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Creating Custom Functions in Excel ON DEMAND

Available Until

Your Desk

2.0 Credits

Member Price $58.00

Non-Member Price $67.00

Overview

In Creating Custom Functions in Excel, Excel expert Patricia McCarthy illustrates how to create a custom function (sometimes called a user-defined function) in Excel. A custom function is a calculation that the user creates and names. This custom function is then stored in Excel and can be recalled whenever it is needed. In this course, we will be using the Visual Basic Editor and VBA keywords; however, this is not a VBA- or programming-specific course. Instead, we’ll work together to create custom functions and then create an Add-In file so that these functions can be used in all your workbooks.

Highlights

Basic Rules. Creating a Custom Function. Editing and Deleting a Custom Function.

Prerequisites

None.

Designed For

CPAs and other accounting, financial, and business professionals who want to create custom functions in Excel.

Objectives

Recognize how to add the Developer tab and access the Visual Basic Editor. Identify the components of custom functions and how to use them. Recognize how to create, edit, find, save, and remove custom functions. Recognize how to document comments regarding the use of a custom function. Identify error messages and warnings associated with custom functions.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Patricia McCarthy, Western CPE

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award.

She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona.

Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.

Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.

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Non-Member Price $67.00

Member Price $58.00