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Date(s): Aug 05, 2021
Time: 8:00AM - 10:00AM
Registration Fee: $229.00
Cancellation Date: Jul 29, 2021
Location: Online

Course Description

Auditors and Accountant use logical functions every day.  Functions like IF, COUNTIF, SUMIF, AND, OR, and other functions are valuable tools for comparing and analyzing data. You will learn how to use these functions and how to properly create a complex nested function.


Potential CPE Credits: 2.0

Instruction Type: Live
Experience Level: INTERMEDIATE
Category: 02 Auditing

Course Objectives

Upon completion of this course, students will have the skills necessary to recognize required and optional parts of formulas and use the Insert Function button.  They will also be introduced to functions like IF, SUMIF and others that will assist them in working with audit and accounting data.




         Reviewing Basic and Comparison Operators

         Explain the Parts of a Function

         Ways to Locate and Insert Functions

         Using the IF and IFS Functions

         Work with Relative and Absolute References in IF Statements

         Nest IF statements

         Using AND and OR conditions



         Using the COUNTIF Function

         How to TRIM data

         Using Paste Special

         More on COUNTIF

         Working with SUMIF



         Protecting Your Formulas

         Keystroke Shortcuts



An Excel Level 1 class or equivalent working knowledge.  Users should understand basic functions like SUM and know basic tasks like inserting rows and adjusting column widths.


Darla Cloud

Darla Cloud has been teaching computer classes for over 27 years. She has earned the various Microsoft Office certifications acknowledging her expertise in Microsoft products. Darla is also a Certified Public Accountant and a Certified Technical Trainer. In addition to Darla’s years of teaching, she has over seven years of accounting experience. Darla’s accounting experience and love of teaching help make her an excellent trainer. She has spent years learning tips, tricks and shortcuts that she will pass on during her classes.

Additional Information

TAC Rule 523.142(g) requires the CPE Sponsor to monitor individual attendance and assign the correct number of CPE credits. Participants will be asked to document their time of arrival and departure in compliance with this Rule. Additionally, attendance will be monitored throughout the day and CPE certificates will reflect actual attendance of each participant.

If you are making travel plans to come to Austin, we recommend making "refundable" air and hotel reservations or waiting until 14 days before the class to actually book your reservations. Courses are occasionally canceled or rescheduled due to low enrollment. We determine whether a course has enough participants 16 days prior to the course date. If we cancel or reschedule, we will email the participant and his or her billing contact no later than 14 days before the original class date.

The course coordinator will contact you with parking information. Handicapped parking is free at the meters around the downtown area.

Vending machines with Coca-Cola products and various snack items are available. There is also a refrigerator and microwave in our coffee bar area. Feel free to bring in your own drinks and food if you prefer.

You might want to bring a light sweater or jacket, as room temperatures vary.

To see answers to our Frequently Asked Questions, visit

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