Excel CPE Course on Yielding More Through Templates and Forms

Welcome to myCPE

Excel: Yielding More Through Templates and Forms

Reviewed

February, 2024

Learning Objectives

To describe how to create a new workbook using a template.
To determine how to enter your data into templates.
To discuss the benefits of using excel templates.
To describe how to cut out all the noise of working with large sets of Microsoft Excel Data by tailoring the Excel Users experience and interface.
To describe how a seamless, accessible interface to your Excel users saves time and money.
To explain how to develop interactive Excel interfaces with Excel VBA User Forms.
To discuss ways to take advantage of the most powerful aspect of Microsoft Excel to streamline your Excel interactions.

Course Description

In a world as fast as this one, it is common to need a little help to meet our goals. An intelligent way to organize and automate our daily tasks is to use spreadsheets. Without a doubt, there is no better program than the already veteran Microsoft Excel.

Excel spreadsheets can be used in various projects, from planning your weekly tasks and tracking your company expenses to creating automated budgets or databases. However, Excel is not a simple program to use and is not wholly accessible for many. For these types of situations, we have Excel templates. Rather than recreate the wheel, we will save a lot of time utilizing pre-built spreadsheets that serve a specific purpose.

In this excel CPE course, we’re going to dive into the benefits of Excel templates and how people use them to improve their business productivity and efficiency.

Why Use Excel Templates?

Many of us grow up with special family dishes. Some families write their recipes down, others are passed on verbally. Rather than ‘guess’ what will taste good, we make use of what we already know people have spent countless hours testing and designing.

The same principle applies to Excel templates. Countless hours are been spent designing, testing, and refining formulas, instructions, and charts. Why spend your precious time creating a business process from standardized scratch?

You can get more done in less time using proven systems like pre-built spreadsheets.

Through this Excel CPE Course, you will learn many benefits of using excel templates and how to use templates for many purposes such as:

Templates for Project Management
Templates for Accounting
Templates for Finance
Templates for Marketing
Templates for Data Analysis

Customize Your Excel Interactions with Excel User Forms!!

Microsoft Excel is a very powerful tool but doesn't always provide the most accessible approach to working with your data. Through the use of Excel User Forms, you'll be able to create a more accessible and efficient environment to work with your specialized data.

Excel forms, or User forms, can be used to collect information from a user, validate it, and then enter that data into your worksheet.

In this CPE webinar the speaker Juan Galvan will show you how to create a form in Excel that gathers data, then populates a table for tracking expenses.

Overview

Benefits of using an excel template

1 mins
Basics of an excel template

3 mins
Using various templates available in Excel

6 mins
Creating user forms in VBA

8 mins
Applying various user form controls to a dataset

13 mins
Selecting multiple controls in a user form

19 mins
Writing lines of code to get last row in a table

28 mins
Working with events in user forms

39 mins
Writing lines of code to add values in a table using user forms

43 mins
Executing sub-procedure to close the user form

49 mins

Webinar Qualifies For

1.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
1.5 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
1.5 CPD Credit of Computer Software and Applications for CPA in Canada
1.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1.5 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01063-22-S)
1.5 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
1.5 CPD Credit for Chartered Accountants - Scotland
1.5 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
1.5 CPD Credit for CPA - Ireland
1.5 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
1.5 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

1.5 Hours

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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

4.3

Excellent

Very Good

Average

Poor

Terrible

Cecelia Macvittie, CPA (US)

The VBA section is nothing I will ever use. I googled opening the VBA worksheet and was able to follow along. I won't be using this piece in my accounting world. The create a template was fantastic and I will use that all the time in my accounting and genealogy worlds.

Leo Philip, CMA

Great class on templates and forms!

Brian Taylor, CPA (US)

High quality CPE, value priced.

Gia Robertson, CIA, ACCA

Good.

Jayna Ketner, EA

This course was more advanced than I anticipated--using Visual Basic coding in making an Excel template. I learned a lot. It's a great teaser to enroll in the Excel Certificate Course. Mr. Galvan did a superb job of creating the lesson and delivering in 1 hr timeframe.