Module 3: Formulas, Named Ranges, and Formula Accounting

Course Description
This one-hour source will introduce users to table functions in Excel and Power BI. Users will demonstrate an ability to apply and utilize named ranges and naming conventions to data. Specific focus is given to common formulas and functions within Excel. Common pitfalls in formula implementation are discussed. Users will utilize exercises alongside an instructor to practice formula and function skills.
Learning Objectives
  • Understand the applicable Excel skills that will be required in making the transition to data analyst
  • Apply formulas to existing data and debug errors in formulas
  • Understand and apply the basics of data cleaning
  • Understand the importance of naming conventions in Excel tables
  • Under the basic formula language and implementation guidance and be able to apply that guidance to common formulas used in data analytics
Who Should Take This Course?
Auditors: Staff Auditors, Senior Auditors, Internal Auditors, Government Auditors
Accountants: Staff Accountants, Senior Accountants, Supervisors, Managers, Management Accountants
Analysts: Business Analysts, Financial Analysts

Module 3: Formulas, Named Ranges, and Formula Accounting

$39

1 hour of Instruction

Level: Intermediate

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and On-Demand

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Prerequisites

2+ years of experience working with Excel

Advance Preparation

Install Power Pivot and Data Analysis ToolPak

Resume Skills
Data Analytics Power BI Microsoft Excel
Virginia Collins, CPA, CFE, CITP
Meet The Instructor

Virginia Collins is a former Manager in the Quality Control Department of Berdon LLP. With more than 35 years of experience in public accounting, she has advised clients across many industries. Leveraging broad experience in auditing, accounting, and internal controls, she has expertise in information technology including data analytics, Excel, and active data. Ms. Collins is a Certified Informational Technology Professional (CITP), which is a specialty designation awarded by the AICPA to CPAs with the unique ability to bridge business and technology. She was appointed a Committee Member of the AICPA Credential Committee where she has been actively involved in increasing the use of Computer Assisted Auditing Techniques (CAATs) by CPAs. Her experience extends to planning of engagements — applying CAATs techniques and training staff on their use, internal control I.T. review, quality control review of engagements, data analytics, continuous auditing and business intelligence, and advising on the requirements of Section 404 of the Sarbanes-Oxley Act.

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