Skip to main content

Intermediate/Advanced Excel Features Beneficial for Auditors & Accountants

Back to Course Schedule
Date(s): Jun 10, 2024 - Jun 11, 2024
Time: 8:00AM - 3:30PM
Registration Fee: $229.00
Cancellation Date: Jun 03, 2024
City: Austin
Local Hotels:
Parking Info:

Parking for SAO, Professional Development courses is in Garage B (1511 San Jacinto Blvd.). The Garage signage may read 1511 San Jacinto or Garage B. The elevator in Garage B is not reliable. If you are unable to walk the stairs, please contact the for alternate parking arrangements. Handicapped parking is free at the meters around the downtown area.

A course coordinator will Email you a parking permit prior to the course start date. A permit must be displayed or you will be ticketed.

Course Description

This class is continually updated to include many of the new Excel features that have been added in recent years. Microsoft has added many new features to Excel that are especially helpful to accountants and auditors.  This class is an “Excel buffet” that covers a large variety of the most popular capabilities of the Excel program and many of the new features that have been introduced in the recent software upgrades.  The curriculum will explain how to accomplish a task using Excel 2013, 2016, 2019 and Office 365.  Regardless of your version, this class will benefit you. 

In this course you will learn how to work with formulas such as IF, IFS, VLOOKUP, XLOOKUP, COUNT, CONCATENATE, TEXTJOIN and more. You will learn how to use absolute addressing and range names in more complicated formulas.  The class looks at Excel’s data tools features such as sorting, advanced sorting and filters.  We will dive more deeply into the importance of using Table with PivotTables.  You will learn to work with multiple sheet workbooks and create linking formulas.  This class is loaded with shortcuts that will help you be more productive when using Excel.

Potential CPE Credits: 14.0
Technical Hours: This class meets 14.0 CPE credits of technical training in compliance with Texas Admin. Code Rule 523.102.

Instruction Type: Live
Experience Level: ADVANCED
Category: Computer Software and Applications

Course Objectives

Upon completion of this course, participants will be able to:

  • Build more advanced formulas and use Excel’s data features such as sorting, filters, tables and PivotTables. You will also understand how to create and modify charts and learn shortcuts that will improve your efficiency when using Excel.

Course Outline:

Formula Basics and Absolute References

  • Review Basic Formulas

  • Work with Relative and Absolute References

  • Use Formula Auditing Tools

  • Work with Shortcuts and Common Keystrokes

Advanced Formulas

  • Identify Comparison Operators and Parts of a Function

  • Use Auto-Calculate

  • Create Subtotals and Grand Totals

  • Work with Order of Calculation

  • Learn how to use COUNT, COUNTA AND COUNTIF

  • Learn the IF and IFS Function; Nest IF Functions

  • Understand Named Ranges

  • Learn the VLOOKUP Function; Discuss XLOOKUP and HLOOKUP

  • Work with text functions like CONCATENATE, LEFT, and RIGHT

  • Look at NEW functions like CONCAT and TEXTJOIN

  • Learn how to change the case of text with UPPER, LOWER and PROPER

  • Use the Text-to-Columns feature

  • Look at the new Flash Fill feature

  • Use Paste Special

  • Protect your formulas

  • Password protect formulas and files

  • Work with Date Functions like TODAY, NOW, WEEKDAY, WORKDAY and DATEDIF

Working with Multiple Sheets and Links

  • Learn Excel’s sheet options

  • Learn to quickly navigate sheets

  • Learn to Copy and Insert sheets

  • Rename and Color sheet tabs

  • Group sheets and work with all sheets simultaneously

  • Ungroup sheets

  • Move sheets within the workbook and to new workbooks

  • Create three-dimensional references

  • View multiple sheets at the same time

  • Link workbooks and manage the links

  • Use Comments

  • Freeze Rows and Columns

  • Learn to Split Views

Excel’s Database Features

  • Setup your spreadsheet correctly

  • Learn to Sort alphabetically, numerically, chronologically, by colors, by icons and by custom list.

  • Use Data Subtotals

  • Learn various ways to Filter data

  • Create Tables and Understand their benefits

  • Create and Modify PivotTables

  • Work with PivotTable Timelines and Slicers

  • Learn to modify the Design of your PivotTable

  • Work with Recommended PivotTables

Additional Excel Features

  • Modify the Quick Access Toolbar

  • Customize the Status bar

  • Learn the benefit of using Styles

  • Work with Conditional Formatting

  • Modify the Ribbon


Know Excel basic functions, formatting, and navigating the spreadsheet.


Darla Cloud

Darla Cloud has been teaching computer classes for over 27 years. She has earned the various Microsoft Office certifications acknowledging her expertise in Microsoft products. Darla is also a Certified Public Accountant and a Certified Technical Trainer. In addition to Darla’s years of teaching, she has over seven years of accounting experience. Darla’s accounting experience and love of teaching help make her an excellent trainer. She has spent years learning tips, tricks and shortcuts that she will pass on during her classes.

Additional Information

TAC Rule 523.142(g) requires the CPE Sponsor to monitor individual attendance and assign the correct number of CPE credits. Participants will be asked to document their time of arrival and departure in compliance with this Rule. Additionally, attendance will be monitored throughout the day and CPE certificates will reflect actual attendance of each participant.

If you are making travel plans to come to Austin, we recommend making "refundable" air and hotel reservations or waiting until 14 days before the class to actually book your reservations. Courses are occasionally canceled or rescheduled due to low enrollment. We determine whether a course has enough participants 16 days prior to the course date. If we cancel or reschedule, we will email the participant and his or her billing contact no later than 14 days before the original class date.

Vending machines with Coca-Cola products and various snack items are available. There is also a refrigerator and microwave in our coffee bar area. Feel free to bring in your own drinks and food if you prefer.

You might want to bring a light sweater or jacket, as room temperatures vary.

To see answers to our Frequently Asked Questions, visit

Back to Course Schedule