K2's Mastering Advanced Excel Functions - Oklahoma Society of CPAs

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

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises

Leader Bios

Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises

Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.

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