Surgent's Microsoft 365: Working with Excel Formulas and Functions

Course Details

Date

Thursday, May 1, 2025 – Thursday, April 30, 2026

Field of Study

Computer Software & Applications

Course Number

SU0005

CPE Credit

4.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Experience working with Excel 365 or earlier versions in the Windows operating system environment

Description

This course is a three-lesson intermediate level course. This course guides you through creating, copying and pasting, reviewing, and correcting basic and complex formulas in Excel using step-by-step hands-on activities. This course emphasizes using a standard keyboard and mouse actions to perform tasks in Excel.

Highlights

  • Basic formula and function syntax
  • Formulas pasted with relative references
  • Status bar options and Sum (AutoSum) for quick calculations
  • Formulas pasted with mixed or absolute references
  • Formula results pasted as values
  • Worksheets for grouping, entering formulas, and formatting
  • Ways to link worksheets and workbooks with 3-D formulas
  • The Insert Function button or Buttons from the Function Library to insert functions in formulas
  • Defined names as function arguments
  • Conditional formatting for formulas’ results
  • Common errors using the Trace Error icon and the Formula Auditing tools
  • A circular reference
  • Color-coded cell borders to correct a cell reference error in a formula
  • How to step through a nested formula
  • How to use the Watch Window and other tools to analyze, protect, and hide formulas

Objectives

  • Describe formula and function syntax and create basic formulas
  • Copy/paste and fill formulas
  • Enter formulas on grouped worksheets
  • Use multiple methods to build formulas
  • Apply conditional formatting to formulas’ results
  • Find and correct formula errors using a variety of tools, such as the Error Checking feature and Trace Error icon, the Formula Auditing tools, and the Watch Window

Designed For

Users experienced with using Microsoft 365: Excel in the Windows operating system environment, or experienced Excel users switching from earlier versions of Excel.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$79.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$129.00
Your Price $129.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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