CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Arrays: A Powerful Excel Tool

Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
3 Credits: Computer Software & Applications

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.

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

Course Specifics

Course ID
2164517
Revision Date
March 6, 2018
Advanced Preparation

Excel 2007 and higher.

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
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 …

Patricia McCarthy, MBA Read More »

Joseph Helstrom Headshot
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 …

Joseph Helstrom, CPA Read More »

Arrays: A Powerful Excel Tool

Format
CPE CREDITS
3 Credits: Computer Software & Applications

$87.00$107.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
3 Credits: Computer Software & Applications

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.

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

Course Specifics

Course ID
2164517
Revision Date
March 6, 2018
Advanced Preparation

Excel 2007 and higher.

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
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 …

Patricia McCarthy, MBA Read More »

Joseph Helstrom Headshot
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 …

Joseph Helstrom, CPA Read More »

Arrays: A Powerful Excel Tool

Format
CPE CREDITS
3 Credits: Computer Software & Applications

$87.00$107.00

Clear