CPE Today Logo

Excel Essentials for Staff Accountants

Course - Excel Essentials for Staff Accountants

Major Topics

Learning Objectives

  1. Utilize PivotTables and PivotCharts to summarize and present data quickly, without writing formulas
  2. Build sophisticated formulas to assist with reporting and analysis, including formulas that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM
  3. Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
  4. Apply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill
  5. Work with date-oriented data in Excel and create calculations – such as those involving depreciation expense and interest accruals – that involve the passage of time
  6. List five critical best practices associated with creating workbooks and construct workbooks that comply with these principles

Course Description

Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.

Compliance Information

Advanced Preparation

None

Field of Study

Information Technology

Credits

8 Credits

Published Date

April 20, 2023

Course Authors

K2 Enterprises

Hammond, LA
Various Speaker, Company Tagline

K2’s goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.

We make every effort to maintain a high level of integrity, family values, and friendship among all involved.

About Instructor Read Less

Overview

Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.

Course Details

  1. Utilize PivotTables and PivotCharts to summarize and present data quickly, without writing formulas
  2. Build sophisticated formulas to assist with reporting and analysis, including formulas that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM
  3. Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
  4. Apply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill
  5. Work with date-oriented data in Excel and create calculations – such as those involving depreciation expense and interest accruals – that involve the passage of time
  6. List five critical best practices associated with creating workbooks and construct workbooks that comply with these principles

Intended Audience

Advanced Preparation — None

Field of Study — Information Technology

Credits — 8 Credits

IRS Program Number

Published Date – April 20, 2023

Revision Date

Course Authors

K2 Enterprises

Hammond, LA
Various Speaker, Company Tagline

K2’s goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.

We make every effort to maintain a high level of integrity, family values, and friendship among all involved.

About Instructor Read Less