QIAL
  • Maryland Tax Prep.
  • ACCA
  • CBA/MCBA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: December, 2021

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • How to use SUMIF function in Microsoft excel
    4 mins
  • How to use DSUM function in Microsoft excel
    12 mins
  • Usage of SUBTOTAL function in Microsoft excel
    29 mins
  • Applying conditional functions to a dataset
    31 mins
  • Usage of AND function in Excel
    37 mins
  • How to use COUNTIF function in Excel
    56 mins
  • Defining the name of the range used in formula
    61 mins
  • Applying VLOOKUP function to a dataset
    66 mins
  • Usage of HLOOKUP function in a dataset
    78 mins
  • How to use INDEX function in Excel
    84 mins
  • How to apply more than one function to a dataset
    95 mins
  • Applying CONCATENATE function in Excel
    121 mins

Course Description

Excel is used by an estimated 750 million people worldwide and Satya Nadella has proclaimed it as Microsoft’s most important consumer product. People have been using it for the last 30 years and throughout these years, it has been upgraded with more and more features. 

The best part about Excel is, it can apply to many business tasks, including statistics, finance, data management, forecasting, analysis, inventory, billing, and business intelligence.

A function in Excel is a preset formula that helps perform mathematical, statistical, and logical operations. Once you are familiar with the function you want to use, all you have to do is enter an equal sign (=) in the cell, followed by the name of the function and the cell range it applies to.

Have you ever been feeling difficulty in dealing with huge data? Dealing with huge data is a tedious process. 

You can always find better ways to deal with your data by Excel database functions

Working with data, you must have come across situations where you need to select a few cells and perform calculations on them. Generally, filtering the data according to conditions is difficult and time-consuming.

If you want to perform a calculation when a cell contains a specific value you can create a conditional formula using conditional function.

The LOOKUP Function is categorized under Excel Lookup and Reference functions. The function performs a rough match lookup either in a one-row or one-column range and returns the corresponding value from another one-row or one-column range.

While doing financial analysis, if we wish to compare two rows or columns, we can use the LOOKUP function. It is designed to handle the simplest cases of vertical and horizontal lookup.

The more advanced versions of the LOOKUP function are HLOOKUP and VLOOKUP.

Following are the major questions answered in this excel CPE webinar:

  • How to query and aggregate data tables more effectively with Database Functions
  • How to use Lookup Functions to the best of your advantage
  • How to use conditional functions in Excel to attain the best possible results
  • How to apply Text-based functions in Excel.

It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover in this CPE webinar will work similarly in Excel for PC and Mac

Learning Objectives

  • To query and aggregate data DSUM and DCOUNT
  • To discuss how to enter complex sets of AND and OR conditions.
  • To extract a single row from a table that matches specific conditions by using the DGET function.
  • To discuss the conditional functions in Excel
  • To analyze how to add formulas in Excel
  • To discuss how to enter complex sets of AND and OR conditions.
  • To inspect how to use COUNT and related functions in Excel
  • To identify how to construct and use the VLOOKUP functions
  • To discuss how to Summarize Tables for future-proofing VLOOKUP
  • To identify how to construct and use the HLOOKUP function
  • To analyze how to use MATCH and INDEX functions
  • To find the specified number of characters from a specific side of a text string
  • To find the number of text in a string
  • To remove unwanted spaces from a sentence
  • To look through a single column or row to find a particular value from the same place in another column or row
  • To find the relative position of an item in an array that matches a specified value in a specified order
  • To join several text strings into a sentence.
  • To find the number of the character at which a specific character or text string is first found.

Recommended For

  • This excel CPE course is recommended for CPAs, CMAs, CIAs, CFAs, Accounting, and Tax Professionals, and Staff of Accounting or Tax Firm desiring to master the intricate Excel functions!
  • This excel CPD course will prove beneficial for Canadian CPAs, Accounting and Tax Professionals, and Other Professionals using excel for their daily tasks.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 2 CE Credit for Maryland Tax Preparer (MRTP)
  • 2 CPE Credit for Internal Audit Practitioner (IAP)
  • 2 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 2 PL Credit for Chartered Financial Analyst (CFA)
  • 2 CPE Credit for Certified Valuation Analyst (CVA)
  • 2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Management Accountants (CMA)
  • 2 CPE Credit for Certified Internal Auditors (CIA)
  • 2 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookeeper
  • 2 CPD Credit for CA - ICAEW
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Juan E. Galvan

Co-Founder & CEO, Lunes Holdings, LLC

Hi I’m Juan. I’ve been an Entrepreneur since grade school. My background is in the tech space from Digital Marketing, E commerce, Web Development to Programming. I’ve consulted and helped digital entrepreneurs and multiple seven figure businesses reach new levels of success. I’ve learned the strategies, philosophies, methodologies, principles and core values from the most successful people in the world. I believe in continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods.

About Company

Lunes Holdings, LLC

lunesholdings.com/

Continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods. We look forward to helping you expand your skillsets.

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Ratings and Review

4.2

21 Ratings

Excellent

6

Very Good

13

Average

2

Poor

0

Terrible

0

MF

Marc Feifer, CPA (US)

Jun 23rd, 2022

This instructor is excellent. He speaks very clearly, provides useful explanations, and goes at a very good pace.

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