New functions in Excel 365 1 Day | 7 hours | $449 PLUS TAX

Dynamic Arrays are the most significant enhancement to Excel in years. Traditional array formulas (one formula, multiple results) have always been possible but they’re complicated and cumbersome to use, and usually require careful replication. New functions you will learn include: XLOOKUP, UNIQUE, FILTER, and SORT. Now, with Dynamic Arrays, formulas are simpler and easier to manage, and they usually require no replication at all. Dynamic Arrays are available to users of Excel 365 or later. Prerequisite: Knowledge of Excel 2 

Primary benefits of Dynamic Array formulas:

• » Shorter formulas; easier to use and understand; more efficient

• » Multiple results are returned to a “SPILL” range which is dynamic and will continually adjust to accommodate new or changed data

» Only one formula needs to be entered; no replication is necessary

Functions covered in this course

• SORT/SORTBY
• TEXTJOIN
• SWITCH
• XLOOKUP
• FILTER
• UNIQUE
• SEQUENCE
• RANDARRAY

You will benefit most from this course if you:

• » Are a good intermediate or advanced user of Excel

• » Do a lot of LOOKUPS, or DATA FILTERING

» Need your results to be dynamic, i.e. will automatically recognize new or changed data without having to manage multiple, complex formulas

Microsoft Excel – Pivot Tables 1 Day | 7 hours | $449 PLUS TAX

Pivot Tables – one of the most powerful features of Excel – allow large amounts of data to be summarized and analyzed with just a few mouse clicks, and without any formulas. You'll be able to drag and drop fields directly into a Pivot Table to change your report layout to whatever you want, whenever you want. This one-day workshop culminates in building a sophisticated, yet uncomplicated dashboard that communicates financial information with power and ease you never thought possible. Prerequisite: Knowledge of Excel 1 

You will become comfortable with:

» Preparing data for Pivot Table analysis
» Creating Pivot Tables
» Understanding the field list
» Using Pivot Table options like “Classic” layout
» Re-arranging your own layouts with quick Drag-n-Drop
» Changing field settings and formats
» Displaying your data as percentages
» Pivot Table column calculations
» Sorting; Custom grouping of rows
» Creating Drill-down/up Pivot Tables
» Cloning/copying Pivot Tables
» Creating/using/formatting Slicers and Timelines
» Connecting Slicers to multiple Pivot Tables
» Creating and formatting Pivot Charts
» Building and arranging Dashboards
» and more…

Excel – Financial Forecasting 1⁄2 Day | 3 hours | $349 PLUS TAX

Forecasting is a valuable tool in business planning. It allows you to reliably predict company performance, trends, etc. Forecasting applies to expenses as well as revenues, and can provide a clearer understanding of future profits and losses. Ultimately, business forecasting enables better decision-making. Historical data is analyzed to detect patterns which helps to predict future performance. Prerequisite: Excel Level 1 

Concepts such as linear and seasonal forecasting are reviewed with specific notes about budgeting, seasonality, and run rate. In class, we will analyze government data from 2019 across different industries. Charts are built to visualize the forecasts into the future.

Excel – Finance Functions 1⁄2 Day | 3 hours | $299 PLUS TAX

This course is especially beneficial to accountants, financial managers, and analysts. We explore: Prerequisite: Excel Level 1 

» determining monthly payments for a loan
» creating an amortization table for a mortgage
» computing present and future value for a series of payments or amounts
» calculating internal rate of return for cash flows
» calculating the number of months to pay off a loan
» calculating imputed interest rate
» building a 1- or 2-dimensional What-If table for financial terms such as payments, present value, etc.

Also, if you’re connected to the audit profession, Audit Data Analytics may be of particular value. ADAs can enhance the traditional sampling techniques used in audit examinations.

Excel – Custom Training 1–2 Days | 7–14 hours | $399/day PLUS TAX

When other Excel courses do not fit your needs, you can cherry-pick your own topics of interest and create a course agenda that meets your needs. If you want, we can help you plan exactly how you want to enhance your productivity with Excel. Custom Training courses have a very high satisfaction rating from our clients. Prerequisite: 

The way it works: Before the training date, each attendee receives a survey listing the primary topics from Excel 1, Excel 2, and Excel 3. They are asked to rank their preferred topics, and the results are compiled to produce a customized agenda. The training is delivered in sessions lasting one or two days, depending on the amount of material.

Sessions are private, with team members from just a single organization at a time. Usually, clients provide their own data for training and practice (our instructor is the only person outside your organization who sees it). We are happy to sign a Non Disclosure Agreement.

The course fees include up to 3 hours of prep time to create practical examples from your own data. Alternatively, if you’d rather not use your own data, materials from the standard course offerings will be used.