Text Based

Creating Custom Functions in Excel - 2020 (Text Based)

Created on February 17, 2020

Beginner

Overview

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.

Course Objectives:
  1. Recognize how to find and access the Visual Basic Editor  
  2. Identify the components of custom functions and how to use them
  3. Recognize how to create, save and remove custom functions
  4. Recognize the implications of creating custom functions and how they work

Instructional Method: Self-Study

Review Date: 02/17/2020


Required Components: Written Materials

CPE Final Exam Required Passage Grade: 70%

Please Note: This course must be completed within 1 year of the date of receipt of this course for CPE Credit.


Field of Study: Computer Software & Applications/Specialized Knowledge

Level of Knowledge: Intermediate to Advanced Excel user

Version: Versions 2010 through Excel 2019 and Office 365 are covered. Some screenshots may differ depending upon the Excel version being used.

Prerequisites:  Should have a basic understanding of an IF statement.  Be aware of your company's policy on macros. A Custom function is not macros, but some companies treat it as is.

Advanced Knowledge: None

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