BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.17.4.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://sc.cpa X-WR-CALDESC:Events for South Carolina Association of CPAs REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Detroit BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20280312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20281105T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261009T130000 DTEND;TZID=America/Detroit:20261009T135000 DTSTAMP:20260807T053634Z CREATED:20260807T053634Z LAST-MODIFIED:20260807T053634Z UID:10007382-1791550800-1791553800@sc.cpa SUMMARY:(LITE23/27) Mastering XLOOKUP: Modern Lookup Techniques in Excel DESCRIPTION:Event Description\nXLOOKUP has become Excel’s premier lookup function\, replacing many of the limitations of VLOOKUP and HLOOKUP while introducing capabilities that were previously difficult or impossible to achieve. In this practical session\, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates how to use XLOOKUP confidently to retrieve information\, solve common lookup challenges\, and build more reliable spreadsheets. \nYou’ll learn how to choose the appropriate match mode\, replace older lookup functions\, look up values in any direction\, perform approximate and multi-criteria lookups\, and troubleshoot common errors. Throughout the session\, David explains not only how each technique works\, but also when it provides the greatest advantage in real-world accounting and business scenarios. \nTopics covered:• Understanding XLOOKUP’s match modes and replacing older lookup functions. • Looking up values to the left\, horizontally\, and by approximate or partial matches. • Performing multi-criteria lookups and handling common lookup errors. • Using XLOOKUP in Excel Tables and returning multiple values with a single formula. • Choosing modern lookup techniques that simplify spreadsheet design and maintenance.  \nObjectives\n• Identify the advantages of XLOOKUP over older Excel lookup functions. • Apply different XLOOKUP match modes to solve common lookup scenarios. • Build lookup formulas that return one or more related values. • Troubleshoot and refine XLOOKUP formulas for more reliable results. URL:https://sc.cpa/event/lite23-27-mastering-xlookup-modern-lookup-techniques-in-excel/ CATEGORIES:Livestream ORGANIZER;CN="David Ringstrom":MAILTO:ask@davidringstrom.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20261113T130000 DTEND;TZID=America/Detroit:20261113T135000 DTSTAMP:20260807T045218Z CREATED:20260807T045218Z LAST-MODIFIED:20260807T045218Z UID:10007332-1794574800-1794577800@sc.cpa SUMMARY:(LITE24/27) Building Better PivotTables in Excel DESCRIPTION:Event Description\nPivotTables are among Excel’s most powerful reporting tools\, but small setup and design choices can determine whether the results are useful\, confusing\, or incomplete. In this practical session\, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates how to build PivotTables that summarize detailed data clearly\, adapt to changing questions\, and remain accurate as source data evolves. \nYou’ll learn how to identify data that is suitable for PivotTable analysis\, create and arrange a basic PivotTable\, add fields to reveal different perspectives\, and focus reports with filters and slicers. David also explains how to refresh PivotTables when source data changes and how to audit the results so that attractive summaries do not conceal missing or incomplete information. \nRather than treating PivotTables as a one-click reporting feature\, this session shows how to move from raw data to a flexible\, trustworthy summary that you can confidently use in accounting and financial reporting workflows. \nTopics covered• Identifying source data that is properly structured for PivotTable analysis.• Creating a PivotTable from a data range.• Arranging fields to build a useful summary.• Adding columns to compare information across categories or periods.• Filtering PivotTable results and using slicers for visual report control.• Refreshing PivotTables when source data changes.• Auditing PivotTables to identify omitted or incomplete source data. \n  \n  \nObjectives\n• Identify characteristics of data that is suitable for PivotTable analysis.• Create and arrange a PivotTable to summarize detailed records.• Apply filters and slicers to focus PivotTable reports.• Refresh and audit PivotTables to maintain accurate results. URL:https://sc.cpa/event/lite24-27-building-better-pivottables-in-excel/ CATEGORIES:Livestream ORGANIZER;CN="David Ringstrom":MAILTO:ask@davidringstrom.