Excel for Accounting and Finance Professionals

The Excel for Accounting and Finance Professionals Course will cover the following topics and more:

Must-Have Skills for Accounting and Finance Roles

• More about Summing than you knew there was to know, including better ways to sum than the “sum” function.
• The biggest pitfalls in Excel and how to work around them
• The most important keyboard shortcuts for accounting and finance pros
• Better alternatives to hiding rows and columns
• The best and fastest ways to navigate between workbooks and files
• How to structure worksheets so that embedded functions include any newly inserted rows
• How to use Excel with Styles

Data Control with Tables and Conditional Summing

• Understanding how and when to use the Table feature
• Using the Table object to store data
• Mastering the function arguments for conditional summing
• Using the multiple-condition summing function to aggregate table data
• Using the table object to create mapping tables
• Building crosstab style reports

V-Lookups and Other Lookup Functions

• when and why a lookup function would be better than a direct cell reference
• Using three key Excel lookup functions as an alternative to direct cell references
• Understanding and applying the capabilities of V-Lookup functions
• Understanding the limitations of V-Lookup functions
• Mastering ways to move beyond V-Lookup limitations

Unleashing the Potential of the ‘PivotTable

• Mastering the basics of PivotTable functionality and capabilities
• Retrieving data from a database and feeding it into a PivotTable
• Understanding how external data sources can be used to feed a PivotTable
• Using Excel’s web browser to pull data from web pages into your excel pivot table

Course Booking

Please use the "Book Now" or "Inquire" buttons on this page to reserve your space or request for more information