Self-Study
Creating Custom Functions in Excel
Create custom Excel functions using Visual Basic Editor and VBA.
$58.00 – $78.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Computer Software & Applications
Course Level
Intermediate
Format
Self-Study
Course Description
This course covers how to create a custom function (sometimes called an UDF or user-defined function) in Excel. A custom function is a calculation that the user creates and names. This custom function is then stored in Excel and can recalled when it is needed. In this course, we will be using the Visual Basic Editor and using a couple of VBA keywords; however, this is NOT a VBA or programming course. You will create a couple of different custom functions and then see how to create an Add-ins file so that these functions can be used in all your workbooks.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Recognize how to find and access the Visual Basic Editor
- Identify the components of custom functions and how to use them
- Recognize how to create, save and remove custom functions
- Recognize the implications of creating custom functions and how they work
Course Specifics
2154591
December 31, 2024
Excel 2007 or higher. Should have a basic understanding of an IF statement.
None
53
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona. Patricia is a …
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