[WEB] K2's Mastering Advanced Excel Functions

Course Details

Date

Thursday, June 27, 2024

8:00am – 11:30am
(Registration: 8:00am)

Course Number

AEF-4

CPE Credit

4.0 hours CPE credit

Instructor

Brian Tankersley

Level of Knowledge

Intermediate

Vendor

K2 Enterprises

Prerequisites

Fundamental knowledge of Excel 2019 or newer

Description

LINK AND INSTRUCTIONS TO COME FROM HSCPA ONE DAY PRIOR TO SESSION

With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. 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. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.

Are you ready to move past Excel's simple functions, such as SUM? If so, participate in this session to learn about many of Excel's advanced functions, including XLOOKUP, SUMIFS, and SWITCH. You’ll also learn about the revolutionary Dynamic Arrays feature.

Highlights

  • 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

Objectives

Upon completing this course, you should be able to:

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

Designed For

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

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by June 18, 2024.

$150.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$200.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by June 18, 2024.

$300.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$350.00
Your Price $300.00

CPE Choice

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

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