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T234317Z CREATED:20260806T234316Z LAST-MODIFIED:20260806T234317Z UID:10006624-1814356800-1814356800@sc.cpa SUMMARY:(SSTE151/27) Surgent's The 10 Must-Know Excel Features DESCRIPTION:Event Description\nTransform your Excel skills with our comprehensive training program\, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP\, to the nuances of data validations and conditional formatting\, this course offers a deep dive into Excel’s most impactful features. Whether you’re streamlining complex data sets\, enhancing your reporting skills\, or just looking to boost your productivity\, this session provides the insights and techniques you need to leverage Excel to its fullest potential\, making it an indispensable tool in your professional or personal toolkit. \nDesigned For\nAccounting professionals at all levels who have a basic understanding of Excel and are looking to advance their skills to streamline their accounting practices and financial analysis \nObjectives\n\nSelect the most appropriate Excel functions and features for specific tasks\, ensuring optimal efficiency and accuracy in data management and reporting across a range of business applications\n Apply advanced Excel features like PivotTables and Array Formulas to streamline complex data analysis and enhance reporting accuracy in diverse professional contexts\n Differentiate between the uses of custom sorting and slicers in Excel to enhance data presentation and facilitate more efficient data navigation and analysis\n\nMajor Subjects\nUsing Excel tables for efficient data management\, including sorting\, filtering\, and structured references\, to manage; data more effectively Using custom sorting options to organize data in a way that best suits your needs\, enhancing data readability and analysis Using XLOOKUP for advanced data retrieval\, allowing you to extract specific data from extensive datasets with ease Using the SUBTOTAL function\, a versatile tool for calculating data in visible cells\, ideal for analyses that require dynamic calculations Using SUMIF and SUMIFS functions for conditional summing\, crucial for precise budgeting\, expense tracking\, and financial reporting Using array formulas to perform multiple calculations on one or more items in an array\, enhancing the efficiency of complex accounting computations Implementing data validations to ensure data integrity and prevent errors in financial data entry\, a critical skill for maintaining accurate accounting records Using slicers for interactive data segmentation in tables and PivotTables\, enabling accountants to quickly filter and analyze specific subsets of financial data Applying conditional formatting to highlight critical financial data points\, trends\, and variances\, making data analysis and interpretation more intuitive Introducing PivotTables\, one of the most powerful Excel features\, for summarizing\, analyzing\, and presenting large sets of financial data in a digestible format \nInstructions\nDownload the handout and practice material prior to course URL:https://sc.cpa/event/sste151-27-surgents-the-10-must-know-excel-features/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260806T235421Z CREATED:20260806T235421Z LAST-MODIFIED:20260806T235421Z UID:10006641-1814356800-1814356800@sc.cpa SUMMARY:(SSTE147/27) Surgent's Excel for Staff Level 2 – Getting More Out of Excel DESCRIPTION:Event Description\nExcel can do so many things\, but what are some of the features that can really help accountants take their Excel skills to the next level? This course is designed to explore them. To learn ALL the capabilities of Excel would take hundreds of hours of training\, so this 2-hour course is designed to give you a jump start on the most important features that you can immediately begin implementing in your spreadsheets. \nDesigned For\nAny Excel user that wants to take their spreadsheets to the next level \nObjectives\n\nIdentify the best practices for setting up spreadsheets for data analysis\n Apply the use of consistent column calculations to improve the accuracy of your spreadsheets\n Determine how to leverage array formulas\n\nMajor Subjects\nOverview of setting up spreadsheets for data analysis and how Excel tables can help Learning the importance of consistent column calculations How to use conditional formatting to highlight important information How to leverage Excel tables by analyzing them in PivotTables Learning to leverage array formulas \nInstructions\nNone URL:https://sc.cpa/event/sste147-27-surgents-excel-for-staff-level-2-getting-more-out-of-excel/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T000419Z CREATED:20260807T000419Z LAST-MODIFIED:20260807T000419Z UID:10006656-1814356800-1814356800@sc.cpa SUMMARY:(SSTE127/27) Surgent's Create Visuals in Power BI to Successfully Analyze Data DESCRIPTION:Event Description\nUnlock the full potential of your data with this cutting-edge course. Designed to span a focused\, four-hour session\, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you’re a business professional\, a budding data analyst\, or simply someone interested in the world of data science\, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com and learn to navigate these platforms with ease and confidence. The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces\, you’ll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals\, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com\, ensuring that your insights reach their