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

  • PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
  • Formatting PivotTables
  • Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
  • Analytical techniques available in PivotTables

  1. Identify the six main elements of a PivotTable report and their use when creating PivotTables
  2. Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  3. Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
  4. Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
  5. Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
  6. Analyze data in PivotTables using tools and techniques, such as sorting, filtering, and Excel’s GETPIVOTDATA function
  7. Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact

Intended Audience — Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

Advanced Preparation — None

Field of Study — Accounting, Computer Software and Applications

Credits — 8 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

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