K2's Advanced Excel

K2's Advanced Excel

Course Information

8

CPE Credits

8-Hour Course
Accounting (4 Credits)
Computer Software and Applications (4 Credits)

Experienced in Excel

Prerequisites

Advanced

Program Level

No

Preparation

Shop Our Course

Course Information

8

CPE Credits

8-Hour Course
Accounting (4 Credits)
Computer Software and Applications (4 Credits)

Experienced in Excel

Prerequisites

Advanced

Program Level

No

Preparation

Shop Our Course

Major Topics

Small businesses have unique and specific technology needs, including those around remote access. Whether team members need remote access to desktops, data, voice services, instant messaging, or Cloud-based services, sometimes the list of available options can be overwhelming!

In this course, you will learn about practical solutions for facilitating remote access in small businesses. Among other items, included in this program is a detailed review of various solutions to provide remote access to a desktop, how to work securely from remote locations, key considerations when selecting Cloud-based solutions, and how to facilitate communication and collaboration in remote environments.

K2-Remote-Access-Small-Businesses-Skills-Header

Course Description

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. This session draws from over twenty-five years of experience in delivering Excel training to accountants and other business professionals. As a result, you will find the content of this session to be both timely and relevant.

advanced-excel-skills-header

By participating this session, you'll learn critical advanced excel skills in 6 key areas:

  • How to collaborate with others and secure your workbooks
  • Using tables to analyze and report data
  • Working with data from external sources
  • The best ways to create and audit complex formulas
  • Advanced data analysis tools
  • Visualization techniques to analyze and communicate information

Additionally, throughout the program, relevant, real-world examples are used to reinforce the major topics presented. Therefore, you should make plans now to attend K2’s Advanced Excel for the opportunity to become more efficient and proficient in Excel. Notably, this course covers advanced Excel topics found in Excel 2007 and newer.

Learning Objectives

Upon completing this course, you should be able to:

  • Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
  • Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
  • Import and link data into Excel from external sources – including text, Access, and SQL Server – and use advanced tools, such as Power Query and various cleanup tools to manipulate the data to meet specific needs
  • Use advanced functions, such as SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR to create and audit complex formulas
  • Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
  • Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information
Shop Our Course
advanced-excel-learning-objectives-header

Who is the course for?

Business professionals who work with Excel 2007 or newer and want to extend their knowledge with advanced features and functions.

Instructional Delivery Method

Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files. Program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.

Click here to return to seminar listing
Click here to return
to seminar listing

What People are Saying

"Very effective presentation – great material & reference book.”
man-profile
D.M.CPA, PA
“The most enjoyable and productive course I have ever taken to improve my technology and productivity skills.”
woman-profile
M.G.CPA, NH
Previous
Next

More Courses

Looking for Other Excel-Focused Learning Options?
Consider the Following Seminars Available from K2 Enterprises

K2's Budgeting and Forecasting Tools and Techniques

Learn how to achieve a greater return on your budgeting and forecasting investment by taking advantage of various tools and techniques available in today’s market.

K2's Budgeting and Forecasting Tools and Techniques

8 CPE Credits:
Accounting (4 Credits)
Computer Software and Applications (4 Credits)
View Course

K2’s Excel Best Practices

Gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets.

K2’s Excel Best Practices

8 CPE Credits:
Computer Software and Applications (8 Credits)
View Course

K2's Excel Boot Camp

Learn various techniques for enhancing not only your efficiency but also your effectiveness when working with Excel.

K2's Excel Boot Camp

16 CPE Credits:
Computer Software and Applications (16 Credits)
View Course

K2’s Excel Charting and Visualizations

Learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting.

K2’s Excel Charting and Visualizations

4 CPE Credits:
Computer Software and Applications (4 Credits)
View Course

K2’s Excel Essentials for Staff Accountants

This session will help staff accountants gain the essential skills they need to maximize their efficiency and accuracy when working with Excel.

K2’s Excel Essentials for Staff Accountants

8 CPE Credits:
Computer Software and Applications (8 Credits)
View Course

K2’s Excel PivotTables for Accountants

Learn how to build PivotTables, how to group data inside PivotTables, and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques.

K2’s Excel PivotTables for Accountants

8 CPE Credits:
Accounting (4 Credits)
Computer Software and Applications (4 Credits)
View Course

K2’s Excel Tips, Tricks, and Techniques for Accountants

Excel is the accountant’s tool of choice for analyzing and reporting financial data. Learn countless ways to improve your utilization of Excel.

K2’s Excel Tips, Tricks, and Techniques for Accountants

8 CPE Credits:
Accounting (4 Credits)
Computer Software and Applications (4 Credits)
View Course

K2’s Introduction to Excel Macros

Learn how to use Excel’s Macro Recorder to write simple, yet effective, macros; how to secure and share macros with other Excel users, how to create user-defined functions to solve specific accountant-centric problems in Excel, and many more.

K2’s Introduction to Excel Macros

4 CPE Credits:
Computer Software and Applications (4 Credits)
View Course

K2’s Mastering Advanced Excel Functions

Learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY, advanced financial functions such as IPMT and PPMT, and many more.

K2’s Mastering Advanced Excel Functions

4 CPE Credits:
Computer Software and Applications (4 Credits)
View Course

K2’s Next Generation Excel Reporting

Learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting.

K2’s Next Generation Excel Reporting

8 CPE Credits:
Accounting (8 Credits)
View Course

K2’s Testing and Auditing Excel Workbooks

Learn how to apply best practices to reduce the error rate in workbooks that you and others on your team create and edit. Also, learn how to take advantage of add-ins for Excel that can programmatically scan and audit your spreadsheets to identify potentially disastrous errors while there is still time to correct them.

K2’s Testing and Auditing Excel Workbooks

4 CPE Credits:
Information Technology (4 Credits)
View Course
Facebook
Twitter
LinkedIn