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The WSCPA will be closing early at 2:00pm on Friday, May 23 and remain closed through Monday, May 26 in observance of Memorial Day.

Dynamic Array Formulas and Other New Functions FLEXCAST

Available Until

Your Desk

1.0 Credits

Member Price $98.00

Non-Member Price $113.00

Overview

This course overviews some new features and functions that Microsoft offers in Excel 2019 and/or Microsoft 365. 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.

Highlights

Overview of new functions. Dynamic arrays. XLOOKUP. Overview of text functions.

Prerequisites

None.

Designed For

CPAs and other accounting, financial, and business professionals who want to extend their knowledge with Excel.

Objectives

Define an array. Recognize how a dynamic array works. Recognize new Excel functions and how to use them.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.

Leader(s):

Leader Bios

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.

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Non-Member Price $113.00

Member Price $98.00