Excel Formulas and Functions

Unlock the full analytical power of Excel by mastering formulas and functions. This course explains how to construct precise formulas and apply functions that solve common business problems, including net present value analysis, date calculations, and depreciation methods. You will also learn techniques for building accurate, error-resistant worksheets. Develop the technical skills needed to use Excel as a reliable tool for financial modeling, analysis, and decision support. (Note: This course is based Microsoft Excel 365)
Format

PDF Course

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Duration

2.5 Hours

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Course Information

Author: Steven Bragg
Course Number: SP1014

Learning Objectives
  • Explain the nature of the Excel ribbon system.
  • Describe the contents of a formula.
  • Identify the precedence rules for the various Excel operators.
  • Specify how nesting can be used to override operator precedence rules.
  • Describe the range of available date and time functions within Excel.
  • Explain when cell references should be designated as relative, absolute, or mixed.
  • Describe the range of available counting functions within Excel.
  • Identify the types of functions that can be used to manipulate text within Excel.
  • Specify the underlying computational structure used by Excel to calculate dates and times.
  • Identify the functions used for conditional calculations, and how they are applied.
  • Identify the types of descriptive statistics functions that can be applied to data in Excel.
  • Describe the techniques used to clean up data within a worksheet.
  • Specify the review methods available for examining the formulas within a worksheet.

Level: Overview
Instructional Method: QAS Self-Study
NASBA Category: Computer Software & Applications
Prerequisites: Basic knowledge of Excel.
Advance Preparation: None
Latest Review Date: March 2025
Program Registration Requirements: Click on the Enroll button to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.
Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.

AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.