Extreme Microsoft® Excel: Functions and Features for the Power User

Course Description:

This advanced-level course is designed for Excel power users who want to maximize their command of functions, formulas, and data analysis tools to drive high-level business insights. Participants will dive deep into a broad spectrum of Excel’s most powerful function categories—including Math & Trig, Date & Time, Text, Lookup & Reference, Statistical, Financial, Logical, and Information.

Through hands-on exercises and real-world examples, attendees will construct complex profitability formulas and apply advanced tools that support strategic decision-making and financial analysis. This course is ideal for finance professionals, analysts, and other Excel-savvy users seeking to sharpen their skills and leverage Excel’s full potential.

Course Highlights:

Key Functions Covered:

• Statistical & Logical: FORECAST, AVERAGE, COUNT, COUNTBLANK, RANK, SUMIF, SUMIFS, ROUND, INT, ISTEXT, ISNUMBER

• Lookup & Reference: VLOOKUP, LOOKUP, INDEX, MATCH

• Financial: PMT, FV, PV, IPMT, PPMT, CUMIPMT, CUMPRINC

• Text: CONCATENATE, LEFT, RIGHT, MID, SUBSTITUTE, LEN, UPPER, LOWER, VALUE, TRIM

• Date & Time: DATE and related functions

Business Metrics & Ratios:

• Current Ratio

• Net Working Capital

• Return on Assets (ROA)

• Profit Margin

• Earnings Per Share (EPS)

• Debt to Equity Ratio

• Asset Turnover Ratio

• Price to Earnings (P/E) Ratio

Advanced Tools & Features:

• Custom Charting: Column Charts, 3D-Column, 3D-Pie, Combination Bar & Line Charts with Secondary Axes, Pie of Pie

• Data Tools: Data Validation, Go To Special, Paste Special, Text to Columns, Remove Duplicates

Knowledge Source Inc. 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.