K2's Advanced Excel - Oklahoma Society of CPAs

Overview

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 course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.

Highlights

Collaboration and security techniques

Tables, data models, and PivotTables

Advanced formulas

Data queries

Creating effective visualizations

Prerequisites

Experienced Excel user

Designed For

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

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, 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

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Mac McClelland, Mac McClelland, an attorney and accou, K2 Enterprises

Leader Bios

Mac McClelland, Mac McClelland, an attorney and accou, K2 Enterprises

Mac McClelland, MBA, JD, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, La., and Network Management Group of Hutchinson, Kan. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting. He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence. MCClelland has been published in leading business and practitioner journals, including Computers in Accounting, Journal of Accounting Education, and the top rated Journal of Accounting Research.

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