Modern Excel Crash Course (3 CPE)

Course Description

Transform the way you work in Excel. In this hands-on crash course, you’ll learn how to clean, manage, and analyze data using the newest Excel tools — Tables, Dynamic Array functions, Power Query, and AI-powered Copilot. Each lesson builds practical, real-world skills you can apply immediately to boost accuracy and efficiency. Designed for busy professionals, the course blends short videos, guided exercises, and clear explanations that make learning fast and enjoyable. Move beyond manual work, and discover what’s truly possible with Modern Excel.

 

Topics Covered

Lesson 1: Intro to Next-Gen functions

  • Dynamic arrays
  • Spill ranges
  • XLOOKUP
  • LET
  • FILTER
  • SEQUENCE
  • Spill reference operator

Lesson 2: Intro to Data Management

  • Tables
  • Auto-expansion
  • Structured column references

Lesson 3: Intro to Analysis

  • Power Query to get and transform data
  • PivotTables to summarize data
  • Slicers
  • Timelines
  • Pivot Charts to visualize data

Lesson 4: Intro to AI Integration

  • COPILOT function to use ai in the grid
  • Agent mode to write formulas and draft worksheets
  • Copilot chat for conversational ai assistance inside Excel

 

Learning Objectives

  • Distinguish between legacy and modern Excel capabilities that streamline analysis and reporting workflows.
  • Recognize how automation features such as Tables, Power Query, and Dynamic Arrays improve data accuracy and reduce manual work.
  • State how integrated AI tools, including the Copilot function, Copilot Chat, and Agent Mode, extend Excel’s analytical and creative potential.

Additional Information

  • Instructor: Jeff Lenning CPA
  • Recommended CPE: 3
  • Program level: Basic
  • Prerequisites: None
  • Advance preparation needed: None.
  • Recommended software: Excel 365 for Windows (copilot license and latest updates applied if you want to complete the hands-on exercises)
  • Delivery method: QAS Self-Study
  • Refund policy: full refund within 30 days or until you earn CPE
  • Expiration date: One year
  • Field of Study: Computer Software & Applications
  • Registration: To register, click the Buy Now button and complete the checkout process
  • Complaint Resolution: jeff@excel-university.com or 949-200-7688
  • Access begins: Immediately

 

Excel University, 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 the 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
Price: $29.00
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