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Top Ten Tips Excel for Accountants (Basic)

Overview

The Excel for Accountants (Basic) course is a short course consisting of 10 video-led modules. The course is primarily aimed at accountants, bookkeepers and accounting professionals and aims to provide learners with a solid foundation with which to build further skills.

Excel is an incredibly powerful tool for accountants, and it is a key skill that any accountant or accountancy professional should become familiar with. For financial insight and analysis, crunching numbers and compiling non-numerical data, Excel continues to be the tool of choice throughout the accounting and finance field.

Learning to improve at Excel is a great accounting career move. With a large amount of functionality it’s easy to get overwhelmed, particularly when you are just starting out. Master the basics of Excel and build a solid foundation in which to build further skills.

Pre-requisites

  • PC or Mac with a full version of Microsoft Excel (any version from 2003 to 2013 or Microsoft 365).
  • Not a requirement but a benefit to have some work-related projects to which you can readily apply what you learn.

Relevant audiences

  • Accountants, accountancy professionals and finance professionals with limited knowledge about Microsoft Excel

Learning Outcomes

  • Conduct insightful analysis of small or large data sets.
  • Effectively manage your worksheets.
  • Master Excel’s most common und useful functions.

Syllabus

Section 1: Introduction

  • Unit 1.1 - Getting Started

Section 2: The Basics

  • Unit 2.1 - Setting up for Success

Section 3: Formatting Text and Numbers

  • Unit 3.1 - Working with Number and Date Formatting
  • Unit 3.2 - Formatting Based on Conditions

Section 4: Getting Started with Functions and Formulas

  • Unit 4.1 - Basic Functions and Formulas
  • Unit 4.2 - Absolute, Relative and Mixed Cell References

Section 5: Organising Data

  • Unit 5.1 - Organising Data for Quicker Analysis

Section 6: The Power of Paste

  • Unit 6.1 - Exploring Paste Options

Section 7: A Range By Any Other Name

  • Unit 7.1 - Naming Cells and Ranges

Section 8: Extract or Combine Data

  • Unit 8.1 - Manipulating Data Efficiently