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Mastering Advanced Excel® Functions

CPE SelectAvailable with CPE Select

Online

# of CPE Credits

4

Description

Please note: This course will expire on Wednesday, April 30, 2025 at 11:59 pm ET. Please complete the course AND submit credit before the deadline.

For licensing purposes, all CPE applies to the calendar year in which a course was taken and completed.

Save a copy of your Certificate of Completion for your records. Once submitted, your CPE hours will also reflect in your official CPE transcript.  

 

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.

Event Level: Intermediate 
Who Should Attend: 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 
Required Knowledge: Fundamental knowledge of Excel® 2019 and newer 
Advanced Preparation: Fundamental knowledge of Excel® 2019 and newer 
Vendor: K2 Enterprises 
Speaker: Stephens, Tommy

Objective

* 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

Credit Types

  • Computer Software & Applications: 4

Event Speaker(s)

Tommy Stephens

Event Level:Intermediate
Event Code:OD008624
Event Vendor:K2 Enterprises
Fields of Study:Computer Software & Applications
Tags:4 hour
Other fields:
  • CPE Select

Registration Fees

RegistrationTypePrice
On Demand - CPESelect (4 hours)CPE Select$0.00
On Demand - CPESelect (4 hours)Members$155.00
On Demand - CPESelect (4 hours)Non Members$210.00


CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.