Working with Excel Data

Exam Questions: 70
Course Level: Intermediate
Pages: 348 | Content: 332, Supplemental: 16
NASBA Area of Study: Computer Software and Applications
Not Acceptable for: Enrolled Agents
Version: 8080

This course will help you master some of the more advanced functions of Excel. It will show you how to protect and share your workbooks and data, plus better manage and analyze large files. You'll also learn how to create charts, graphics, and macros, and do a little VBA programming. Prerequisites: A working knowledge of Excel capabilities and functions. 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: Intermediate.

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Course Information

Table of Contents
  • Protecting Workbooks and Worksheet Data
  • Preparing a Workbook for Distribution
  • Sharing Worksheets and Workbook Data
  • Charting Worksheet Data
  • Adding Graphic Objects
  • Building and Maintaining Tables
  • Filtering and Querying a Table
  • Performing What-If Analysis
  • Performing Large-Scale Data Analysis
  • Recording and Running Macros
  • VBA Programming
  • To identify how to best protect worksheets and workbooks
  • To recognize how to add notes to a worksheet
  • To recognize how to share Excel data with other programs
  • To identify how to add charts to a worksheet
  • To recognize how to insert pictures and images
  • To recognize how to modify the structure of a table
  • To recognize when and how to use Excel's filtering and querying features
  • To recognize how to create data tables for what-if analysis
  • To recognize how to work with PivotTables
  • To identify how to create and run macros when using Excel
  • To recognize how to use Visual Basic Editor

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.