Online Seminar

Advanced Data Magic with Excel

AUG 08 - Aug 09, 2022

Online

DATE

AUG 08 - AUG 09

2022

TIME

8:30 AM - 12:30 PM

WHO CAN ATTEND

All

PD HOURS

7.5 Hours

ETHICS HOURS

0 Hours

STATUS

Registration closed on

Aug 05, 2022

EVENT DESCRIPTION

SCHEDULE

This course has shifted online into two, half-day sessions.

  • Monday, August 8, 2022, 8:30am - 12:30pm
  • Tuesday, August 9, 2022, 8:30am - 12:30pm
  • Ready to take your Excel skills to the next level?

    This seminar starts by clarifying some key Excel misunderstandings that affect typical Excel workbooks and shows you how advanced Excel functions will improve your calculating skills. Need to bring data into Excel from an outside source? The seminar will cover this in depth. You will learn how to use Excel’s data analysis tools, including advanced lookups. Then the course dives into array formulas, a powerful tool that very few Excel users understand. Finally, you will be exposed to the Excel Data Model and PowerPivot, a tool first introduced in Excel 2010 that enables you to work with large amounts of data from multiple data sources.

    LEARNING OBJECTIVES:

    • Understand how Excel calculates; creating custom formats; and date arithmetic
    • Learn how to use Excel functions such as AND, OR; CHOOSE, INDEX, MATCH and INDIRECT
    • Learn the key skills you need to access external data such as importing from ACCESS, importing from other file types, using Microsoft Query
    • Discover data analysis tools such as Goal Seek, Data Tables, Scenario Manager and Solver
    • Understand the power of lookups, VLOOKUPS with IFERROR, VLOOKUPS with wild cards, combining VLOOKUPS and doing a VLOOKUP across multiple sheets
    • Discover array formulas to simplify complex calculations, including single arrays, multi-cell arrays, comparative arrays, conditional formatting with arrays and more
    • Discover the power of Excel PowerPivot, Power View, Data Models, DAX calculations and Power Map that is available in Excel Professional Plus 2013 and 2016

    WHO WILL BENEFIT:

    The seminar is designed for intermediate users who want to further their Excel skills to the next level. You will leave the seminar with a clear understanding of how to use the many advanced tools in Excel that few users take advantage of.

    PRICING

    $325.00 Personal Passport

    $380.00 Organization Passport

    $479.00 Member

    $479.00 Student

    $589.00 Public

    Status: Registration closed on Aug 05, 2022

    LOCATION

    Online

    SPEAKER(S) BIO

    K2E Canada Inc, and its US partner K2 Enterprises is the pre-eminent provider of technology-focused continuing professional education to accountants and other professionals in Canada and the United States. We offer seminars on Excel, Word, PowerPoint, Outlook and Access. In addition; our catalogue includes seminars on Internal Controls, Cloud Computing, Tech Tools to Prevent Fraud, Adobe PDF and overviews of current technology for accountants.

    Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting. He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence. Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.

    SPECIAL INSTRUCTIONS

    • This seminar requires an intermediate level of Excel knowledge.
    • This course will be taught in Excel 2016 with reference to the differences to Excel 2013. The program focuses on Excel for Windows and we encourage you to bring your windows laptop equipped with Excel 2013 or newer to follow along with the instructor.
    • Advance preparation: Power Pivot is available in premium editions of Excel as listed at http://bit.ly/PowerPivotMyExcel, or you may download a trial of Office that includes PowerPivot from http://bit.ly/ExcelTrial

    This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.

    Electronic material can be accessed one week prior to the course at https://pdlms.cpaontario.ca/ and should be downloaded in advance.

    Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies ca