Self-Study
3
Overview
Computer Software and Applications
There are no prerequisites.

Course Description

Arrays are a powerful Excel tool that can help you consolidate multiple steps, thereby simplifying and streamlining many Excel functions. This course was first developed for Excel 2007 and earlier versions where array formulas were necessary to perform operations such as summing data with multiple criteria, averaging data with multiple criteria, summing data ignoring errors and multiplying arrays. As Excel evolved, functions such as SUMIF, SUMIFS, AVERAGEIF, AVERAGEIFS, AGGREGATE, and SUMPRODUCT were developed to accomplish these tasks.

This straightforward and practical course walks you through each process with step-by-step instructions, explaining how arrays allow you to perform mathematical operations, find data, transpose numbers, match information, and quantify duplicates as well as quantifying and ignoring errors in data. The materials also detail using the Excel functions SUMPRODUCT and INDEX combined with MATCH and AGGREGATE. This course is certain to increase your efficiency and productivity in the workplace.



Instructors

Joseph Helstrom, CPA

Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and courseware for CPAs. He’s also the owner of Mill Creek Publishing LLC. Joe has over 30 years of experience as a CPA in both public accounting and industry, with extensive experience in financial reporting and analysis, treasury, tax, information technology, legal and regulatory matters, and strategic planning.

After graduation from Butler University with a degree in accounting, Joe got his start at Ernst & Young. Subsequent to that, he has served for several different companies as a chief financial officer; director of treasury and tax; controller; and manager of financial planning, reporting, and analysis.

Joe and his wife, Patricia McCarthy, produce self-study courses for Western CPE and have published articles in Missouri and Texas CPA society publications titled “Incorporating Excel Arrays into Your Audit Plan.”

Patricia McCarthy, MBA

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.



Course Specifics

Computer Software and Applications
Mar 6, 2018
There are no prerequisites.
SS2164517
67
Excel 2007 and higher.


Compliance Information

103220
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Recognize the components of array formulas and how to use them in mathematical operations
  • Recognize the requirements of a defined range name, noting valid defined names
  • Identify the syntax and components of the MATCH function, noting its usage in comparing lists
  • Note the proper syntax and usage of ISNA and ISERROR to ignore and quantify errors in data
  • Recognize the syntax of COUNTIF, noting its use as an array function to identify duplicates in data
  • Identify the components of the SUM and SUMPRODUCT functions, noting the syntax and usage when multiplying arrays
  • Recognize the elements of the combined INDEX and MATCH function, noting its use as a tool to insert information or match two lists
  • Identify the requirements and uses of the AGGREGATE function


Choose Your Preferred Format


Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy


Back to top