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Webcast

Mastering Advanced Excel Functions

4 Credits: Computer Software & Applications

$196.00

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Mastering Advanced Excel Functions

Format
Webcast
Course Level
Intermediate
CPE Credits

4 Credits: Computer Software & Applications

Course Description

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.

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Learning Objectives

Upon completing this course, you should be able to:

  • 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
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Course Specifics

Course ID
WC1222281640
Revision Date
April 11, 2022
Prerequisites

Fundamental knowledge of Excel 2016 or newer

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

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

Thomas G. (Tommy) 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 internal controls for …

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