K2's Advanced Excel

Course Details

Date

Monday, November 28, 2022

8:00am – 3:30pm (Registration: 8:00am)

Location

Facility Pending

Webinar

Field of Study

Technology

CPE Credit

8 hours CPE credit

Level of Knowledge

Advanced

Vendor

K2 Enterprises

Prerequisites

Experienced Excel user

Description

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will 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.

The content of this course draws from over twenty-five years of experience in delivering Excel training to accountants and other business professionals and throughout the program, relevant, real-world examples reinforce the major topics presented. You do not want to miss this opportunity to become more efficient and proficient in Microsoft Office Excel, the accounting and financial professional’s tool of choice. This course covers advanced Excel topics found in Excel 2007 through Excel 2019.

Objectives

• Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
• Create tables and take advantage of their 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 to meet specific needs
• Use advanced functions, such as SUMPRODUCT, VLOOKUP, HLOOKUP, 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

Course Pricing

WYOCPA Member Fee
$300.00

Non-Member Fee
$350.00

Late Registration Fee (will be added after November 23, 2022)
$100.00

Your Price
$350.00

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