Excel Tools & Tips for CPAs (3 hrs)

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Course Description

Excel Tools and Tips for CPAs

Software Requirements: This manual is is based  upon Excel 2007 but can be used with Excel 2003. Users of earlier versions will still find many useful tips that they can apply. There are no associated data files.

Course Description: This course covers the tips, tools and some techniques for Excel 2007.  The features discussed are geared toward ones that a CPA needs to know. Watch your efficiency and productivity increase. This is a great course if you are looking for some helpful tips on increasing your efficiency and productivity in Excel. The manual is set up in a question and answer format by topic.
This course covers:
Quick Overview of Excel 2007 basics
Enhanced Features in Excel 2007
Filter, Conditional Formatting, Sort, IFERROR
Selecting Data, Navigating Around, Copy/Group Data
Work with Formulas, Printing
Analytical and Productivity Tools
Subtotals, SUMIF, SUMIFS, Index Match, Pivot Tables
Linking Excel Charts into PowerPoint,
Get External Data, Text Commands
Removing Duplicates

Course information

Price: $47

Course No. 6001
Format: Online pdf (57 pages).
Prerequisites: None
Advance Preparation:None
Level: Overview
CPE Credit: 3 Hrs.
Field of Study: Computer Software & Applications
Course expiration:  You have one year from date of purchase to complete the course.
Course Revision Date: August 2013


Upon completion of this course, a participant should be

  • Familiar with the key new features of Excel 2007
  • Able to navigate and copy more efficiently
  • Able to link external Excel files into a PowerPoint presentation
  • Able to import data and then manage it using text commands
  • Able to lookup data efficiently using lookup functions
  • Comfortable nesting and copying subtotals
  • Familiar with using new functions such as IFERROR and SUMIFs


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Zachary Merritt
Posted 18 hours ago
Good Excel Review

Quick and easy excel review.

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