Computer Software and Applications
An understanding of how to create and use a basic function in Excel and the ability to complete simple calculations in a spreadsheet.

Course Description

Excel offers a variety of logic functions that allow you to test a cell to identify if a certain condition is true or false. This information can then be used to analyze data and make decisions. This course overviews a number of Excel logical functions and covers other decision-making functions such as SUMIF and IFERROR. Step by step instruction and practice exercises give you hands-on experience using functions to make business decisions. This course is vital for CPAs and other professionals who use Excel to manage and analyze their data.


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
May 9, 2017
An understanding of how to create and use a basic function in Excel and the ability to complete simple calculations in a spreadsheet.
Excel 2007/2010/2013/2016.

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

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

  • Identify different decision-making functions, noting their purpose and how to access them in Excel
  • Recognize the components and characteristics of the different decision-making functions
  • Recognize the syntax of different decision-making functions in order to understand the calculation specifications for a desired answer
  • Recognize the characteristics and requirements of nested and embedded functions within an IF statement, noting differences and usage

Table of Contents

Learning Objectives


IF Statements

Text in an IF Statement

Review Exercise

Nested IF

Review Exercise

Embedded IFs

Review Exercise


AND, OR, and NOT

Review Exercise

Review Questions


Review Exercise



The Plurals

Review Exercise

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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