K2's Advanced Excel Functions And Formulas

Course Details

Date

Monday, October 14, 2019

8:00am – 9:40am
(Registration: 7:30am)

Field of Study

Technology

Course Number

4193611E

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Advanced

Vendor

CalCPA Education Foundation

Prerequisites

Fundamental knowledge of computer operations and Microsoft Excel.

Description

Excel has more than 450 functions with many unused by business professionals. Get on the path to improved Excel productivity with an introduction to powerful, but little used, Excel functions.

This course will review functions such as IFS for nested IF statements; AGGREGATE which is best described as SUBTOTAL on steroids; GETPIVOTDATA for producing formal reports from data summarized in a pivot table, CUBEVALUE for building reports directly from the Excel Data Model and TEXTJOIN for joining text or creating CSV files quickly and easily.

Highlights

  • Excel's financial functions
  • Excel functions for making conditional calculations
  • INDIRECT to make report assembly easier
  • GETPIVOTDATA

Objectives

  • Use Excel's financial functions to calculate mortgage interest and principal reduction, or perform conventional cash flow analysis.
  • List five Excel functions for making conditional calculations with multiple conditions.
  • Explain the general process of using INDIRECT to make report assembly easier.
  • Describe the benefits of using GETPIVOTDATA for extracting summarized data from a PivotTable.

Designed For

CPAs and business professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$60.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$94.00
Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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