Speed Loop Sprint (124 CPE)

Administration

The Admin building is where you go to manage your account. There is an orientation video and helpful instructions as well.

• Instructor: Jeff Lenning CPA
• Recommended Software: Excel for Windows (2013 or later)
• Program Level: Basic
• Prerequisites: None
• Advance Preparation Needed: None
• Delivery Method: QAS Self-Study (on-demand)
• Expiration Date: Three-year access to earn 124 CPE credit; lifetime access to reference materials (videos and files, no CPE)
• Refund Policy: full refund within 30 days or until you earn any CPE
• Field of Study: Computer Software & Applications
• Access Begins: Immediately
• Certificates of completion: Download with a passing exam score
• Recommended CPE: 124
• Materials: all materials are digital (no printed textbooks)
• Objectives: State the 7 steps of the Speed Loop process, Recall 5 core features and functions of Excel, Identify 3 tools that help automate Excel.
• Complaint Resolution: contact us at 949-200-7688 or info@excel-university.com
• Official Registry Statement: Excel University, 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 Sponsors. State boards of accountancy have final authority on the acceptance of individual programs for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website nasbaregistry.org.

Graduate Program

The Graduate Program teaches classic Excel topics and includes the materials from the four undergraduate courses (v1-4).

• Freshman covers the foundations needed to build reliable workbooks.
• Sophomore demonstrates how to build efficient formula-based reports.
• Junior digs into the details of PivotTables.
• Senior illustrates how to create efficient internal-use workpapers.

Upon completion, you'll earn the Excel University Graduate Certification.

 

Freshman (Undergrad 1) Foundations Selected Shortcuts Named References Tables Data Validation Conditional Formatting Basics Better Summing Skinny Row Hide Worksheets Highlight Input Cells Workbook Organization Workbook Organization Worksheet Organization Nested Functions Selection Groups Workbook Design Principles

Sophomore (Undergrad 2) Conditional Summing SUMIFS Remove Duplicates Lookups VLOOKUP, INDEX, MATCH IFERROR, IF, ISERROR List Comparisons COUNTIFS Indentation Lookup with SUMIFS Date and Text Functions EOMONTH, MONTH, YEAR, DATE Concatenation Basics Formula-based Reports SUMIFS with CONCATENATE Dynamic Headers Mapping Tables

Junior (Undergrad 3) PivotTable Fundamentals PivotTable Basics Row Fields Value Fields Column Fields Filter Fields Updating Data Groups and Subtotals Value Formats Report Type Comparison Working with PivotTables Options Report Layout and Design Multiple Value Fields Calculated Fields Calculated Items Show Values As Sorting Filtering GETPIVOTDATA Obtain > Prepare > Summarize Text Files Data Preparation Accounting System Data Getting Graphic

Senior (Undergrad 4) Features Sorting & Filtering Outlining Formatting Printing Protecting Hyperlink Feature Functions HYPERLINK Function IF Alternatives Lookup Functions Text Functions Date Functions Insert Function Techniques Ribbon Review Conditional Formatting Revisited Names Revisited Wildcards Revisited Tables Revisited Start Here Revisited Applications JE Preparation Budget Ideas Common Workpapers

 

Masters Program

The Masters Program teaches more technical Excel topics and includes the materials from the two masters courses (m1-2).

• Masters 1 covers Power Query, Power Pivot, Power BI, and table/graph design.
• Masters 2 demonstrates how to automate repetitive tasks with VBA and Macros.

Upon completion, you'll earn the Excel University Masters Certification.

 

Masters 1 Power Query Topics Get external data Various transformations, including unpivot Load to data model and table Chain queries Merge queries Power Pivot Topics Relationships Measures (implicit / explicit) Various DAX functions Date (calendar) table Data vs lookup tables Power BI Topics Getting external data Modeling data and writing measures Various visuals (matrix, table, column, bar, line, scatter, map) Power BI desktop, service, mobile app Slicers (and sync slicers) Table and Graph Design Topics Display type: selecting a table or graph Chart design practices How to feature key relationships graphically Nominal (order not important) Ranking (order matters) Part-to-whole (contributions to whole) Time series (over time) Distribution (distributed over range) Deviation (difference) Correlation (vary in relation to each other) Geospatial (locations) Case Studies (practical applications of skills) Sales manager (nominal) Travel expenses for CFO (ranking, part-to-whole) Year-end sales promotion (time series) Budget vs actual (deviation) We Collect 4U (distribution) Employee surveys (correlation) Donor state map (geospatial) Dashboard

Masters 2 VBA Topics Visual Basic Editor Macro Recorder Excel object model Properties Methods Procedures, subs, functions Collections Variables, scope, type Constants Object variables VBA functions MsgBox InputBox Program flow If Then Exit, Labels Select Case Program flow, If Then, Exit, Labels, Select Case Loops, For Next, Do While Collection loops Error handling, On Error, Debugging, Watch/Locals Copy cell, range, table Charts, chart sheets Performance ScreenUpdating Module variables Workbook, worksheet loops Names, Variant/Array, Split StatusBar Case Studies (practical application of skills) Insert standard worksheet title Insert the SUBTOTAL function Prepare a workbook to deliver to staff Apply standard PivotTable design Apply standard chart design Export journal entries Update a set of budget workbooks Create PDF reports from workbooks

 

Office Hours

I hold scheduled Office Hours where you can join me online in real-time. Everyone with a current Campus Pass is welcome. I do a bit of teaching and then open it up for a full Q&A where you can ask me anything.

 

Students are free to drop suggestions into the Suggestion Box. Drop into my Office Hours anytime to check it out and view prior recordings.

 

I look forward to meeting you during Office Hours!

Student Union

The Student Union is a place specifically designed for students to network, socialize, and help support one another. Ask the community Excel questions, give advice, offer tips, and upload cool Excel files for others.

 

By participating in the Student Union, you can level up with experience points. Plus, you can share your achievements with the community!

Gamification

Gamification just means we've included game-like elements such as achievements, point scoring, and awards to make our Excel training more fun (more like a game).

 

We call it Extreme Gamification because we've included so many elements, for example, Story Mode...

 

Story Mode is a fictional story line that connects the sequential training segments. In each segment, you'll view a Story Mode video, download an Excel file, and use your Excel skills to analyze it. Enter your results to help "Campus Security" with their "investigation." Investigation? Yes, you are helping out with an investigation! Story Mode is like your favorite detective show, combined with an interactive escape room, combined with a puzzle-adventure video game. If you decide to play, I hope it motivates you to progress through the training program and offers a fun way to apply your new-found Excel skills!

 

Other gamification incentives:

• Badges - earn digital badges as you complete your training coursework
• Achievements - unlock achievements displayed in the Student Union
• XP and Level UP! - earn experience points (xp) as you participate and level up!
• Challenges - participate in Excel challenges to win various rewards
• And More - I don't want to give everything away, but there is more fun stuff to discover on campus

It is gamification taken to the extreme ... and we hope you have fun learning Excel here :-)