Excel for Accounting and Finance Professionals

This Excel course will help participants master the specific functions and capabilities of Excel that are critical for professionals in accounting and finance roles.

COURSE OUTLINE

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 PivotTable

FOR WHOM

Accounting and Finance Professionals

TRAINING METHODOLOGY

The training methodology combines lectures, discussions, group exercises and illustrations. Participants will gain both theoretical and practical knowledge of the topics. The emphasis is on the practical application of the topics and as a result participant will go back to the workplace with both the ability and the confidence to apply the techniques learned to their duties.