Creating Custom Functions in Excel (FXMC)

Customer Rating
Field of Study
Computer Software & Applications
Level
Intermediate
Credits
2
Qualifies For
CPE



Price:  $ 19.99

This course covers 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 recalled when it is needed. So, if you keep creating the same formula over and over again then this course is for you. In this course we will be using the Visual Basic Editor and using a couple of VBA keywords; however this is NOT a VBA or programming course. You will create a couple of different custom functions and then see how to create an ADD-IN file so that these functions can be used in all your workbooks.

Additional information

year

2022

version

01

Credits

2

Company Code

Self Study

Format

On Demand

Yellow Book Approved

0

CFP Approved

0

IRS Approved

0

CTEC Approved

0

Field of Study Credits

Computer Software & Applications (2)

Field of Study Department

Computer Software & Applications

Course Version

2022-01

CPE Approved

1

Pre-requistes:

Basic understanding of an IF statement

Knowledge Level:

Intermediate

Major Topics:

  • Developer tab
  • Basic rules
  • Visual basic editor
  • Creating a custom function- double value
  • Creating a custom function- sales variance PY to CY
  • Saving custom functions

Learning Objectives:

  • Recognize how to find and access the Visual Basic Editor
  • Identify the components of custom functions and how to use them 
  • Recognize how to create, save and remove custom functions 
  • Recognize the implications of creating custom functions and how they work

Designed For:

All CPAs

Customer Reviews

Based on 3 reviews
100%
(3)
0%
(0)
0%
(0)
0%
(0)
0%
(0)
P
Pamela N. (Wilmington, US)
Useful course

This course was very helpful and I have already found myself using what I learned to prepare, sort, and filter tables in Excel.

J
Jennifer S. (Foster, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)

L
Lauren V.D. (Montgomery Village, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)