Excel Tips to Boost Your Productivity (CPE Course)

CPE Credit: 1 hour

Course Type: Downloaded PDF materials with online test

Price (with PDF Textbook): $15

Course Description
This course is designed to help intermediate Excel users enhance their efficiency through practical, time-saving techniques. Covering a wide range of topics from data formatting and formula shortcuts to custom views and form-based data entry, the course delivers highly actionable strategies for streamlining repetitive tasks. With an emphasis on speed and accuracy, this course is ideal for professionals looking to maximize their productivity when using Excel.

Author: Steven Bragg

Course Number: SP1019

Learning Objectives

  • Recognize the quickest ways to adjust worksheets in Excel.

  • Recall the quickest ways to clean up data in Excel.

  • Recognize the most efficient ways to view data in Excel.

  • Specify the steps needed to convert data into Excel.

Level: Intermediate

Instructional Method: QAS Self-Study

NASBA Category: Computer Software and Applications

Prerequisites: Basic knowledge of Excel.

Advance Preparation: None

Latest Review Date: April 2025

Program Registration Requirements: Click on "Purchase Course" near the top of this page to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.

Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.

CPE-Sponsor-Logo.jpg

AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.