Live Replay WebinarIntermediate level

K2's Mastering Advanced Excel Functions

★★★★★ 4.5 · 22 attendee ratings

With approximately 500 functions now available in Excel, some newer and more powerful tools are easily overlooked. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel's more advanced features – some new and some legacy – to elevate your productivity to higher levels. In this session, you will learn about many of Excel's newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel's FORECAST.ETS function. Regardless of your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.

CPE Credits4
Length3h 20m
Instructor K2 Enterprises

Learning objectives

Upon completing this course, you should be able to:

  • List examples of best practices for constructing formulas in Excel spreadsheets
  • Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
  • Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
  • Cite examples of when using Dynamic Arrays would be useful
  • Differentiate between Excel’s AGGREGATE and SUBTOTAL functions
  • Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function

Major topics

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel

Who this is for

Business professionals who work with Excel and want to extend their knowledge of advanced features and functions to become more accurate, effective, and efficient with spreadsheets

Prerequisites: Fundamental knowledge of Excel 2019 or newer

What's included

Every registration comes with the course materials — yours to keep.

  • Course handout PDF
  • Demonstration & sample files ZIP

Course details

Recommended CPE credit
4 — Computer Software and Applications
Field of study
Computer Software and Applications
Program level
Intermediate
Delivery method
Group Internet Based
Prerequisites
Fundamental knowledge of Excel 2019 or newer
Advance preparation
None
Length
3h 20m
Last revised
Wednesday,
Course number
23s-aef-4
Provider
K2 Enterprises

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

On its own

Live Replay Webinar Attend the next scheduled rebroadcast — full live CPE credit · 4 credits · 3h 20m
$100 Add to Cart

As part of a multi-day event

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Your instructor

K2 Enterprises

K2 Enterprises

Various Speakers · Accounting Technology · ★ 4.5 instructor rating

K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology. We make every effort to maintain a high level of integrity,...

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Attendee feedback

Attendee reviews

★★★★★

“Stephen was very knowledgeable and easy to follow along with.”

Verified attendee K2's Mastering Advanced Excel Functions · Jun 27, 2025

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