intended audience with the right impact. By the end of this transformative journey\, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive\, engaging\, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile\, enhance your analytical capabilities\, and become a sought-after expert in the field of data visualization. Join us for this course and step into the future of data analysis with confidence and skill. \nDesigned For\nBusiness analysts\, data analysts\, project managers\, and any professionals keen on enhancing their data visualization and analysis skills using Microsoft Power BI. It is suitable for beginners as well as those with some experience in data analytics tools. \nObjectives\n\nApply advanced features of Power BI Desktop to optimize data visualization and report customization\n Determine the most effective visualization techniques for various data sets by exploring the range of available options in Power BI\n Choose appropriate visuals and tools within Power BI to enhance the storytelling aspect of data analysis\n Use Power BI’s interactivity features to create dynamic\, engaging\, and user-responsive data reports\n\nMajor Subjects\nThe layout\, tools\, and features of Power BI Desktop The online environment of Power BI for report creation How to integrate Power Pivot models into Power BI for more complex data analysis The step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling The variety of visuals available in Power BI and their appropriate applications The advanced features of Power BI Desktop that enhance data manipulation and visualization capabilities How to create dynamic and interactive reports that engage and inform Uploading and managing reports on PowerBI.com for wider access and collaboration \nInstructions\nDownload the handout and practice material prior to the course URL:https://sc.cpa/event/sste127-27-surgents-create-visuals-in-power-bi-to-successfully-analyze-data/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T011948Z CREATED:20260807T011947Z LAST-MODIFIED:20260807T011948Z UID:10006785-1814356800-1814356800@sc.cpa SUMMARY:(SSET138/27) Surgent's Create Measures in Power BI That Define Your Metrics DESCRIPTION:Event Description\nUnlock the full potential of your data with this specialized course. Designed for professionals who aspire to excel in the dynamic world of data analysis\, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You’ll embark on a journey to master the art of Data Analysis Expressions (DAX)\, a powerful tool in the Power BI suite to create metrics. This course is meticulously crafted to transform you into a proficient user capable of harnessing complex DAX calculations to bring your data to life. The course content is thoughtfully structured to ensure a comprehensive learning experience. Starting with the foundational elements of DAX\, you’ll rapidly progress to tackle advanced formulas and time-intelligent functions\, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process\, a crucial aspect of validating measures in Power BI. Additionally\, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging\, real-world scenarios\, enabling you to apply your learning immediately to your daily tasks. This course is an invaluable step toward mastering Power BI and making data-driven decisions with confidence. \nDesigned For\nData analysts\, business intelligence professionals\, and anyone looking to enhance their skills in creating and validating measures using DAX in Power BI \nObjectives\n\nApply advanced DAX formulas in Power BI to create dynamic and efficient data measures tailored to specific business needs\n Determine the most effective time-intelligent functions in DAX for analyzing temporal data trends and patterns in Power BI\n Identify key differences between common DAX functions and their use cases\, enabling more strategic and informed decision-making in Power BI measure creation\n Choose the appropriate DAX calculation processes for validating and ensuring the accuracy of measures in various data scenarios\n Use PivotTables in Power BI to validate and test the effectiveness of DAX measures\, enhancing the reliability of data analysis\n\nMajor Subjects\nThe fundamentals of DAX and its role in Power BI Complex DAX functions and formulas for creating sophisticated measures Time-based functions to analyze data over different periods Techniques for ensuring accuracy and reliability in your DAX measures Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures \nInstructions\nDownload the handout and practice material prior to the course URL:https://sc.cpa/event/sset138-27-surgents-create-measures-in-power-bi-that-define-your-metrics/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T020021Z CREATED:20260807T020020Z LAST-MODIFIED:20260807T020021Z UID:10006872-1814356800-1814356800@sc.cpa SUMMARY:(SSTE154/27) Surgent's Excel for Staff Level 3 - Build Reports and Analyze Data DESCRIPTION:Event Description\nThis is a comprehensive\, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather\, organize\, and