K2’s Excel Tips – Today’s Best Features

Computer Software and Applications
2 CPE Credits

Course Code

25c-exltips

Delivery Methods

In-Person, Webinar

Course Type

Live

Level

Intermediate

Length

100 Minutes

Topics
Learning Objectives
Description
Compliance

Major Topics

New features and functions in Excel
How to improve efficiency and effectiveness when working in Excel
Taking advantage of Copilot integration with Excel
Better ways of creating and working with formulas

Learning Objectives

List examples of key new features in Excel and how and why business professionals can take advantage of these tools
Identify use cases for Excel’s PIVOTBY and GROUPBY functions
Specify how Office Scripts differ from traditional Excel macros
Cite examples of using Copilot in conjunction with Excel
List examples of new opportunities to collaborate with others using Excel

Description

Wow! So many new Excel features and so little time! Microsoft continues to add tremendous functionality to Excel – the business professional’s tool of choice. Yet most Excel users have not discovered these new tools and remain mired in yesterday’s practices for working in Excel. In this session, you will learn how to use many of Excel’s latest features to work more efficiently and effectively with your spreadsheets.

Participate in this session to learn about recently released features such as PIVOTBY, GROUPBY, Office Scripts, integration with Copilot, new ways to share and collaborate in Excel, and data entry and formula improvements. If you work with Excel – and who doesn’t – this session is necessary to help you improve your efficiency and effectiveness when using Excel.

Compliance Information

Intended Audience Update this attribute value to the course desired audience. Advanced Preparation None Field of Study Computer Software and Applications Credits 2 Credits Published Date January 1, 2025 Revision Date

Overview

Course Details

Major Topics

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
How to use “legacy” features and functions such as AGGREGATE
Creating effective forecasts in Excel

Learning Objectives

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

Compliance Information

Intended Audience — Business professionals who work with Excel and want to extend their knowledge of advanced features and functions to become more accurate, effective, and efficient with spreadsheets

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 4 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date – September 24, 2025

Course Authors

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