CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Creating Custom Functions in Excel

Icon_Self-Study
Self-Study
Icon_Level
Intermediate
Credits
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
  • Identify error messages and warnings associated with custom functions

Course Specifics

Course ID
2154591
Revision Date
February 25, 2020
Advanced Preparation

None

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 »

Creating Custom Functions in Excel

Expert Instructors
Format
CPE CREDITS
2 Credits: Computer Software & Applications

$58.00$78.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Intermediate
Credits
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
  • Identify error messages and warnings associated with custom functions

Course Specifics

Course ID
2154591
Revision Date
February 25, 2020
Advanced Preparation

None

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 »

Creating Custom Functions in Excel

Expert Instructors
Format
CPE CREDITS
2 Credits: Computer Software & Applications

$58.00$78.00

Clear