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K2’s Mastering Advanced Excel Functions

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Webinar

Webinar, UT 00000

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4.00 Credits

Member Price $180.00

Non-Member Price $205.00

Overview

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.

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

Prerequisites

Fundamental knowledge of Excel 2019 and newer

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

Objectives

• 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

Preparation

None

Leader(s):

Leader Bios

Brian Tankersley, K2 Enterprises

Brian Tankersley is a consultant based in Knoxville, Tennessee. Brian is a frequent speaker at continuing education courses on auditing and technology for K2 Enterprises, and is a senior faculty member with Becker Professional Review. Brian writes and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com) and frequently posts articles to the K2 blog on AccountingWeb.com. Tankersley’s areas of practice include accounting systems, taxation, IT consulting, and general business consulting. Prior to forming his own firm Brian practiced in public accounting with both international and local firms, as well as industry. His public accounting experience includes accounting system implementations, tax returns, financial analysis, inventory costing, and audits of public and private companies. Brian’s industry experience includes retail, financial services, wholesale, and manufacturing. His information technology experience includes technology strategy, technology management, systems implementation, technical training and documentation. Brian is both a Certified Public Accountant and Certified Information Technology Professional, and has bachelors degrees in both Accounting and Finance, cum laude, from the University of Tennessee. He is a certified public accountant (Tennessee), and a certified information technology professional (CITP). In 2007 and 2008, Brian was selected as a “40 Under 40” honoree for his leadership in the profession by the CPA Technology Advisor. He holds numerous vendor consultant certifications in applications such as QuickBooks, QuickBooks Enterprise Solutions, and Microsoft Office Accounting. Brian has served on numerous board of directors and in leadership roles for both his church and in professional organizations. Brian is a member of the Tennessee Society of CPAs, the American Institute of CPAs, and an associate with the Association of Certified Fraud Examiners. He has also served as an officer and director for numerous area community and professional organizations. Brian, his wife Janette, and their six year old son make their home in Farragut, Tennessee.

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Non-Member Price $205.00

Member Price $180.00