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Basic Excel

Exam Questions: 100
Course Level: Basic
Pages: 478 | Content: 462, Supplemental: 16
NASBA Area of Study: Computer Software and Applications
Not Acceptable for: Enrolled Agents
Version: 8075

This course will help you unlock Excel's full potential. It will walk you through the features and techniques you need to know to get the most out of this powerful software. You'll learn how to design worksheets, use formulas and functions, and collaborate with colleagues. It provides a step-by-step guide for much of the information and then moves onto more advanced topics, so that it is good for the new or experienced user alike. PLEASE NOTE: The course is not specific to any version of Excel. It is written with a Windows format, but the majority of information is applicable to Mac users as well. Not accepted for Enrolled Agents. Computer program software is NOT included with courses. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • EXCEL BASICS
  • Excel - The 50-Cent Tour
  • Customizing Excel
  • WORKSHEET DESIGN
  • Building Worksheets
  • Formatting Worksheets
  • Editing and Proofing Worksheets
  • Managing Worksheets
  • Printing Worksheets
  • FORMULAS AND FUNCTIONS
  • Building Basic Formulas
  • Logical Functions and Error Trapping
  • Date and Time Formulas
  • Finagling Financial Formulas
  • Math and Statistical Formulas
  • Lookup, Information, and Text Formulas
Objectives
  • To recognize how to maneuver through an Excel worksheet and workbook
  • To identify how to change Excel program settings
  • To identify how best to design Excel worksheets
  • To identify how to format cell ranges
  • To recognize how to efficiently edit and move data around in an Excel worksheet
  • To recognize how to manipulate data within a worksheet
  • To identify various ways to print Excel worksheets
  • To identify how to use operators when creating formulas
  • To recognize how to interpret error values and use logical functions
  • To recognize how to best use the Date and Time functions
  • To identify how to best work with investment and depreciation functions
  • To recognize how to build formulas using statistical functions
  • To recognize how to use text functions to manipulate text entries

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.