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24SR-P003: K2's Advanced Excel (Virtual)

Thursday, May 9, 2024
9:00am - 4:30pm Central Time
8 CPE (4 technical, 4 non-technical)

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Become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. In this laptop-friendly program, 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. Relevant, real-world examples reinforce the topics presented. This course covers advanced Excel topics found in Excel 2019 and newer.

Major subjects

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

Learning objective(s)

  • Identify and implement the best techniques to secure sensitive information in Excel workbooks
  • Collaborate with other Excel users to improve accuracy and efficiency
  • Create tables and learn advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
  • 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
  • Use advanced functions, such as SUMPRODUCT, XLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR, to create and audit complex formulas
  • Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
  • Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information

Who should take this program?

Business professionals who work with Excel 2019 or newer and want to extend their knowledge with advanced features and functions

Fees

Our records indicate you are a nonmember. If you register, you will be charged $449.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $349.00
checkmark Standard Nonmember Fee $449.00

More program information

Instructor Stephen Yoss, CPA, MS
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (4.0)
Accounting - Technical (4.0)
Level Advanced
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. Experienced Excel user
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more
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