CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Self-Study

Dynamic Array Formulas and Other New Functions

1 Credits: Computer Software & Applications

$29.00$49.00

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Dynamic Array Formulas and Other New Functions

Format
Self-Study
Course Level
Overview
CPE Credits

1 Credits: Computer Software & Applications

Course Description

This course overviews some new features and functions that Microsoft offers in Excel 2019 and/or Microsoft 365. The eBook has an accompanying workbook that you can work through along with an answer sheet. The course introduces the concept of dynamic arrays and related formulas such as SORT(), SORTBY() and Filter(). XLOOKUP() is an update and is intended to effectively replace VLOOKUP(). XLOOKUP() is a must know function and totally improves all the problems of VLOOKUP(). UNIQUE() allows you to identify unique values in a range. The course also covers CONCAT() and TEXTJOIN() which are new text functions that Excel has introduced. CONCAT() is intended to replace the older CONCATENATE(). The course ends with a discussion of some other new functions including IFS(), SWITCH() and MINIFS().

Please make sure that you have the proper Excel version or some or all of these functions will not be available to you. If you are not sure, go to Excel and try typing in an equal sign and then one of the new functions listed here. If the function does not start to display then you probably do not have access to it. Even if you do not have access to the new functions the course is worthwhile as you can use it to determine if you should upgrade to a newer Excel version.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

• Define an array;
• Recognize how a dynamic array works; and
• Recognize new Excel functions and how to use them.

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Course Specifics

Course ID
2214705
Revision Date
December 1, 2022
Prerequisites

You need Excel 2019 and/or Office365 to use these functions. Click on Account in Excel and it will show you what version you have. Please read last paragraph of course description.

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Patricia McCarthy Headshot

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona. Patricia is a …