structure data\, apply calculations to derive key metrics\, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application\, providing participants with guidance on Excel’s advanced tools and functions. By mastering workflows and best practices\, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally\, participants will explore methods to validate and share their work\, ensuring that reports are accurate\, insightful\, and easily communicated across teams. Whether you are tasked with preparing financial summaries\, tracking performance metrics\, or generating operational insights\, this course will equip you with the tools to maximize Excel’s potential\, saving time and improving the quality of your outputs. \nDesigned For\nAny Excel user that wants to maximize Excel’s potential to build reports\, saving time and improving the quality of your outputs \nObjectives\n\nApply Excel workflows to build efficient and accurate data reports\n Analyze data sets to calculate key performance metrics and insights\n Use Excel formatting tools to structure reports for clarity and professional presentation\n \n \n \n\nMajor Subjects\nThe steps for creating professional and functional; Best practices for compiling and cleaning data for accurate analysis Applying formulas and functions to calculate meaningful insights Strategies for using formatting tools to create; Data accuracy verification and potential error troubleshooting Methods for distributing reports effectively within your organization \nInstructions\nDownload the handout and practice material prior to course URL:https://sc.cpa/event/sste154-27-surgents-excel-for-staff-level-3-build-reports-and-analyze-data/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T021416Z CREATED:20260807T021416Z LAST-MODIFIED:20260807T021416Z UID:10006903-1814356800-1814356800@sc.cpa SUMMARY:(SSTE146/27) Surgent's Excel for Staff Level 1 - What You Never Learned DESCRIPTION:Event Description\nMost staff accountants learned Excel in college and many others learned Excel on their own; however\, most users never learned the important productivity tips that could help them build spreadsheets more efficiently. This course will teach new and experienced users how to leverage the many productivity tools built within Excel in order to build spreadsheets with maximum effectiveness. \nDesigned For\nAny Excel user that wants to learn the “real” basics of Excel that will increase their productivity \nObjectives\n\nIdentify all the ways you can select cells and ranges\n Recall ways to leverage custom number formats\n Recognize the importance of proper worksheet structure\n\nMajor Subjects\nNavigating around worksheets Selecting cells and ranges How to use custom number formatting How to leverage Views How to build better formulas with referenced variables and defined names How to quickly format cells with Cell Styles Proper worksheet structure \nInstructions\nNone URL:https://sc.cpa/event/sste146-27-surgents-excel-for-staff-level-1-what-you-never-learned/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T022123Z CREATED:20260807T022123Z LAST-MODIFIED:20260807T022123Z UID:10006918-1814356800-1814356800@sc.cpa SUMMARY:(SSTE130/27) Surgent's Power BI - Bringing It All Together for Data Analysis DESCRIPTION:Event Description\nThis is an advanced-level course designed for professionals looking to integrate and optimize their use of Microsoft Power Pivot and Power BI. Building on the foundational knowledge from previous courses\, this session focuses on the crucial next steps after creating data models and measures\, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful\, actionable visualizations.This course takes a deep dive into the critical aspects of using Power BI to its fullest potential\, emphasizing a holistic approach to data analytics. You’ll learn how to build a streamlined workflow\, ensuring every step in your data journey contributes to actionable insights. The course also focuses on optimizing performance for data models\, utilizing advanced features of Power BI Services\, and moving beyond basic data models to create advanced solutions tailored to real-world business needs.By the end of the course\, you’ll be able to synthesize all your Power BI skills to design and deliver powerful analytics solutions tailored to any audience. Whether you’re presenting to stakeholders\, sharing insights across teams\, or managing enterprise-level reporting\, this course will equip you with the tools and strategies to succeed. \nDesigned For\nAdvanced users of Power Pivot and Power BI\, including data analysts\, business intelligence professionals\, and team leaders who want to enhance their data analysis workflows and maximize their use of the Microsoft Power BI Tools \nObjectives\n\nCategorize the components of an efficient Power BI workflow and identify areas for optimization;\n Evaluate Power BI performance metrics and apply optimization techniques for enhanced usability\n Assess the capabilities of Power BI Services to effectively share\, collaborate\, and manage