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Using Excel Decision-Making Functions ON DEMAND

Available Until

Your Desk

3.0 Credits

Member Price $87.00

Non-Member Price $100.00

Overview

This course overviews several Excel Logical functions, such as IF, IFS, AND, OR and then covers other decision-making functions such as AVERAGEIF, SUMIF, SUMIFs, COUNTIFs and MAXIFS. IFERROR and IFNA are also covered. You will find these functions useful in your budgeting and analysis work. This eBook includes exercise files.

Highlights

IF Statements. IF FUNCTION. AND, OR, and NOT. SUMIF. COUNTIF. SWITCH.

Prerequisites

None.

Designed For

CPAs and other accounting, financial, and business professionals who want to extend their knowledge with Excel.

Objectives

Identify different decision-making functions, noting their purpose and how to access them in Excel. Recognize the components and characteristics of the different decision-making functions. Recognize the syntax of different decision-making functions in order to understand the calculation specifications for a desired answer. Recognize the characteristics and requirements of nested and embedded functions within an IF statement, noting differences and usage.

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 $100.00

Member Price $87.00