K2's Advanced Excel

K2's Advanced Excel

K2’s Advanced Excel

Accounting, Computer Software and Applications
8 CPE Credits
Course - K2's Advanced Excel
23s-ade
Webinar
Live
Advanced
400 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • Collaboration and security techniques
  • Tables, data models, and PivotTables
  • Advanced formulas
  • Data queries
  • Creating effective visualizations

Learning Objectives

  1. Identify? and? implement? the? best?techniques? to? secure? sensitive? information? in? Excel? workbooks?and? collaborate with other users to improve accuracy and efficiency
  2. Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
  3. Import and link data into Excel from external sources – including text, Access, and SQL Server – and use advanced tools, such as Power Query and various cleanup tools to manipulate the data to meet specific needs
  4. Use advanced functions, such as SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR to create and audit complex formulas
  5. Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
  6. Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information

Description

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.

The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.

Compliance Information

None Accounting, Computer Software and Applications 8 Credits November 2, 2022
Topics

Overview

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.

The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.

Course Details

  • Tips for improving efficiency with QuickBooks and QuickBooks Online
  • Better reporting when working in QuickBooks environments
  • Tips for cleaning up QuickBooks and QuickBooks Online instances
  • Managing inventory more effectively when working with QuickBooks and QuickBooks Online

  1. Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, QuickBooks Online Management Reports, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
  2. Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and listing the advantages associated with QuickBooks’ Advanced Inventory feature
  3. Differentiate between various techniques for exchanging QuickBooks data with others, including QuickBooks Accountants’ Copy feature, Portable Company Files, and backup files
  4. Utilize QuickBooks’ Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods

Intended Audience — Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks and QuickBooks Online

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

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