Overview
Staff accountants have specific needs when working with
Excel. Unfortunately, their existing Excel knowledge often does not meet these
needs. Chief among these are summarizing data quickly and accurately, generating
accurate and aesthetically pleasing reports, and creating accounting-centric
calculations for elements such as depreciation, amortization, and interest. By
participating in this eight-hour session, staff accountants will gain the
essential skills to maximize efficiency and accuracy when working with
Excel.
This
session begins with a quick overview of Excel best practices. It then progresses
rapidly into discussions that address PivotTables, sophisticated formulas,
Tables, formatting, and working with dates in Excel. Throughout the session, you
will learn from accounting-centric examples to reinforce key learning points. In
this session, you will learn in a “laptop-friendly” environment, and
participants will have access to all the demonstration files. In sum, this
seminar is a “must” for all staff accountants seeking to improve their
efficiency and accuracy when working with Excel.
Staff
accountants often need guidance to learn which features can help them create
effective Excel workbooks. This course will teach them about many of Excel’s
accountant-centric features to work more efficiently and generate accurate
results.
•
List
five critical best practices associated with creating workbooks and constructing
workbooks that comply with these principles
•
Utilize
PivotTables and PivotCharts to quickly summarize and present data without
generating formulas
•
Build
sophisticated formulas to assist with reporting and analysis, including those
that use functions such as
VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM
•
Create
Tables from ranges of Excel data and identify the primary advantages of working
with Tables
•
Apply
formats quickly and efficiently to Excel reports and understand the importance
of features such as the Accounting format, Accounting Underlines, Precision as
Displayed, Center Across Selection, and Flash Fill
•
Work
with date-oriented data in Excel and create calculations – such as those
involving depreciation expense and interest accruals – involving the passage of
time
This course is designed for Accounting and financial professionals
who want to use the power of Excel in common business situations to summarize
and analyze data.