data insights across teams and organizations\n \n \n \n\nMajor Subjects\nBuilding a comprehensive workflow in Power BI Exploring what’s next after creating data models and measures Best practices for performance optimization; Leveraging your data model through PowerBI.com/Power BI services \nInstructions\nDownload the handout and practice material prior to course URL:https://sc.cpa/event/sste130-27-surgents-power-bi-bringing-it-all-together-for-data-analysis/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T024522Z CREATED:20260807T024522Z LAST-MODIFIED:20260807T024522Z UID:10006975-1814356800-1814356800@sc.cpa SUMMARY:(SSTE150/27) Surgent's Mastering the Excel Lookup Functions DESCRIPTION:Event Description\nIn today’s data-driven world\, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel\, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel’s lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course\, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you’re a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel’s full potential\, this course is tailored to meet your learning needs. \nDesigned For\nAny Excel user that wants to learn how to use the LOOKUP functions \nObjectives\n\nIdentify which lookup function works for your needs\n Distinguish between the many lookup functions\n Recall how to effectively utilize Excel’s lookup functions\n\nMajor Subjects\nA review of the various lookup functions\, beyond VLOOKUP Which lookup works best for your situation? How to apply the many lookup functions Advanced lookup techniques like nested lookups\, approximate matching\, and handling errors effectively An in-depth review of the following functions: VLOOKUP/HLOOKUP\, XLOOKUP\, MATCH / INDEX\, XMATCH\, INDIRECT\, FILTER\, SORT/SORTBY\, UNIQUE An overview of some newer functions \nInstructions\nNone URL:https://sc.cpa/event/sste150-27-surgents-mastering-the-excel-lookup-functions/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T031222Z CREATED:20260807T031222Z LAST-MODIFIED:20260807T031222Z UID:10007057-1814356800-1814356800@sc.cpa SUMMARY:(SSTE153/27) Surgent's The Latest and Greatest Excel Features DESCRIPTION:Event Description\nIn the ever-evolving world of data analysis and office productivity\, Microsoft Excel remains at the forefront\, continuously introducing new and powerful features. This comprehensive course is designed to familiarize participants with the most recent and significant updates in Excel as well as some old favorites. This course offers an in-depth exploration of these features\, ensuring learners can harness their full potential for the efficient and innovative use of Excel. \nDesigned For\nAll Excel users who want to use Excel more effectively and efficiently \nObjectives\n\nIdentify the key updates and enhancements in the latest version of Excel\, including their specific functionalities and how they contribute to improved efficiency and productivity in Excel\n Recognize the capabilities of new automation tools in Excel\, particularly those that are designed to streamline repetitive tasks and complex data analysis\n Recall how the fuzzy lookup add-in can be used for textual data matching in Excel\n\nMajor Subjects\nOverview of the latest updates in Excel\, focusing on their purpose and potential impact on efficiency and productivity New automation tools\, including features that streamline repetitive tasks and data analysis Fuzzy matching of textual data in Microsoft Excel Features that help to efficiently use data \nInstructions\nDownload the handout and practice material prior to the course URL:https://sc.cpa/event/sste153-27-surgents-the-latest-and-greatest-excel-features/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T032740Z CREATED:20260807T032739Z LAST-MODIFIED:20260807T032740Z UID:10007092-1814356800-1814356800@sc.cpa SUMMARY:(SSTE128/27) Surgent's Leverage PowerBI.com to Create Data Analysis for Others DESCRIPTION:Event Description\nUnlock the full potential of data analytics with this specialized course. This two-hour intensive course is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you’re a data analyst\, business intelligence professional\, or someone keen on mastering data visualization and report creation\, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com\, starting with a comprehensive tour of its interface and core concepts. You’ll gain experience in connecting to diverse data sources\, creating stunning visualizations\, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com\, allowing you to explore data with natural language queries. By mastering the art of sharing data sets\, reports\, and dashboards\, and creating comprehensive apps\, you’ll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course\, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate data sets\, reports\, and dashboards\, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape\, offering not just theoretical knowledge but real-world applications. Upon completion\, participants will not only have a thorough understanding