Creating Custom Functions in Excel

2 Credits: Computer Software & Applications


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Creating Custom Functions in Excel

Course Level
CPE Credits

2 Credits: Computer Software & Applications

Course Description

Excel users often find themselves repeating complex calculations, leading to inefficiencies and potential for error. Creating Custom Functions in Excel addresses this common problem by teaching how to create and use custom functions, revolutionizing the way you handle calculations in Excel. Led by Excel expert Patricia McCarthy, this course introduces the concept of user-defined functions, enabling you to design tailored functions for your specific needs. Unlike typical programming courses, this session focuses on practical application within Excel, utilizing the Visual Basic Editor and VBA keywords in an accessible manner. You’ll learn to efficiently create, save, and implement custom functions, and even develop an Add-In file for using these functions across all your workbooks. By the end of this course, you will have mastered the skill of creating your own functions, streamlining your workflow, and reducing the risk of manual errors in your calculations.

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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; and
  • Identify error messages and warnings associated with custom functions.
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Course Specifics

Course ID
Revision Date
November 23, 2022

Excel 2007 or higher. Should have a basic understanding of an IF statement.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Patricia McCarthy Headshot

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 …