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Please note that this course is from a third party vendor, K2 Enterprises. We strongly recommend registering no later than one-hour before the course begins. Please contact K2 if you do not receive your invitation via email at least 24 hours before the course begins: [email protected]. Thank you.

 

Date(s):

05/08/2025

Registration Open:

8:45 AM - 9:00 AM

Time:

9:00 AM - 4:30 PM

Facility:

Online

Meeting Type:

Courses

CPE Credit:

8.00

Field(s) Of Study:

Accounting (4.00), Computer Software and Applications (4.00)

Level of Knowledge:

Advanced

Price:

Member: $345.00
Nonmember: $445.00

Individual Discounts:

Not Available

Group Discounts:

10+ Registrants - Discount: 5.00%
20+ Registrants - Discount: 10.00%

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.

If you’re ready to move beyond Excel’s fundamental features, participate in K2’s Advanced Excel. This course will teach you about collaboration options, security techniques, tables, data models, PivotTables, and advanced formulas.

         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

This course is designed for Business professionals who work with Excel 2019 or newer and want to extend their knowledge with advanced features and functions.

Highlights

         Collaboration and security techniques

         Tables, data models, and PivotTables

         Advanced formulas

         Data queries

         Creating effective visualizations

Speaker(s)

Prerequisites

Experienced Excel user