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 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.

Instructor: Thomas G. Stephens Jr

Target Audience

CPAs and other e xperienced Excel users looking to enhance their Excel skills.

Course 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

Subjects

Collaboration and security techniques

Tables, data models, and PivotTables

Advanced formulas

Data queries

Creating effective visualizations

Prerequisites

None.