Advanced Data Magic with Excel
Registration Closed
9:00 AM - 4:30 PM
BMO Institute for Learning,
3550 Pharmacy Avenue,
Markham/Scarborough, Ontario, M1W 3Z3
Who can attend
Personal Passport Price $280.00
Organization Passport Price $330.00
Member Price $420.00
Student Price $420.00
Public Price $520.00
CPD hours
Event type
Event description
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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.


  • 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


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.

Special instructions
  • This seminar requires an intermediate level of Excel knowledge.
  • Note that users of Excel 2007 and Office 2016 for Mac will be able to complete all of the topics covered in the course, with the exception of the fifty minutes on PowerPivot.
  • The seminar is “laptop friendly”, so feel free to bring your laptop equipped with Excel 2007 or higher so you can follow along with the instructor. The Power Pivot material requires Excel Professional Plus 2013 or 2016 for Windows.
  • This course will be taught in Windows Excel 2016. Reference will be made to the differences between Windows Excel 2016 and Excel 2013, 2010 and 2007.

Hard copy seminar material is NOT provided at seminars. More information can be found here..

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

Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.

Speaker 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.