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Excel Functionality That Every Accountant Should Know

Course - Excel Functionality That Every Accountant Should Know

Upcoming Live Event Schedule

This course is part of an event and you must register for the associated event to participate.

Essential Excel Conference
November 13, 2024 | Seminar

Major Topics

  • Update this attribute value to the course major topic(s).

Learning Objectives

  1. Demonstrate how to create a pivot table in Excel and how to utilize their major functions.
  2. Describe the purpose and intention of Microsoft Power BI. Explain how it can be a great complement to Excel for financial reporting.
  3. Describe the features and functions of Excel Tables and data modeling.
  4. List and detail Excel functions that are the most useful for financial professionals.
  5. Outline the main features and functionalities of Power Query and how it can be used to improve organizational reporting.

Course Description

Excel is the default program for many financial professionals–and highly effective–if used correctly. It can be used for everything from simple tabular analysis to creating in-depth aggregate pivot tables. This course will give participants the necessary tools to turn data into meaningful information and will examine cutting edge ways to store, retrieve, report, and analyze data using Excel and plugins. It will provide recommendations on how to more efficiently use Excel and potential traps to avoid.Participants are encouraged to bring their technology devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets, and demo tools. Financial professionals will walk away from this course with valuable tools and insights into understanding, managing, and utilizing data in an organized and meaningful manner inside their organizations.

Compliance Information

Intended Audience

Financial professionals that would like to have better knowledge of Excel

Advanced Preparation

None

Field of Study

Specialized Knowledge

Credits

4 Credits

Published Date

March 22, 2024

Course Authors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less

Overview

Excel is the default program for many financial professionals–and highly effective–if used correctly. It can be used for everything from simple tabular analysis to creating in-depth aggregate pivot tables. This course will give participants the necessary tools to turn data into meaningful information and will examine cutting edge ways to store, retrieve, report, and analyze data using Excel and plugins. It will provide recommendations on how to more efficiently use Excel and potential traps to avoid.Participants are encouraged to bring their technology devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets, and demo tools. Financial professionals will walk away from this course with valuable tools and insights into understanding, managing, and utilizing data in an organized and meaningful manner inside their organizations.

Course Details

  • Update this attribute value to the course major topic(s).

  1. Demonstrate how to create a pivot table in Excel and how to utilize their major functions.
  2. Describe the purpose and intention of Microsoft Power BI. Explain how it can be a great complement to Excel for financial reporting.
  3. Describe the features and functions of Excel Tables and data modeling.
  4. List and detail Excel functions that are the most useful for financial professionals.
  5. Outline the main features and functionalities of Power Query and how it can be used to improve organizational reporting.

Intended Audience — Financial professionals that would like to have better knowledge of Excel

Advanced Preparation — None

Field of Study — Specialized Knowledge

Credits — 4 Credits

IRS Program Number

Published Date – March 22, 2024

Revision Date

Course Authors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less