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

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

  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

Intended Audience —

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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