Excel Power User Module 5: Date and Text Functions

Overview

This course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the “big chunks” and bring their professional knowledge up to speed.

Highlights

• 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

Prerequisites

Excel Power User Modules 4 or knowledge of the topics covered.

Designed For

Accounting professionals who use Excel for Windows.

Objectives

• Identify which Excel function can be used to return the last day of the month.
• Recall the arguments of the DATE function.
• Determine an Excel function that returns the year of the date.

Preparation

None.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.