Course Overview


This course will begin with charting Excel 2019. There will be a review of complex functions, including IF statements and What-If Analysis. The course topics will include creating and maintaining Lists (database content) in Excel, Subtotals, Custom Lists, Conditional Formatting, Sumif and Countif statements, and an introduction to PivotTables and PivotCharts.

Key Topics:

  • Charting features in Excel 2019
  • Complex functions including IF statements and What-If Analysis
  • Creating Excel Lists for sorts, filters, and Subtotals
  • Custom Lists and Conditional Formatting
  • Countif and Sumif statements
  • PivotTables and PivotChart Basics


  • Creating charts using the new features in Excel 2019
  • Using IF statements and working with complex function arguments
  • Understanding Excel Lists and tricks for sort, filter, and Subtotals
  • Building Custom Lists and adding Conditional Formatting to lists
  • Creating a basic PivotTable and PivotChart from list data

Course Outline

"Instructor was one of the best I have ever had. She kept on task, addressed questions, and provided a good balance of lecture and hands on.  She was very knowledgeable."



Fundamental knowledge of any version of Excel including:

  • foundation of formula construction using simple formulas and functions
  • creating worksheets
  • an understanding of basic workbook design

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Section Schedule
Oct 29, 2020
Schedule and Location
Contact Hours
Delivery Options
Course Fees
Registration Fee non-credit $250.00
Section Notes
Accountants. This program is approved for 8 CPE credits. Program Level: Basic. Requisite Knowledge: None. Advanced Preparation: None. NASBA Subject Area: Computer Software & Applications. Teaching Method: Group-Live.

Course Materials

All course materials will be provided electronically.

Policy Information

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Advisory Board

Course curriculum is developed in consultation with our Professional Development Advisory Board of subject matter experts, faculty, and industry practitioners.

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