Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
If you are an experienced Excel user seeking to elevate your skills, join the K2 team for Excel Beyond the Basics. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.
The content of this course draws from over twenty-five years of experience in delivering Excel training to accountants and other business professionals and throughout the program, relevant, real-world examples reinforce the major topics presented. You do not want to miss this opportunity to become more efficient and proficient in Microsoft Office Excel, the accounting and financial professional's tool of choice. This course covers advanced Excel topics found in Excel 2007 through Excel 2016.
Schedule
- June 25, 2025, 1:00 p.m. - 5:00 p.m.
- June 26, 2025, 1:00 p.m. - 5:00 p.m.
Key Takeaways
Upon completion of this course, you will 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.
- 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 Serve - 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.
Who Will Benefit
Business professionals who work with Excel 2007 or newer and want to extend their knowledge with advanced features and function.
Prerequisite(s)
- Participants will have access to sample data files.
- Participants should be an experienced Excel user.
- Group-live demo and discussion.
- We encourage you to bring your laptop equipped with Excel 2007 or newer.
- This course will be taught in Windows Excel 2016. Reference will be made to the differences between Excel 2016 and Excel 2013, 2010 and 2007.
How to Access the Course
This CPA Ontario course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
K2E Canada Inc, and its US partner K2 Enterprises is the pre-eminent provider of technology-focused continuing professional education to accountants and other professionals in Canada and the United States. We offer seminars on Excel, Word, PowerPoint, Outlook, Access, cloud computing, Adobe Acrobat, budgeting, business analytics, internal controls, paperless office, and other technology related topics.