September 24, 2025

Live Webcast

4 CPE

K2's Mastering Advanced Excel Functions

September 24, 2025
Live Webcast
4 CPE

K2's Mastering Advanced Excel Functions

  • Instructor

    Steve
    Yoss

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.

Learning Objectives

  • 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, 
  • and STOCKHISTORY
  • 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

Major Topics

  • 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

CPE Credits Available

4 CPE
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Fundamental knowledge of Excel 2019 and newer

Advanced Preparation

None

Intended Audience

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

Provider

K2 Enterprises

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