of PowerBI.com but will also have the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skill set and make data-driven decisions with ease. \nDesigned For\nData analysts\, business intelligence professionals\, and anyone interested in learning how to use Microsoft Power BI to share data analysis \nObjectives\n\nIdentify the key components and functionalities of the PowerBI.com interface\, enabling efficient navigation and utilization for data analysis tasks\n Recognize the capabilities of the Q&A feature in PowerBI.com so you can leverage it for generating quick insights from data using natural language queries\n Select the appropriate data sharing and collaboration methods within PowerBI.com for your situation\n\nMajor Subjects\nAn in-depth walkthrough of the PowerBI.com environment\, focusing on user interface elements\, navigation\, and customization Fundamental concepts of PowerBI.com\, including its architecture\, data handling capabilities\, and integration features Techniques for connecting various data sources to PowerBI.com\, ensuring seamless data integration and synchronization Creating impactful visualizations and assembling informative dashboards to present data compellingly The interactive Q&A feature to derive insights through natural language queries Best practices for sharing data sets\, reports\, and dashboards with different audiences so they can leverage your data analysis work How to package reports and dashboards into apps for easy distribution and consumption \nInstructions\nNone URL:https://sc.cpa/event/sste128-27-surgents-leverage-powerbi-com-to-create-data-analysis-for-others/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T035331Z CREATED:20260807T035330Z LAST-MODIFIED:20260807T035331Z UID:10007164-1814356800-1814356800@sc.cpa SUMMARY:(SSTE152/27) Surgent's Taking Advantage of Array Formulas in Excel DESCRIPTION:Event Description\nThis intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array\, making them indispensable for complex data analysis and calculations. They enable users to write fewer\, more powerful formulas\, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions. Through a combination of theoretical knowledge and practical exercises\, you will learn to streamline your work and improve efficiency in Excel. \nDesigned For\nProfessionals who regularly use Microsoft Excel for data analysis\, financial modeling\, or complex calculations \nObjectives\n\nApply array formulas and functions in Excel to solve complex data analysis problems\, enhancing the efficiency and accuracy of calculations\n Differentiate between regular and array formulas and determine when to use each for optimal data management and processing in various scenarios\n Analyze and select the most appropriate array functions and constants for specific tasks\, improving the effectiveness of data manipulation and presentation in Excel\n\nMajor Subjects\nDifferentiating array formulas from regular Excel formulas and explaining their significance Practical application of array formulas: how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios Utilization of dynamic arrays and spill functions\, highlighting their role in modern Excel data handling Complex functions such as SUMPRODUCT\, UNIQUE\, SORT\, and FILTER\, focusing on multi-condition summing and data management How to simplify the use of static values called array constants \nInstructions\nDownload the handout and practice material prior to course URL:https://sc.cpa/event/sste152-27-surgents-taking-advantage-of-array-formulas-in-excel/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T035432Z CREATED:20260807T035431Z LAST-MODIFIED:20260807T035432Z UID:10007168-1814356800-1814356800@sc.cpa SUMMARY:(SSTE125/27) Surgent's Become a Data Analysis Expert DESCRIPTION:Event Description\nIn today’s rapidly evolving business landscape\, accounting professionals are expected to be more than just number crunchers; they are expected to be insightful interpreters of data. In an era where data is king\, this course is your gateway to becoming a savvy data analyst\, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging. You will learn the all-important data analysis process flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards\, perform sophisticated reporting\, and uncover deep insights from your data. Whether you’re looking to streamline your reporting process\, enhance your data visualization skills\, or make more data-driven decisions\, this course is tailored to meet those needs. It’s not just about learning a tool; it’s about enhancing your professional identity as a forward-thinking accounting professional. \nDesigned For\nAnyone looking to become a data analysis expert \nObjectives\n\nIdentify key features of the data analysis process flow\n Recognize how your organization’s key metrics can help you make insightful decisions\n Distinguish between different data visualization techniques\n\nMajor Subjects\nAn introduction to the data analysis process flow and how it is your pathway to becoming a data