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Webinar

K2's Mastering Advanced Excel Functions

Thursday, June 26, 2025
1-4:30 p.m. Central
4 CPE (4 non-technical)

Course code: 25SR-P014
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Excel now offers approximately 500 functions, making it easy to overlook newer, more powerful tools. But, if you do that, your productivity will suffer. Learn to take advantage of many of Excel's more advanced features -- some new and some legacy -- to elevate your productivity to higher levels. Explore Excel's newer tools, including XLOOKUP, SUMIFS, SWITCH and STOCKHISTORY as well as advanced financial functions, such as IPMT and PPMT. Understand how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power and create more accurate forecasts with Excel's FORECAST.ETS function.

Major subjects

  • Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
  • "Legacy" features and functions such as AGGREGATE
  • Effective Excel forecasts

Learning objectives

  • Understand best practices for constructing formulas in Excel spreadsheets
  • Identify situations where 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

Who should take this program?

  • 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

Pricing

Standard Member Fee $220.00
checkmark Standard Nonmember Fee $270.00

MNCPA members save $50.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $270.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructor Stephen Yoss, CPA, MS
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (4.0)
Level Intermediate
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. Fundamental knowledge of Excel 2019 or newer
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

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