K2's Excel Tips - Today's Best Features

K2's Excel Tips - Today's Best Features

K2’s Excel Tips – Today’s Best Features

Computer Software and Applications
2 CPE Credits
Course - K2's Excel Tips - Today's Best Features
25c-exltips
In-Person, Webinar
Live
Intermediate
100 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • New features and functions in Excel
  • How to improve efficiency and effectiveness when working in Excel
  • Taking advantage of Copilot integration with Excel
  • Better ways of creating and working with formulas

Learning Objectives

  1. List examples of key new features in Excel and how and why business professionals can take advantage of these tools
  2. Identify use cases for Excel’s PIVOTBY and GROUPBY functions
  3. Specify how Office Scripts differ from traditional Excel macros
  4. Cite examples of using Copilot in conjunction with Excel
  5. List examples of new opportunities to collaborate with others using Excel

Description

Wow! So many new Excel features and so little time! Microsoft continues to add tremendous functionality to Excel – the business professional’s tool of choice. Yet most Excel users have not discovered these new tools and remain mired in yesterday’s practices for working in Excel. In this session, you will learn how to use many of Excel’s latest features to work more efficiently and effectively with your spreadsheets.

Participate in this session to learn about recently released features such as PIVOTBY, GROUPBY, Office Scripts, integration with Copilot, new ways to share and collaborate in Excel, and data entry and formula improvements. If you work with Excel – and who doesn’t – this session is necessary to help you improve your efficiency and effectiveness when using Excel.

Compliance Information

Update this attribute value to the course desired audience. None Computer Software and Applications 2 Credits January 1, 2025
Topics

Overview

Wow! So many new Excel features and so little time! Microsoft continues to add tremendous functionality to Excel – the business professional’s tool of choice. Yet most Excel users have not discovered these new tools and remain mired in yesterday’s practices for working in Excel. In this session, you will learn how to use many of Excel’s latest features to work more efficiently and effectively with your spreadsheets.

Participate in this session to learn about recently released features such as PIVOTBY, GROUPBY, Office Scripts, integration with Copilot, new ways to share and collaborate in Excel, and data entry and formula improvements. If you work with Excel – and who doesn’t – this session is necessary to help you improve your efficiency and effectiveness when using Excel.

Course Details

  • Fundamental Excel techniques all accounting and financial professionals should know and use
  • Creating date-based calculations in Excel
  • How to create Excel templates
  • Key options you should enable in Excel
  • Linking data in Excel

  1. Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  2. Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
  3. Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  4. Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports

Intended Audience — Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

Advanced Preparation — None

Field of Study — Accounting, Computer Software and Applications

Credits — 8 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

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