K2’s Mastering Advanced Excel Functions
Computer Software and Applications
4 CPE Credits
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
- Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function
- 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
Description
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.
Compliance Information
Overview
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.
Course Details
- Developments in hardware and software
- Options for communicating and collaborating more effectively
- Addressing cybersecurity issues
- Identify major hardware trends and software developments
- List examples of technologies that can improve communications and data transfers
- Differentiate between various communication tools and platforms
- List key security issues and identify appropriate responses
Intended Audience — Business professionals and advisors seeking to learn more about technologies impacting accounting and financial professionals
Advanced Preparation — None
Field of Study — Information Technology
Credits — 4 Credits
IRS Program Number –
Published Date – November 2, 2022
Revision Date –