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K2’s Mastering Advanced Excel Functions

Course - K2's Mastering Advanced Excel Functions

Upcoming Live Event Schedule

This course is part of an event and you must register for the associated event to participate.

Empowering Productivity in Accounting: Multistate Conference
June 24, 2024 | Seminar

Unlock the Power of Excel & Microsoft 365 Multi-State Conference
December 16, 2024 | Seminar

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

Learning Objectives

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

Course Description

With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. 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. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.

Compliance Information

Intended Audience

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

Advanced Preparation

None

Field of Study

Computer Software and Applications

Credits

4 Credits

Published Date

November 2, 2022

Course Authors

K2 Enterprises

Hammond, LA
Various Speaker, Company Tagline

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, family values, and friendship among all involved.

About Instructor Read Less

Overview

With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. 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. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.

Course Details

  • 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

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

Intended Audience — 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

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 4 Credits

IRS Program Number

Published Date – November 2, 2022

Revision Date

Course Authors

K2 Enterprises

Hammond, LA
Various Speaker, Company Tagline

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, family values, and friendship among all involved.

About Instructor Read Less

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

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