Self-Study
2
Intermediate
Computer Science
Excel 2007 or higher. Should have a basic understanding of an IF statement.

Course Description

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.



Instructor

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 Science
Jun 5, 2017
Excel 2007 or higher. Should have a basic understanding of an IF statement.
SS2154591
50
None


Compliance Information

103220
Qualifies for CA Fraud: No


Learning Objectives

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

  • 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


Table of Contents

Learning Objectives

Overview

Developer Tab

Basic Rules

Visual Basic Editor

Creating a Custom Function – Double Value

Doubling a Value - Formula

Creating a Custom Function- Sales Variance PY to CY

Documentation

Saving Custom Functions

Try-It – On Your Own Review

Solution

Creating a Custom Function – IF Statement

Comparing Syntax

Editing and Deleting a Custom Function

Edit

Delete

Add-Ins

Conclusion

Review Questions

Review Question Answers and Rationales

Appendix A

Appendix B

Glossary

Index

Final Examination

Answer Sheet

Course Evaluation



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


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