Computer Software and Applications
Intermediate knowledge of Excel.

Course Description

This hands-on course will help you discover ways to manage and transform large volumes of data into useful information that can be analyzed. The course begins with a brief overview of Excel databases and then gives step-by-step instructions for:

  • Sorting and filtering data
  • Creating and formatting PivotTables
  • Using various database functions
  • Displaying relevant data with conditional formatting techniques

Practice exercises included with the course provide a helpful way for you to apply the skills you gain right away. All practice exercises include answers so you can compare your results.


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 8, 2018
Intermediate knowledge of Excel.

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

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

  • Recognize terminology related to a database and the basic components of a database.
  • Recognize the various ways to sort data and the order in which data appears.
  • Recognize the purpose of filtering data, how to filter data, and how to tell when data has been filtered.
  • Recognize the attributes of the Auto Outline feature.
  • Recognize the process of creating subtotals and nested subtotals.
  • Recognize the function of a Pivot Table and how to create, edit, and format pivot tables.
  • Identify database functions and their components.
  • Recognize how to apply and remove conditional formatting.

Table of Contents

Learning Objectives

Excel’s Data Features

Sorting Data

Sorting – Ascending/Descending

Sorting Chronologically

Customized Sorts

Review Questions

Filtering Data

Review Questions

Create an Outline

Automatic Outline

Remove an Outline

Manual Outline

Review Questions


Nested Subtotals

Review Questions

Pivot Tables

Rearrange Data in a PivotTable

Add Data to the Report Filter:

Refresh Your Data


Detail Drill Down

Displaying Pivot Table Information

Displaying Data



Numeric Formats

Renaming Fields

PivotTable Name

Changing the Display

Custom Calculations


Review Questions

Database Functions

Review Questions

Conditional Formats

Adding an Additional Condition to Existing Rule

Delete Conditional Formatting

Finding Conditional Formatted Cells

Review Questions

Review Question Answers and Rationales



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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