Excel math/finance functions for decision makers

This is the agenda for Table of Contents
Table of Contents


Basic math and formulas

• What We Will Cover
• Basic Math & Formula Evaluation - Part 1
• Basic Math & Formula Evaluation - Part 2
• What Have We Done

Statistics and aggregation formulas

• Aggregating Numbers
• Basic Statistics
• Using Math Functions
• Aggregation with SUBTOTAL()
• Calculating Basic Statistics - Part 1
• Calculating Basic Statistics - Part 2
• Calculating Most Recent Quarterly Averages
• What Have We Done

Rounding numbers

• Basic Rounding Functions
• Rounding to Significance - Part 1
• Rounding to Significance - Part 2
• Rounding to Even, Odd and Integer Numbers
• What Have We Done

Other interesting functions

• PI(), ABS(), and MOD() Functions
• RAND() and RANDBETWEEN() Functions
• What Have We Done

Forecasting in Excel

• Forecasting Water Consumption
• Using the FORECAST() Function
• Using Statistics to Evaluate Forecasting Options
• What Have We Done

Finance formulas

• Capital Budgeting in Excel
• Building a Net Present Value Table
• Using the PV() and NPV() Formulas - Part 1
• Using the PV() and NPV() Formulas - Part 2
• What Have We Done

Evaluating a capital purchase

• Calculating Cash Flows
• Adding Context and Scenario Planning
• What Have We Done


• In Review
• Conclusion
• Final Quiz


Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.

Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.

You’re in the eye of the storm amid a swirl of slips, forms and receipts. Chart your way through tax-time turbulence with these updates and resources.