QAS Self-Study
Intermediate
CPE Credits
2 Credits: Computer Software & Applications
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.
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.
Course Specifics
|
Course ID 2154591 |
Revision Date November 23, 2022 |
Prerequisites Excel 2007 or higher. Should have a basic understanding of an IF statement. |
Advanced Preparation None |
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.
Course Instructor
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 …
Creating Custom Functions in Excel
CPE CREDITS
2 Credits: Computer Software & Applications
$58.00 – $78.00
QAS Self-Study
Intermediate
CPE Credits
2 Credits: Computer Software & Applications
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.
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.
Course Specifics
|
Course ID 2154591 |
Revision Date November 23, 2022 |
Prerequisites Excel 2007 or higher. Should have a basic understanding of an IF statement. |
Advanced Preparation None |
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.
Course Instructor
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 …
Creating Custom Functions in Excel
CPE CREDITS
2 Credits: Computer Software & Applications
$58.00 – $78.00