CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

Excel has more than 450 functions, many of which are unused by business professionals. This session will put you on a path to improved Excel productivity by introducing you to powerful but little used Excel functions, such as IFS (for nested IF statements), AGGREGATE (best described as SUBTOTAL on steroids), GETPIVOTDATA (for producing formal reports from data summarized in a pivot table), CUBEVALUE (for building reports directly from the Excel Data Model) or TEXTJOIN (for joining text or creating CSV files).

MAJOR TOPICS COVERED

  • New functions in Excel such as TEXTJOIN, IFS, and SWITCH
  • Working with CUBE functions and Data Models
  • Extracting data from PivotTables with the GETPIVOTDATA function
  • Summarizing data with the SUBTOTAL and AGGREGATE functions
  • Creating reports using EOMONTH, INDIRECT, and  SUMIFS
  • Working with Excel’s primary date-oriented functions

Learning Objectives

Upon completing this session, you should be able to:

  • Use Excel’s financial functions to calculate mortgage interest and principal reduction, or perform conventional cash flow analysis;
  • List five Excel functions for making conditional calculations with multiple conditions;
  • Explain the general process of using INDIRECT to make report assembly easier; and
  • Describe the benefits of using GETPIVOTDATA for extracting summarized data from a PivotTable

Course Specifics

Course ID
WC12206833
Revision Date
March 19, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens 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. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Advanced Excel Formulas And Functions

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

Excel has more than 450 functions, many of which are unused by business professionals. This session will put you on a path to improved Excel productivity by introducing you to powerful but little used Excel functions, such as IFS (for nested IF statements), AGGREGATE (best described as SUBTOTAL on steroids), GETPIVOTDATA (for producing formal reports from data summarized in a pivot table), CUBEVALUE (for building reports directly from the Excel Data Model) or TEXTJOIN (for joining text or creating CSV files).

MAJOR TOPICS COVERED

  • New functions in Excel such as TEXTJOIN, IFS, and SWITCH
  • Working with CUBE functions and Data Models
  • Extracting data from PivotTables with the GETPIVOTDATA function
  • Summarizing data with the SUBTOTAL and AGGREGATE functions
  • Creating reports using EOMONTH, INDIRECT, and  SUMIFS
  • Working with Excel’s primary date-oriented functions

Learning Objectives

Upon completing this session, you should be able to:

  • Use Excel’s financial functions to calculate mortgage interest and principal reduction, or perform conventional cash flow analysis;
  • List five Excel functions for making conditional calculations with multiple conditions;
  • Explain the general process of using INDIRECT to make report assembly easier; and
  • Describe the benefits of using GETPIVOTDATA for extracting summarized data from a PivotTable

Course Specifics

Course ID
WC12206833
Revision Date
March 19, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens 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. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Advanced Excel Formulas And Functions

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00