August 28, 2019


Embassy Suites Huntsville
800 Monroe St SW, Huntsville, Madison County, Alabama 35801-5576

8 Total CPE Credits


K2's Advanced Excel

  • Instructor

    Brian Tankersley

Learning Objectives

  • Upon completing this course, you should 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
  • Create 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
  • Import and link data into Excel from external sources - including text, Access, and SQL Server - 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

Major Topics

  • Securing and collaborating
  • Analyzing and reporting with Tables and Data Models
  • Importing, linking, integrating, and manipulating data
  • Creating and auditing complex formulas
  • Analyzing data using advanced tools
  • Creating visualizations for communicating and analyzing data

CPE Credits Available

Total CPE
Accounting & Auditing

Embassy Suites Huntsville

800 Monroe St SW, Huntsville, Madison County, Alabama 35801-5576

Get Directions

Things to Know About This Course

Course Level

  • Advanced

Professional Area of Focus

  • Software


Experienced Excel user

Advanced Preparation


Intended Audience

Business professionals who work with Excel 2007 or newer and want to extend their knowledge with advanced features and functions


K2 Enterprises

This event has ended.