Self-Study On-Demand


2 CPE

Surgent's The 10 Must-Know Excel Features

Self-Study On-Demand
2 CPE

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 manageĀ  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

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

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