CPE Course Become an Excel Formula Expert

November 1, 2017

8:30am — 12:15pm


Member Price $139.50
Non-member Price $189.50

Curriculum Other

Field of Interest Other, Computer Training

Level Intermediate

Designed For

Accounting and financial professionals who work with Excel and want to take advantage of Excel’s powerful Formulas and Functions.

4.00 credits

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Excel‘s Formulas and Functions are the heart and soul of a spreadsheet. With Excel’s formulas you can turn a spreadsheet into a powerful calculator.  As an Excel user, you know that the software has unlimited capabilities for making your job easier and less stressful. Excel has more than 400 functions and 12 function categories to offer. But learning the countless formulas and functions available to you can be a daunting task. 
This class will explore and demystify some of Excel’s most useful functions for accounting and finance professionals and show you how to put them to their best use. Included is a review of best-formula building practices and new functions introduced in Excel 2013.
After this training class you’ll be amazed at how this powerful program can work for you!

Learn how to:
• Build complex formulas quickly and easily with Excel’s formula and function tools
• Add power to your spreadsheets with Excel’s Advanced Functions
• Master Excel’s powerful LOOKUP functions
• Use Excel’s error-checking functions to ensure error free spreadsheets

Upon completion of this course, participants will be able to:
• Perform advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions 
• Reformat data with the TEXT functions
• Use DATE functions in calculations and data analysis 
• Calculate & summarizing data with SUMIF and SUBTOTAL functions 
• Test conditions with the LOGICAL functions (IF, AND, OR, NOT) 
• Use ERROR checking functions
• Learn the art of nesting formulas and troubleshooting complex formulas


Major Topics 
• Understanding best formula building practices
• Tabulating information using Excel's power functions, SUMIF, COUNTIF and AVERAGEIF
• Locating and extracting data with Text functions 
• Finding values with Statistical functions
• Creating calculations dependent on a condition or conditions 
• Using Lookup and Reference functions to retrieve information
• Calculating with date functions 


Marie McCooey

I’m Marie McCooey, better known as the Software Trainer™. I help organizations become more productive, simply by delivering the best Microsoft Office training available anywhere.I’ve been training for over 20 years, and I still get excited when a workshop attendee has one of those “aha” moments! See, these tips and techniques are more than just shortcuts. They’re a way to maximize your productivity and make you more of an asset to your organization.That’s why I’m passionate about what I do.I love helping people! I love sharing things with people, and I love training and teaching.I didn’t actually set out to be a trainer. I had just finished my MBA at Bryant University when my professor asked if I could teach her class while she took a sabbatical. I said “yes,” and over time developed my own curriculum and specialized training. Over 10,000 students later, I’m still going strong and excited to impact the bottom line for individuals and companies every day.Today I’m a Microsoft Certified Trainer (MCT) providing training in Microsoft Office applications, including Excel, Word, PowerPoint, Access, and Visio. I help people in Fortune 100 companies, small businesses, and universities become more productive, more efficient, and less frazzled, simply by learning, remembering, and implementing these powerful (and rarely taught) Microsoft Office tips.Whether you’re “technologically challenged,” an advanced user, or somewhere in between, chances are I’ll help you get more done in less time. I’m able to convey complex information in a manner that’s easy to understand, and help you apply it immediately.One last thing you should know – learning Microsoft Office inside and out is actually quite fun! Yes, I know the material could seem dry, but people who come to my training are surprised at how engaging and lively it is, and you will, too. During our time together in the training, I’ll give you practical, useable, easy-to-retain tips and tools that will make you a rock star of productivity back in the office.close



The Software Trainer

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