On-Demand

2 CPE

Surgent's The 10 Must-Know Excel Features

On-Demand
2 CPE

This course is delivered as a recorded video. After completing all sessions, you must pass the final exam with a minimum score of 70% to receive credit.

Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of data validations and conditional formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit.

Learning Objectives

  • Select the most appropriate Excel functions and features for specific tasks, ensuring optimal efficiency and accuracy in data management and reporting across a range of business applications
  • Apply advanced Excel features like PivotTables and Array Formulas to streamline complex data analysis and enhance reporting accuracy in diverse professional contexts
  • Differentiate between the uses of custom sorting and slicers in Excel to enhance data presentation and facilitate more efficient data navigation and analysis

Major Topics

  • Using Excel tables for efficient data management, including sorting, filtering, and structured references, to manage  data more effectively
  • Using custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis
  • Using XLOOKUP for advanced data retrieval, allowing you to extract specific data from extensive datasets with ease
  • Using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations
  • Using SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting
  • Using array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations
  • Implementing data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records
  • Using slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data
  • Applying conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive
  • Introducing PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format

CPE Credits Available

2 CPE
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Technology

Prerequisites

A comprehensive working knowledge of Excel

Advanced Preparation

Download the handout and practice material prior to course

Intended Audience

Accounting professionals at all levels who have a basic understanding of Excel and are looking to advance their skills to streamline their accounting practices and financial analysis

Provider

Surgent CPE

Purchase This Course

  • COCPA Member

    $ 109 109
    Join

  • COCPA Non-Member

    $ 142 142
    Your Price

Please login to register.