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