K2's Excel Tips - Today's Best Features

K2's Excel Tips - Today's Best Features

K2’s Excel Tips – Today’s Best Features

Computer Software and Applications
2 CPE Credits
Course - K2's Excel Tips - Today's Best Features
25c-exltips
In-Person, Webinar
Live
Intermediate
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

  1. List examples of key new features in Excel and how and why business professionals can take advantage of these tools
  2. Identify use cases for Excel’s PIVOTBY and GROUPBY functions
  3. Specify how Office Scripts differ from traditional Excel macros
  4. Cite examples of using Copilot in conjunction with Excel
  5. 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

Update this attribute value to the course desired audience. None Computer Software and Applications 2 Credits January 1, 2025
Topics

Overview

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.

Course Details

  • AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries
  • Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations
  • Optimal technology stacks to enhance firm productivity, efficiency, and profitability
  • Cybersecurity advancements. Proactive approaches to safeguarding client and firm data
  • Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics

  1. Understand supplier and market changes impacting the profession
  2. Compare and assess software solutions for various service lines and specialties
  3. Explore emerging technologies that enhance efficiency and deliver competitive advantages
  4. Select the most suitable technology stack for your firm’s long-term success

Intended Audience — This course is indispensable for partners, managers, and IT professionals in CPA firms responsible for adopting and managing innovative applications and strategies

Advanced Preparation — None

Field of Study — Accounting

Credits — 2 Credits

IRS Program Number –

Published Date – January 1, 2025

Revision Date –

Course Authors

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