analysis expert A comprehensive discussion of building a data model and calculating metrics How visualizations can present data in a more insightful and impactful manner \nInstructions\nNone URL:https://sc.cpa/event/sste125-27-surgents-become-a-data-analysis-expert/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T035436Z CREATED:20260807T035435Z LAST-MODIFIED:20260807T035436Z UID:10007172-1814356800-1814356800@sc.cpa SUMMARY:(SSTE124/27) Surgent's Get Started with Power BI DESCRIPTION:Event Description\nEmbark on a journey to master Power BI\, a powerful tool for data analysis and business intelligence\, in this comprehensive course. This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities\, including its integration with Excel’s Power BI features like Power Pivot and Power Query\, and its comparison with standalone Power BI tools such as Power BI Desktop\, Power BI Service\, and Power BI Report Server. In the first part of the course\, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI’s interface\, key features\, and its seamless integration with Excel. The course will cover Excel’s Power BI tools – Power Pivot for advanced data modeling and Power Query for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here\, participants will explore Power BI Desktop for creating complex data models and sophisticated reports\, Power BI Service for cloud-based collaboration and sharing\, and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools\, providing participants with the skills to leverage Power BI in a variety of business contexts. \nDesigned For\nAnyone who wants to enhance their analytical skills and embrace the advanced capabilities of Power BI\, setting them apart in a data-driven business environment \nObjectives\n\nIdentify the differences and synergies between Excel’s Power BI tools and the standalone Power BI tools\, enabling a clear understanding of when and how to use each tool effectively in various business scenarios\n Distinguish between the various functionalities and use cases of Power BI tools\, empowering participants to select the most appropriate Power BI tool for specific data analysis and reporting needs in their professional roles\n Recognize the impact of integrating Power BI with Excel on the efficiency and effectiveness of data processing\, analysis\, and visualization tasks\, aiding in the development of more streamlined and powerful data analytics strategies within participants’ organizations\n\nMajor Subjects\nIntroduction to the Power BI ecosystem\, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop\, Power BI Service\, Power BI Report Builder\, and Power BI Report Server) Introduction to the interfaces of Power Pivot\, Power Query\, Power BI Desktop\, and Power BI Services Strengths and limitations of Excel’s Power BI features versus standalone Power BI tools Deciding when to use each tool for optimal efficiency and accuracy in data analysis tasks \nInstructions\nNone URL:https://sc.cpa/event/sste124-27-surgents-get-started-with-power-bi/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T040844Z CREATED:20260807T040843Z LAST-MODIFIED:20260807T040844Z UID:10007212-1814356800-1814356800@sc.cpa SUMMARY:(SSET141/27) Surgent's Create Paginated Reports with Power BI Report Builder DESCRIPTION:Event Description\nElevate your data reporting skills to new heights with this cutting-edge course. This two-hour\, expertly crafted training is designed to transform the way you visualize and present data\, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling\, print-ready reports\, this course is a game changer in the realm of data visualization and business intelligence. Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You’ll learn how to navigate the Power BI Report Builder interface with ease\, design intricate report layouts\, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills\, from creating eye-catching visualizations to utilizing advanced features like subreports and drill-through capabilities. By the end of this session\, you’ll be adept at publishing and sharing professional-grade\, paginated reports that can inform and persuade your audience. \nDesigned For\nData analysts\, business intelligence professionals\, and anyone interested in developing paginated reports using Power BI Report Builder \nObjectives\n\nIdentify the comprehensive functionalities of Power BI Report Builder necessary for designing advanced paginated reports\n Recall the steps for publishing and sharing paginated reports created in Power BI Report Builder\n Distinguish between the different report design choices to enhance the overall readability and user engagement in Power BI Report Builder\n\nMajor Subjects\nOverview of Power BI Report Builder\, its interface\, and integration with the Power BI ecosystem Techniques for setting up professional layouts\, including headers\, footers\, and managing pagination Connecting to various data sources and preparing data for reporting Utilizing Power BI’s visualization tools for impactful data presentation