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Top Ten Tips: Excel for Accountants (Intermediate)

Overview

The Excel for Accountants (Intermediate) course is a short course consisting of 10 video-led modules. The course is primarily aimed at accounting professionals. It aims to teach ten important topics that will assist finance staff with daily Excel tasks.

Excel is an incredibly powerful tool for accountants, and it is a key skill that any accountant or accountancy professional should try to 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.

Improving your Excel skills is a great accounting career move. With a large range 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

  • Accounting professionals and finance staff who are looking to build on their existing Excel skills

Learning Outcomes

  • Incorporate logical operators into formulas
  • Create a Loan Amortization table using the PMT function
  • MPerform more complex lookups using INDEX and MATCH
  • Automate common tasks using Macros

Syllabus

Section 1: Introduction

  • Unit 1.1 - Getting Started

Section 2: Date and Time Calculations

  • Unit 2.1 - Formatting and Manipulating Dates and Times

Section 3: Looking Up Information

  • Unit 3.1 - Looking up Functions

Section 4: Decision Making

  • Unit 4.1 - Logical Functions

Section 5: Financial Functions

  • Unit 5.1 - Creating a Loan Amortization Schedule

Section 6: PivotTables and PivotCharts

  • Unit 6.1 - Data Cleaning Tips and Tricks
  • Unit 6.2 - Creating and Working with PivotTables and PivotCharts
  • Unit 6.3 - Analysing Large Data Sets

Section 7: WhatIf Analysis

  • Unit 7.1 - The Three Types of What-If Analysis

Section 8: Automating tasks with Macros

  • Unit 8.1 - Executing Repetitive Tasks Efficiently