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New Excel Functions

  • Accountant
  • CPA (CA)
  • CFE
  • CPA/CITP
  • CPA (US)
  • CA - ICAEW
  • ORTP
  • Maryland Tax Prep.
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: August, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Learn about Dynamic Arrays
    2 mins
  • Use of Unique function
    10 mins
  • How to apply Filter function on the sheet
    28 mins
  • Learn about XLOOKUP, IFS and SWITCH
    39 mins
  • Using the New functions in Reports
    48 mins

Course Description

In the second half of 2020, Microsoft released a significant upgrade to the most used spreadsheet program in the world. Microsoft Excel now offers the ability to handle dynamic arrays – functions that return a range of results that update as the source data changes. In this CPE webinar for CPAs, we discuss the power of dynamic arrays and introduce the new functions.

This online webinar covers the below-mentioned functions:  

  • RANDARRAY- creating a table of random numbers or random dates
  • UNIQUE – identifying the distinct items in a list
  • SEQUENCE – listing numbers with a set interval
  • SORT and SORTBY – new ways of dynamically sorting data
  • FILTER – building the ability to filter data into formulae
  • XLOOKUP – replacing VLOOKUP with greater flexibility
  • IFS and SWITCH making it easier to construct IF statements
  • The new CONCAT, and TEXTJOIN text functions


If you have an earlier version of Microsoft Excel then these functions will not be available to you and this course might not be for you. But if you do have a subscription to Office365 – either personally or through your work – I think you will find this webinar extremely useful.


Click to access more webinars on Excel CPE Courses | SHRM - HRCI Courses

Learning Objectives

  • To familiarize with the new dynamic arrays feature in Microsoft Excel means
  • To discuss how the new RANDARRAY function works
  • To discuss how the new UNIQUE function works
  • To discuss how the new SEQUENCE function works
  • To discuss how the new SORT and SORTBY functions work
  • To discuss how the new FILTER function works
  • To discuss how the new XLOOKUP function can replace VLOOKUP
  • To discuss how the new SWITCH function works
  • To discuss how the new TEXTJOIN function can replace CONCATENATE and CONCAT

Recommended For

  • This online CPE webinar is recommended for CPAS and other professionals who would like to upgrade their excel knowledge and skills

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Certified Public Accountant (CPA)
  • Cloud Accountants
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Forensic Accountant
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Certified Information Technology Professionals (CITP)
  • 1 CPE Credit for Certified Fraud Examiner (CFE)
  • 1 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
  • 1 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Ross Maynard

Managing Director, Ideas2Action Process Excellence Ltd

My philosophy is to inspire, challenge and support change. I have nearly 30 years’ experience as a business author and consultant.

As a consultant, I specialise in process improvement based on the Lean philosophy. I facilitate improvement teams and provide expertise in performance measurement and management; problem solving; and process improvement. 

As well as delivering webinars for MyCPE, I develop courses and webinars for the ACCA (Association of Chartered Certified Accountants) in the UK and other specialist business and finance providers.

I live in Scotland, near Glasgow, with my wife, daughter and Cocker Spaniel.

About Company

Ideas2Action Process Excellence Ltd

www.ideas2action.co.uk/

Ideas into Action was founded in 1997 by Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants with over 20 years experience in organisational development with organisations of all sizes. The business is incorporated as Ideas2Action Process Excellence Ltd, registration number SC523801. We specialise in process analysis and improvement and lean finance, offering training, consultancy and facilitation of process improvement teams.

Ross is author of “Successful Business Growth” published by Hodder and Stoughton, in 1998; as well as many published articles on business improvement and lean management. Ross is an NLP Master Practitioner.

Faq

FAQs content

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