Overview
Staff accountants have specific needs when working with Excel. Unfortunately,
these needs are often not met by their existing Excel knowledge. 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. In this course, they will learn 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 PivotTables to summarize and
analyze.