EVENT DESCRIPTION

This newly revised course has shifted online into two, half-day, live, instructor-led sessions. We recognize that online learning a vastly different experience from an in-person seminar and our instructors have adapted the interactive sessions to include regularly scheduled breaks and digital breakout rooms for group discussions. Our goal is to make your experience more convenient as we navigate the new reality of virtual learning.

SCHEDULE

  • Monday, Jan 18, 8:30am - 12:30pm
  • Tuesday, Jan 19, 8:30am - 12:30pm
  • If you are an experienced Excel user seeking to elevate your skills, join the K2 team for Excel Beyond the Basics. 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 content of this course draws from over twenty-five years of experience in delivering Excel training to accountants and other business professionals and throughout the program, relevant, real-world examples reinforce the major topics presented. You do not want to miss this opportunity to become more efficient and proficient in Microsoft Office Excel, the accounting and financial professional’s tool of choice. This course covers advanced Excel topics found in Excel 2007 through Excel 2016.

    LEARNING OBJECTIVES:

    • 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, VLOOKUP, HLOOKUP, 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.

    WHO WILL BENEFIT

    Business professionals who work with Excel 2007 or newer and want to extend their knowledge with advanced features and function.