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Mastering Advanced Excel® Functions

8:30 am–12:15 pm ET

# of CPE Credits

4

Description

With approximately 500 functions now available in Excel®, it is easy to overlook some of the newer and more powerful tools available. But, if you do that, your productivity will suffer. In this session, you will learn how you can take advantage of many of Excel’s more advanced features—some of which are new, and some of which are 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, how to harness the power of the AGGREGATE function, and how to create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your level of experience working with Excel, participating in this course is sure to help you work more efficiently and effectively in Excel.

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

Highlights

* Identifying the need for Data Models * Distinguishing between Data Models and other approaches to working with multiple ranges of data * Creating Data Models using multiple approaches * Building PivotTables and other reports that take advantage of Data Models

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® 2016 or newer

Advanced Prep

None

Event Speaker(s)

Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

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Also Available As

Webcast
Thursday, July 7, 2022 (8:30 am–12:15 pm ET)
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Webcast
Thursday, September 8, 2022 (8:30 am–12:15 pm ET)
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Webcast
Thursday, February 16, 2023 (8:30 am–12:15 pm ET)
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Event Vendor:K2 Enterprises
Field of Study:Computer Software & Applications
Level: Intermediate

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0024622

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$145.00
Non-MemberN/A$195.00
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/.

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