Excel: What if Analysis and Macros CPE/CE Course

Welcome to myCPE

Excel: What if Analysis and Macros

Reviewed

February, 2024

Learning Objectives

To discuss the basics of What-if Analysis
To explain how to use scenarios to consider many different variables
To discuss how to use goal seek to find out how to get the desired result
To determine how to use data tables to see the effect of one or two variables in a formula
To explain the basics of Excel macro
To discuss how to trigger macros using buttons
To describe how to use temporary variables in macros
To explore control buttons in Excel.
To discuss how to create an Excel Resume
To explore ways to started with Freelancing
To determine ways to create personal branding
To discuss about networking
To determine how to become an Excel freelancer

Course Description

16% of the world population is using Excel. Ask any accountant in any field which software they use on a daily basis, and the most common answer will be Microsoft Excel. AICPA has also included Excel as the spreadsheet tool in the CPA Exam.

What-if Analysis is one of the most important and impressive tools in Excel. It is the process of changing the values in cells to see how those changes will affect the outcome of formulas on the worksheet.

An Excel macro is an action or a set of actions that you can record, give a name, save and run as many times as you want and whenever you want. Macros help you to save time on repetitive tasks involved in data manipulation and data reports that are required to be done frequently.

For a macro to begin running it needs to be triggered. Generally, this is done by double-clicking on the name of the macro in the navigation pane of the database. And while that will work. It's not the best way for users to trigger a macro. A better option is to link the macro to some event in the interface that you've developed for your database.

Furthermore,

Having a career of your own is often considered the best one. Working whenever and wherever you like on your terms is a dream of many.

Have you thought of making a career out of skills you already acquired? Like Excel spreadsheets?

Join this excel CPE webinar to learn how to use What-If Analysis tools, trigger macros, and how to start a career 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

Overview

Usage of What-If analysis

1 mins
Usage of Scenario manager

4 mins
How to use the PMT function in Microsoft excel

8 mins
Usage of Goal Seek feature

13 mins
Inserting Solver feature in a dataset

23 mins
Usage of Forms Control Button

34 mins
Usage of ActiveX controls

36 mins
Creating an Excel resume

54 mins
How to start with freelancing?

60 mins
How to achieve personal branding?

70 mins
How to become an Excel freelancer?

85 mins
Getting your first client

91 mins

Webinar Qualifies For

2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
2 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit of Computer Software and Applications for CPA in Canada
2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
2 PL Credit for Chartered Financial Analyst (CFA)
2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
2 CPD Credit for Chartered Accountant - ICAEW
2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01255-22-S)
2 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
2 CPD Credit for Chartered Accountants - Scotland
2 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for CPA - Ireland
2 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
2 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

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.

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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IRS APPROVED

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

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.

Ratings and Review

4.1

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Daniel Regan, CPA (US)

Very good, practical tools on how to turn your excel skills into money. Also, the macro training was some of the more advanced I have seen. Very impressed.

Yatharth Bhardwaj, Consultant

It was a great experience learning on myCPE as the way of teaching is very efficient and easy to understand.

Gaston Wilson, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Very Helpful and love the skyxcel site

Sam Jacobs, Masters (Accountancy)

myCPE is an easy way to learn new things for your career

Cheryl Knight, CPA (US), Masters (Accountancy)

Overall I enjoyed all the content, however, I was expecting more macro content and learning how to build a macro. I thought too much time was spent on the resume, branding, etc. That content was interesting but not why I chose this topic. I think that should be a separate topic in and of itself.