Staff accountants often need guidance to learn which features can help them create effective Excel workbooks. This course will teach them about many of Excel’s accounting-centric features enabling them to work more efficiently and generate accurate results.
Learning Objectives
• Identify five critical best practices associated with creating workbooks
• Use PivotTables and PivotCharts to quickly summarize and present data without generating formulas
• Select from functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM, when creating financially-oriented calculations in your worksheets
• Use Tables from ranges of Excel data and identify the primary advantages of working with Tables
• Apply formats quickly and efficiently to Excel reports and understand the importance of Styles
• Use date-oriented data in Excel and create calculations involving the passage of time
Major Topics
• Best practices for creating and working with Excel workbooks
• The importance of PivotTables in modern reporting environments
• Best practices for formatting your workbooks
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