K2's Mastering Advanced Excel Functions - Virtual Experience

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  • Date/Time
    • Jun 27, 2024
    • Sign In: 11:30am (MT)
    • Program: 12:00pm - 3:30pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / K2 Webinar, ID 00000
  • Credits
    • 4.00
  • Credit Type(s)
    • Computer Software & Applications (Technical) (4.00)
  • Prerequisites
    • Fundamental knowledge of Excel 2019 and newer

  • Vendor
    • K2 Enterprises
  • Level
    • Advanced
  • Fields of Study
    • Information Technology
  • Message
    • Virtual Experience


With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel's more advanced features - some new and some legacy - to elevate your productivity to higher levels.

In this session, you will learn about many of Excel's newer tools, including  XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE.  Additionally, you will 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.  No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.

Designed For

  • 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


  • Are you ready to move past Excel's simple functions, such as SUM? If so, participate in this session to learn about many of Excel's advanced functions, including XLOOKUP, SUMIFS, and SWITCH. You'll also learn about the revolutionary Dynamic Arrays feature.
  • List examples of best practices for constructing formulas in Excel spreadsheets
  • Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH,
  • 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


  • Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
  • How to use "legacy" features and functions such as AGGREGATE
  • Creating effective forecasts in Excel

Advanced Prep

  • None

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Brian Tankersley

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005.

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