The Journal of Accountancy stated that audiences understand and remember numerical information more easily when a CPA presents it visually as well as verbally. This course covers the basics of creating, editing and formatting a chart and more. It also shows you how to create a default chart as well as a custom chart. It discusses different chart types such as a combination chart, 2 y axis chart, stock charts, funnel charts and waterfall charts. The course also discusses how to efficiently link your Excel charts into PowerPoint and Word so that your presentations are always up-to-date. PREREQUISITIES: This course is written for Excel 2019 and Microsoft Office 365 users. However, users with Excel 2016 should have little difficulty. A basic understanding of file management (how to open and save files) is assumed. You should be comfortable using Excel at a basic level. CPE Credits: 5 Hours Field of Study: Computer Software & Applications Delivery Method: QAS Self Study

This course explores functions in Excel that CPAs need to use to enhance productivity and ensure accurate answers when working with data. Functions are built-in, preset formulas in the Excel program that calculate certain values or accomplish a certain calculation goal. Functions are essential to CPAs as they provide a simplified user interface to work with complex formulas. This course covers basic functions and then goes into logic functions, text functions, lookup functions and financial functions. This course provides step by step instruction and Excel practice exercises. Functions discussed include: Database functions such as DSUM and DCOUNT; Lookup functions such as XLOOKUP and INDEX MATCH, Logic functions such as IF OR, IFERROR; Text functions such as CONCAT, LEN,TEXTSPLIT and TEXTBEFORE. A lot of time is given to financial functions with multiple little case studies as it delves into PV,PMT,NPER FV and RATE. Basically, every important function you need to know! Program Level: Basic No prerequisites or advanced preparation required. CPE Credits: 6 Hours Field of Study: Specialized Knowledge Delivery Method: QAS Self Study

Power Query is an Excel feature available within the newest versions of Excel. It used to be an add-in feature called Power Query. Microsoft calls it Power Query as well as Get and Transform and it is a business intelligence tool that allows you to retrieve data from a variety of sources, clean it and then transform or refine the data as needed. For example, you can import a database file, parse data, split or combine columns, change data types, group data and more. You can then take that transformed data back into Excel and analyze it using your preferred methods. What makes this feature exciting is that Excel records all your steps so the data in the file can automatically be refreshed with Excel retrieving the source data, applying the same steps and updating the file for you. This is a huge time saver and will also reduce errors. Version: This feature is only available in Excel versions starting with Excel 2016 To, see if you have this feature, simply click on the Data tab in Excel. You should see a section of the ribbon called Get & Transform. If you do not see this section, then you do not have the Get & Transform Data feature and will not be able to do any of the exercises in this eBook. If you have the older add-in feature called Power Query you should be able to follow along just fine. You can also download an add-in version if you have an earlier Excel version. Update: This course is based upon Microsoft 365 and updates through November 5, 2024. Depending upon your version, some of the screenshots and commands may differ. Prerequisites: Intermediate to Advanced Knowledge in Excel. An understanding of how databases work would be very helpful but not necessary. Delivery: QAS Self Study

This is an introductory course covering the basics of Excel tools and techniques dealing with downloaded data in a text format. It covers converting numbers formatted as text to numbers usable by Excel functions, concatenation, text to Columns and specific Excel text functions to manipulate and analyze data. This course provides step by step instruction. It does provide an exercise file although most examples are simple and easy to type in on your own. In some cases, an answer sheet is also provided in the file. Images of Excel menus, ribbons and dialog boxes use Microsoft Excel 365 so yours may look slightly different depending upon your version of Excel. In some cases, a few functions may not be available in earlier Excel versions and are so noted. Program Level: Basic No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Computer Science Delivery Method: QAS Self Study

This course tells you everything that you need to know about VLOOKUP and XLOOKUP. They are huge timesavers as both functions allow you search through data and have Excel return a corresponding value from another range either in the same worksheet or a different one. These two lookup functions are extremely popular and are must-know functions. Excel files accompany the video so that you can either just watch or you can follow along. We cover the syntax of both functions and how to use them. The video discusses how to incorporate wild cards, absolute cell references, range names and IFNA and IFERROR when using these two functions. We also discuss the similarities and differences between the two functions and the advantages of XLOOKUP over VLOOKUP. XLOOKUP was designed as a replacement for VLOOKUP so it is important to become familiar with it Program Level: Intermediate Prerequisites: Assumes familiarity with Excel and ability to navigate sheets within a file. This course is written for Excel 365 subscribers. Anyone with Excel 2021 or later should have access to XLOOKUP. If you have Excel 2019 or earlier, you will not have access to XLOOKUP and will not be able to work through the exercises but you can still follow along CPE Credits: 1 Hour Field of Study: Computer Software and Applications Delivery Method: QAS Self Study

In many cases, network intrusions, loss of data or even loss of funds is due to a failure to follow simple security basics. This course overviews some effective, common-sense techniques to secure your computer or network and associated data that are both low-cost and low-tech solutions. Tips on detecting social engineering emails and employee education to prevent loss of data and funds to social engineers is also discussed. Program Level: Basic No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Information Technology - Technical Delivery Method: QAS Self Study

