This course overviews some new features and functions that Microsoft offers in Excel 2019 and/or Microsoft 365. The eBook has an accompanying workbook that you can work through along with an answer sheet. The course introduces the concept of dynamic arrays and related formulas such as SORT(), SORTBY() and Filter(). XLOOKUP() is an update and is intended to effectively replace VLOOKUP(). XLOOKUP() is a must know function and totally improves all the problems of VLOOKUP(). UNIQUE() allows you to identify unique values in a range. The course also covers CONCAT() and TEXTJOIN() which are new text functions that Excel has introduced. CONCAT() is intended to replace the older CONCATENATE(). The course ends with a discussion of some other new functions including IFS(), SWITCH() and MINIFS(). NOTE: Please make sure that you have the proper Excel version or some or all of these functions will not be available to you. If you are not sure, go to Excel and try typing in an equal sign and then one of the new functions listed here. If the function does not start to display, then you probably do not have access to it. Even if you do not have access to the new functions the course is worthwhile as you can use it to determine if you should upgrade to a newer Excel version.
Overview of New Functions. Dynamic Arrays. XLOOKUP. Overview- Text Functions. SWITCH. THE PLURALS.
CPAs and other accounting, financial, and business professionals who want to extend their knowledge with Excel
Define an array. Recognize how a dynamic array works. Recognize new Excel functions and how to use them.
Patricia McCarthy, Western CPE
Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award.
She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona.
Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.
Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.
Non-Member Price $33.00
Member Price $29.00