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Master Excel 365 New Functions and Features

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Date(s): Aug 08, 2024
Time: 8:00AM - 3:30PM
Registration Fee: $119.00
Cancellation Date: Aug 01, 2024
Location: Barbara Jordan Building Room 2.041
Local Hotels:

Course Description

Maybe you are new to Office 365 or have been using it a while and are ready to learn some of the new features and functions in the software. If so, this class is for you. Unleash the power of Office 365 and discover new features and functions that will help you in your everyday work. This class is designed for the intermediate to advanced Excel user that wants to expand their knowledge of newer Excel Functions and new features.

You must bring your own laptop with Office 365 to be able to follow along with the examples in this class. Student laptops will not be available.

Potential CPE Credits: 7.0
Technical Hours: This class meets 7.0 CPE credits of technical training in compliance with Texas Admin. Code Rule 523.102.

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

Course Objectives

Upon completion of this course, participants will be aware of the new features and functions available to Office 365 users and will be able to implement many of the topics in the class right away in their worksheets.  They can reference the book and class files to become more proficient in using these new features.


  • Try some of the new features in Office 365 that will help you increase your productivity and efficiency:

  • Unhide Multiple Worksheets at one time.

  • Review the Workbook Statistics.

  • Use the Navigation Pane.

  • Insert Data using a picture.


Auditor, accountants, and other Excel users often need to search, sort and filter data sets. They also need to remove or retrieve data from large data sets.  Learning Lookup and Reference functions is the key to working with arrays of data.

  • What is an Array?

  • Understand how the many new 365 Functions will “spill” and how to work with a range of data that is a spill.

  • How to use a Hashtag (#) to reference a spill.

  • SORT - Sorts the contents of a range or array.

  • SORTBY - Sorts the contents of a range or array based on the values in a corresponding range or array.

  • FILTER - Filters a range of data based on criteria you define.

  • UNIQUE - Returns a list of unique values in a list or range.

  • DROP - Excludes a specified number of rows or columns from the start or end of an array.

  • TAKE - Returns a specified number of contiguous rows or columns from the start or end of an array,

  • TOCOL - Returns the array in a single column.

  • TOROW - Returns the array in a single row.

  • XLOOKUP - Searches a range or an array and returns an item corresponding to the first match it finds. If a match doesn't exist, then XLOOKUP can return the closest (approximate) match.

  • TRANSPOSE - Returns the transpose of an array.


  • The Excel Math & Trig functions perform many of the common mathematical calculations.  The new LET function can be used to define a name or variable and use it in a formula. These functions many have some real value to Auditors and Accountants.

  • SEQUENCE – How to use the Sequence Function instead of filling a series.


  • LET - Assigns names to calculation results.



Older Excel functions like concatenate, left, right and mid allowed us to parse or join text.  Now Excel adds more functions to the function library that will allow us even more flexibility when working with text.

  • TEXTAFTER - Returns text that occurs after a given character or string.

  • TEXTBEFORE - Returns text that occurs before a given character or string,

  • TEXTJOIN - Combines the text from multiple ranges and/or strings,

  • TEXTSPLIT- Splits text strings by using column and row delimiters.


Excel Level 1 or equivalent


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.

A self-service vending area with beverages and snacks can be found on the first floor of our building next to the DPS office. 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

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