You'll learn why the best financial models fail without compelling narratives, and how to structure your presentations so stakeholders not only understand your analysis, but act on it. This isn't about making prettier charts—it's about driving better business decisions through clearer communication. No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Computer Software & Application Delivery Method: QAS Self Study

This course teaches business professionals how to strategically leverage Excel and Power BI together to create efficient, scalable analytical workflows. Rather than viewing these tools as competitors, you'll learn when to use each one based on their distinct strengths—Excel for data entry, initial cleaning, and detailed formatting; Power BI for large datasets, automated refresh, and interactive dashboards. The course covers the complete analytical pipeline from data preparation through modeling to visualization and sharing, with emphasis on Power Query as the bridge between both tools. You'll gain practical skills in building repeatable transformations, creating proper data models with DAX measures, and designing workflows that minimize manual work while maximizing insight delivery. By the end, you'll have a strategic framework for making tool choices that scale with your business needs and free you from repetitive tasks to focus on actual analysis. Program Level: Basic No prerequisites or advanced preparation required. CPE Credits: 1 Hour Delivery Method: QAS Self Study

Here's what I've learned from working with hundreds of accounting professionals: The ones who succeed with AI start small, focus on specific use cases, measure results, and gradually expand. They maintain professional skepticism. They verify everything. They see AI as a tool that augments their judgment, not replaces it. That's the approach we'll take today. No prerequisites or advanced preparation required. CPE Credits: 3 Hours Field of Study: Computer Software & Application Delivery Method: QAS Self Study

In this comprehensive one-hour course, you'll discover why Business Intelligence has evolved from a nice-to-have technology to an essential competitive weapon in today's data-driven business environment. Through real-world examples from industry leaders like Netflix, Amazon, Walmart, and Salesforce, you'll learn how BI transforms raw data into actionable insights that drive better decisions, increase revenue, reduce costs, and identify opportunities that would otherwise remain hidden. We'll cover the four types of analytics—descriptive, diagnostic, predictive, and prescriptive—and show you practical implementation strategies you can apply immediately in your organization. Whether you're just beginning your BI journey or looking to optimize existing capabilities, this course provides the knowledge and roadmap you need to leverage data as a strategic asset and outperform your competition. No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Computer Software & Application Delivery Method: QAS Self Study

This course is designed for intermediate users of Excel who are looking to improve their Excel skills and productivity. The course covers some basics, along with some advanced tips and tricks. It starts with how to select and navigate through data and worksheets as well as copying and moving data efficiently. It then details a wide spectrum of functions that can be used in everyday practice. Functions discussed include creating nested Ifs and exploring a variety of text functions such as RIGHT(), MID() and LEN(). SUMIF() and INDEX MATCH are also discussed. New functions, such as XLOOKUP(),AGGREGATE(), IFNA(),TEXTJOIN() , CONCAT() and IFS() are covered. Learn how to comparing lists using arrays. Pivot tables are discussed in detail. Other topics include: Charts, Conditional formatting, and tools for importing data into Excel. You will definitely impress your coworkers with all your new knowledge! An exercise file containing a few of the examples in the eBook are included. All topics are gone over in a detailed step by step fashion that is easy to follow whether you wish to use the optional exercise files or not. Program Level: Intermediate Version: Microsoft 365 users. Users of earlier versions should not have a lot of difficulty; however, some features may not be available or may be in a slightly different location. Advanced Prep: None Prerequisites: Knowledge of Excel and how to create a formula and use functions CPE Credits: 5 Hours Field of Study: Specialized Knowledge Delivery Method: QAS Self Study

This course provides a comprehensive examination of the Lookup and Reference category in Excel. It covers the LOOKUP and VLOOKUP functions. With VLOOKUP, you will learn how to: use Wildcards; search through multiple sheets for a match; and what to do if a match is not in the first column of your table. The course also explores HLOOKUP. It explains the advantages and disadvantages of INDEX MATCH versus VLOOKUP. The section ends with a brief overview of XLOOKUP() for those users with Excel 2019 or Microsoft 365. XLOOKUP was created to eventually replace VLOOKUP. The course reviews the OFFSET function, which allows you to write calculations that automatically update as new data is added. With the INDIRECT function, you will learn how to find data on other worksheets. Finally, HYPERLINK is briefly discussed since it is in the lookup and reference section.

Excel remains one of the most powerful tools in business—but most professionals only scratch the surface of what it can do. Become an Excel Master is a practical learning program designed to help you build real, job-ready Excel skills that save time, improve accuracy, and make your work stand out. This program brings together three essential courses that focus on the skills professionals use every day to organize, analyze, and transform data. You’ll start with Must-Know Functions in Excel, where you’ll learn the formulas that drive efficient spreadsheets—helping you automate calculations, clean data, and extract insights quickly. Next, Working with Downloaded Data in Excel focuses on one of the most common real-world challenges: messy data. Learn how to structure, clean, and prepare data from external sources so it becomes usable and reliable for analysis. Finally, Power Query introduces one of Excel’s most powerful tools for automation. You’ll learn how to import, transform, and refresh data with repeatable workflows that eliminate hours of manual work.