Audit & Analytical Uses for Filters & Tables

Price: $0.00

CPE Credits: 1.0

Category: ,

Course Number: EAAFTMC

free CPE - Excel CPE

Description: This course is Free however you do need to register so that you can receive a certificate for the course.
This course provides a brief introduction to some the Excel features that can assist you in auditing and analyzing large volumes of data. It is an overview level course. The screen shots shown are in most cases Excel 2016 unless there are significant differences in versions.
This course provides step by step instruction and Excel practice exercises as well as answer files.  Click here to see Table of Contents

Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: Excel 2007 or higher is required.

Advanced Preparation: Basic file management skills (open/close) are assumed. Basic Excel skills of navigating and understanding cell references
is assumed.

“Due to this/these program(s) being presented free of charge, there will be no refunds issued.”

Author: Patricia McCarthy and Joseph Helstrom CPA

Publication: March 2010
Revised:  June 2018

Format: PDF and exercise files

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recognize how to use auto filter and apply filters
  • Recognize the steps needed to create a table
  • Recognize the steps needed to remove duplicates from a table
  • Identify and use a pivot table

Below are Customers’ Comments:

  • “I liked this course-it was very readable and refreshed my memory on filtering, removing duplicates and pivot tables” – Anonymous
  • “Really enjoyed this course! I have already used some of the tools, but only to a certain extent and without formal instructions, and this course explained the tools and features well so you can use them to full extent. Materials were easy to follow..” Susan J.9/2016
  • “The extra time [spent] was more likely due to my own inexperience and desire to complete the exercises thoroughly an accurately. The time was well spent.”  Matt M. 10/2016
  • “Great course!” Caryn A.
  • “Very thorough on filtering…” “Much appreciated” D.J., CPA-IN
  • “Great job!” Overall Course Rating: 5 Stars August W. 9/18/2017

Description: This course is Free however you do need to register so that you can receive a certificate for the course.
This course provides a brief introduction to some the Excel features that can assist you in auditing and analyzing large volumes of data. It is an overview level course. The screen shots shown are in most cases Excel 2016 unless there are significant differences in versions.
This course provides step by step instruction and Excel practice exercises as well as answer files.  Click here to see Table of Contents

Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: Excel 2007 or higher is required.

Advanced Preparation: Basic file management skills (open/close) are assumed. Basic Excel skills of navigating and understanding cell references
is assumed.

“Due to this/these program(s) being presented free of charge, there will be no refunds issued.”

Author: Patricia McCarthy and Joseph Helstrom CPA

Publication: March 2010
Revised:  June 2018

Format: PDF and exercise files

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recognize how to use auto filter and apply filters
  • Recognize the steps needed to create a table
  • Recognize the steps needed to remove duplicates from a table
  • Identify and use a pivot table

Below are Customers’ Comments:

  • “I liked this course-it was very readable and refreshed my memory on filtering, removing duplicates and pivot tables” – Anonymous
  • “Really enjoyed this course! I have already used some of the tools, but only to a certain extent and without formal instructions, and this course explained the tools and features well so you can use them to full extent. Materials were easy to follow..” Susan J.9/2016
  • “The extra time [spent] was more likely due to my own inexperience and desire to complete the exercises thoroughly an accurately. The time was well spent.”  Matt M. 10/2016
  • “Great course!” Caryn A.
  • “Very thorough on filtering…” “Much appreciated” D.J., CPA-IN
  • “Great job!” Overall Course Rating: 5 Stars August W. 9/18/2017
  • “It is rare that i can actually say that I enjoyed a CPE course but I found this one informative and very interesting, relying more on the author’s examples and not just quoting tax code!  [Healthcare Reform: The affordable Care Act Tax Provisions]

    - Thomas

  • Overall I was very pleased with the course. Previously I knew just enough about pivot tables to be dangerous. Now I see the power that they have and I feel much more confident using pivot tables. The course materials were very clear and well prepared. I’ll be looking at your website for future CPE hours.

    - Scott

  • “always love your site and prompt customer service !! ”  Dec. 2017

    - Thank you :)