CPE & Event Catalog

New functions in Excel such as TEXTJOIN, IFS, and SWITCH. Working with CUBE functions and Data Models. Extracting data from PivotTables with the GETPIVOTDATA function. Summarizing data with the SUBTOTAL and AGGREGATE functions. Creating reports using EOMONTH, INDIRECT, and SUMIFS. Working with Excel's primary date-oriented functions.

Exchanging and working with QuickBooks data. Advanced reporting issues. Managing inventory with QuickBooks.

Fundamentals of effective visualizations. Creating visualizations in excel. Beyond the basics for more effective visualizations and communication.

Macro recorder. Visual basic editor. Quick access toolbar.

External data. Text files. Data preparation. Accounting system data. Getting graphics.

Selected shortcuts. Named references tables. Data validation. Conditional formatting basics.

Better summing. Skinny row. Hide worksheets. Highlight input cells. Workbook organization. Worksheet organization. Nested functions. Selection groups. Workbook design principles.

Conditional summing basics with SUMIFS. Remove duplicates. Lookup basics. Improving VLOOKUP with MATCH. Improving VLOOKUP with VALUE and TEXT. Moving beyond VLOOKUP with INDEX.

Trap errors with IFERROR. The IF function. List comparisons. The ISERROR function. Multicolumn list comparisons with COUNTIFS. Indentation. Perform lookups with SUMIFS.

Determine the last day of the month with EOMONTH. Date parts: MONTH and YEAR. Build your own date with DATE. Concatenation basics. Improve SUMIFS with CONCATENATE.

Dynamic headers. Horizontal reports. Mapping tables. Data validation and reporting. Improving error check with Boolean values and the logical AND function.

PivotTable basics. Row fields. Value fields. Column fields. Filter fields. Updating data. Groups and subtotals. Value formats.

Report type comparison options. Report layout and design. Multiple value fields. Calculated fields. Calculated items.

Show values as. Sorting. Filtering. Hybrid reports with GETPIVOTDATA. Web data.

Reasons for financial statement analysis. Analyzing financial statements. Users of financial statements. Analyzing financial statements. Concerns of users of financial statements. Types of financial statement analysis. Gross profit analysis. Steps to break-even analysis. Horizontal and vertical analysis. Ratio analysis. The overall cash flow pipeline. Measures of earnings quality. Reasonableness of earnings relationship to cash flow.

Creating and using Styles in Excel. The accounting format and why you should use it. How to create custom formats. Formatting dates for maximum impact. The advantages of storing formats in templates.

Auditor Reporting - AU - C 700 Series. Significant changes to the Auditor's Report. Auditor Reporting - SAS No. 134. Illustrative report. SAS 135, Omnibus Statement on Auditing Standards - 2019. SAS 141. Audit evidence. Auditing accounting estimates and related disclosures (SAS No. 143). SAS 144.

Named ranges. Named constants. Named formulas.

Conditional formatting basics. Conditional formatting icon sets. Conditional formatting formulas.

Presentation of financial statements. Statement of cash flows. Consolidated and separate financial statements. Accounting policies, estimate changes and errors. Financial reporting in hyperinflationary economies. Earnings per share. Interim financial reporting. Operating segments. Joint arrangements. Investments in associates and joint ventures. Disclosure of interests in other entities. Inventories. Property, plant, and equipment. Intangible assets. Investment property. Impairment of assets.