Subreports\, drill-through capabilities\, and dynamic expressions Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders \nInstructions\nNone URL:https://sc.cpa/event/sset141-27-surgents-create-paginated-reports-with-power-bi-report-builder/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T042257Z CREATED:20260807T042256Z LAST-MODIFIED:20260807T042257Z UID:10007241-1814356800-1814356800@sc.cpa SUMMARY:(SSTE149/27) Surgent's Improve Design and Productivity with Excel Tables DESCRIPTION:Event Description\nExcel tables are a fundamental feature that streamlines data organization\, analysis\, and visualization in Excel. Throughout this course\, you will discover how to transform raw data into elegant\, efficient\, and visually appealing tables. By harnessing the full potential of Excel tables\, you will be able to make better data-driven decisions and collaborate more effectively in various professional settings. Unlock the full potential of Excel tables to revolutionize the way you manage\, analyze\, and present data\, leading to improved efficiency and better decision-making in your personal and professional endeavors. \nDesigned For\nAny Excel user who wants to learn features within Excel to create better spreadsheets in a shorter amount of time \nObjectives\n\nUse Excel tables in most spreadsheets\n Apply features of Excel tables to create more accurate spreadsheets\n Identify ways to improve spreadsheet productivity by using Excel tables\n\nMajor Subjects\nWhat are Excel tables are and why are they important? How to create Excel Tables from scratch The art of sorting and filtering data within Excel tables to quickly identify patterns\, trends\, and outliers How Excel tables use structured reference formulas to create accurate calculations How Excel tables increase spreadsheet creation productivity \nInstructions\nNone URL:https://sc.cpa/event/sste149-27-surgents-improve-design-and-productivity-with-excel-tables/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T045140Z CREATED:20260807T045139Z LAST-MODIFIED:20260807T045140Z UID:10007325-1814356800-1814356800@sc.cpa SUMMARY:(SSTE155/27) Surgent's Smart Formula Selection in Excel: What to Use When DESCRIPTION:Event Description\nExcel gives you multiple ways to solve the same problem\, but which formula is the right one? This course teaches a decision-based approach to function selection\, helping you confidently choose between similar and competing functions. Through real-world examples and side-by-side comparisons\, you’ll learn when IFS or SWITCH is cleaner than nested IFs\, how SUMPRODUCT can help with complex summarizing data\, how to use LET in place of defined names\, and much more. This course is ideal for professionals who want to make smarter\, faster formula choices that are easier to maintain and audit. \nDesigned For\nAll Excel users looking to elevate their formula skills with strategic guidance \nObjectives\n\nCompare Excel functions that solve similar problems and select the most effective one for the task\n Apply structured decision-making when building formulas to improve clarity and scalability\n Distinguish when modern functions offer better solutions than legacy\n \n \n \n\nMajor Subjects\nIntroduction to strategic formula use; Conditional logic and branching tools Summarizing data Filtering and output control Custom output and decision trees Embedded variables and reusability Best practices for formula selection \nInstructions\nDownload the handout and practice material prior to course URL:https://sc.cpa/event/sste155-27-surgents-smart-formula-selection-in-excel-what-to-use-when/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260807T054759Z CREATED:20260807T054753Z LAST-MODIFIED:20260807T054759Z UID:10007386-1814356800-1814356800@sc.cpa SUMMARY:(SSTE148/27) Surgent's Using ChatGPT with Excel DESCRIPTION:Event Description\nIn this innovative course\, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT\, OpenAI’s powerful language model\, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT\, but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. \nDesigned For\nStudents\, professionals\, and enthusiasts seeking to leverage the potential of ChatGPT to enhance their Excel skills and productivity \nObjectives\n\nIdentify opportunities to leverage ChatGPT to improve your Excel skills and productivity\n Use ChatGPT with Excel formulas\n Recall the best practices for using ChatGPT with Excel\n\nMajor Subjects\nIntroduction to ChatGPT and other AI (artificial intelligence) language models Discussion of best practices for using ChatGPT with Excel Use ChatGPT to create\, debug\, and explain formulas Use ChatGPT to learn how to use Excel features Use ChatGPT to automate repetitive tasks in Excel Use ChatGPT to easily create macros \nInstructions\nIf you want to follow along\, sign up for a free ChatGPT account prior to the course. You can sign-up here: https://openai.com/chatgpt URL:https://sc.cpa/event/sste148-27-surgents-using-chatgpt-with-excel/ CATEGORIES:Self-Study Video END:VEVENT END:VCALENDAR