March 24, 2027


Vendor Webinar


8 CPE Credits

K2's Advanced Excel 26-27

K2's Advanced Excel 26-27

March 24, 2027
Vendor Webinar
8 CPE Credits

K2's Advanced Excel 26-27

K2's Advanced Excel 26-27

  • View Bio

    Instructor

    Tommy
    Stephens

    View Bio

Learning Objectives

• Formulate the best techniques to secure Excel data and collaborate with others efficiently
• Evaluate the usefulness of 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
• Assess Power Query’s capability to link and transform data from external data sources into Excel
• Formulate calculations that reference functions such as XLOOKUP, GROUPBY, PIVOTBY and others
• Evaluate worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
• Assess techniques used to create, manipulate, and customize charts for analyzing and communicating information

Major Topics

• Collaboration and security techniques
• Tables, data models, and PivotTables
• Advanced formulas
• Data queries
• Creating effective visualizations

CPE Credits Available

8 CPE Credits
4
Accounting
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Advanced

Prerequisites

Experienced Excel user

Provider

CalCPA California Society of CPAs

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