Overview
Excel is the accountant’s tool of choice for analyzing and reporting
financial data, yet many use time-consuming and error-prone processes to
complete everyday tasks. Regardless of your experience level, if you use Excel,
you need this course to learn more efficient and effective ways to work with
Excel. In this course, you will discover countless tips, tricks, and techniques
to improve your general level of productivity, reduce the amount of time you
spend on mundane tasks, such as formatting, and customize Excel for greater
accuracy and efficiency. You will also learn valuable formula-building skills,
best practices for linking Excel data from other worksheets and workbooks, and
how to streamline report generation and printing processes.
Your K2 instructor will reinforce key learning points throughout the program
with practical, real-world examples to improve your understanding and
comprehension of the topics presented. This highly acclaimed course draws on
over twenty-five years of experience delivering spreadsheet training to
accounting and financial professionals, assuring you of the relevance and
usefulness of the information and guidance provided during the program.
Almost every accountant uses Excel, but most don’t use it as efficiently and
effectively as they could or should. Participate in this session to learn
various accountant-centric Excel tips, tricks, and techniques to leverage Excel
for your benefit.
- Implement tools and techniques for formatting data in Excel, including
multiline column headings, the Accounting Format, custom date and number
formats, and Conditional Formatting
- Customize Excel’s user environment, including the Ribbon and the Quick
Access Toolbar, adjust Excel’s Options to improve efficiency, and create and
use Templates to increase efficiency and productivity
- Utilize various formula-building tools to create formulas more efficiently
and create multiple types of formulas, including formulas to manipulate text
and dates, formulas containing XLOOKUP functions, formulas that contain
conditional calculations, and formulas that contain circular references
- Link data across multiple Excel worksheets and workbooks, update and
manage links, and create sum-through formulas and rolling reports
This course is designed for accounting and financial professionals who want
to learn how to use Excel more efficiently and effectively.