Mastering Advanced Excel Functions FLEXCAST
Available Until
Your Desk
4.0 Credits
Member Price $196.00
Non-Member Price $225.00
Overview
This comprehensive course offers an in-depth exploration of Excel’s lesser-known yet powerful functions, tailored to enhance the productivity of professionals in the tax, accounting, and finance sectors. By focusing on both new and legacy functions, the session empowers participants to harness the full potential of Excel. You will discover the capabilities of functions like XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY, and learn to utilize advanced financial functions such as IPMT and PPMT. The course also explains how to retrieve summarized data with GETPIVOTDATA and CUBEVALUE, simplify complex calculations using Dynamic Array formulas, and utilize the AGGREGATE function for more effective data analysis. Additionally, the session covers the use of Excel’s FORECAST.ETS function for more precise forecasting. Whether you are new to Excel or an experienced user, this course will provide you with a wealth of practical knowledge and skills to improve your efficiency and effectiveness in using Excel for a variety of professional applications.
Highlights
Five fundamentals of spreadsheet design. Array formulas. Conditional and Boolean functions. Understanding GETPIVOTDATA and cube formulas. INDIRECT and OFFSET. Dates and time.
Prerequisites
None.
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.
Notice
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Thomas Stephens Jr, Partner, K2 Enterprises, LLC
Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992. Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past nineteen years, Mr. Stephens has presented in excess of 1,800 educational sessions to over 55,000 participants nationwide. Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle – his wife of twenty-nine years – have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.
Non-Member Price $225.00
Member Price $196.00