K2's Excel Tips - Today's Best Features

Course Description

Wow! So many new Excel features and so little time! Microsoft continues to add tremendous functionality to Excel ? the business professional?s tool of choice. Yet most Excel users have not discovered these new tools and remain mired in yesterday?s practices for working in Excel. In this session, you will learn how to use many of Excel?s latest features to work more efficiently and effectively with your spreadsheets. Participate in this session to learn about recently released features such as PIVOTBY, GROUPBY, Office Scripts, integration with Copilot, new ways to share and collaborate in Excel, and data entry and formula improvements. If you work with Excel ? and who doesn?t ? this session is necessary to help you improve your efficiency and effectiveness when using Excel.

Major Topics

• New features and functions in Excel
• How to improve efficiency and effectiveness when working in Excel
• Taking advantage of Copilot integration with Excel
• Better ways of creating and working with formulas

Learning Objectives

Upon completing this course, you should be able to:

• List examples of key new features in Excel and how and why business professionals can take advantage of these tools
• Identify use cases for Excel?s PIVOTBY and GROUPBY functions
• Specify how Office Scripts differ from traditional Excel macros
• Cite examples of using Copilot in conjunction with Excel
• List examples of new opportunities to collaborate with others using Excel

Course Information

• CPD Credit: 2.0 hours Computer Software and Applications
• Prerequisites: Fundamental knowledge of Excel
• Program Level: Intermediate
• Advance Preparation: None
• Who Should Participate: Update this attribute value to the course desired audience.

Instructor

• Name: Tommy Stephens
• Hometown: Woodstock, GA
• Bio: Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.