K2's Mastering Advanced Excel Functions

K2's Mastering Advanced Excel Functions

K2’s Mastering Advanced Excel Functions

Computer Software and Applications
4 CPE Credits
Course - K2's Mastering Advanced Excel Functions
23s-aef-4
Webinar
Live
Intermediate
200 Minutes
Topics Learning Objectives Description Compliance

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

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 None Computer Software and Applications 4 Credits November 2, 2022
Topics

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

  • Fraud in small business environments
  • Internal control options in small business accounting software
  • Understanding the need for application controls and general controls
  • Common challenges associated with implementing appropriate internal controls in small business environments

  1. Cite internal control fundamentals, including definitions and concepts, types of internal control activities, and the need for internal controls
  2. Identify common small business control deficiencies and issues, including concentration of ownership and inadequate segregation of duties, and list five key risk areas for small businesses
  3. Recognize the common types of fraud schemes occurring in small businesses and implement internal control measures to reduce the threat of becoming a victim
  4. List the objectives and common deficiencies of small business accounting systems
  5. Define the purpose of general controls and list examples of typical control techniques in small businesses
  6. Implement technology tools to prevent and detect occupational fraud
  7. List opportunities to enhance security over information systems and sensitive data

Intended Audience — Business professionals responsible for internal control and fraud prevention and detection

Advanced Preparation — None

Field of Study — Auditing

Credits — 8 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

No items found