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.