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

  • Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment
  • How to use tools such as Teams, Planner, and Power Automate
  • Storing data in SharePoint Online and OneDrive for Business

  1. Identify relevant, Cloud-based components of the Microsoft 365/Office 365 subscription model
  2. Differentiate between OneDrive, OneDrive for Business, and SharePoint Online
  3. Cite examples of how Teams can improve productivity and enhance collaboration and communication
  4. List examples of other Cloud-based services available through a Microsoft 365/Office 365 subscription
  5. Specify situations in which tools such as Planner, Power Automate, Bookings, Stream, and Sway might enhance individual and organizational productivity, efficiency, and profitability

Intended Audience — CPAs and other business professionals who are seeking to leverage their Microsoft 365/Office 365 subscriptions by taking advantage of some of the Cloud-based features available in these environments

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 4 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

No items found