July 29, 2026


Live Webcast


8 CPE Credits

K2's Advanced Excel

July 29, 2026
Live Webcast
8 CPE Credits

K2's Advanced Excel

  • 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

Data queries

 Creating effective visualizations C

ollaboration and security techniques

 Tables, data models, and PivotTables 

Advanced formula

CPE Credits Available

8 CPE Credits
8
Accounting

Things to Know About This Course

Course Level

  • Advanced

Prerequisites

Experienced Excel user

Advanced Preparation

None

Intended Audience

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

Provider

K2 Enterprises

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