K2's Excel Essentials For Staff Accountants

Overview

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 accountant-centric features to work more efficiently and generate accurate results.

Highlights

Best practices for creating and working with Excel workbooks, Effectively using Excel functions when creating formulas, The importance of PivotTables in modern reporting environments. Best practices for formatting your workbooks

Prerequisites

Fundamental knowledge of Microsoft Office Excel 2019 or newer

Designed For

Accounting and financial professionals who want to use the power of Excel in common business situations to summarize and analyze data

Objectives

Upon completing this course, you should be able to: List five critical best practices associated with creating workbooks and constructing workbooks that comply with these principles, Utilize PivotTables and PivotCharts to quickly summarize and present data without generating formulas, Build sophisticated formulas to assist with reporting and analysis, including those that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM, Create 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 features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill, Work with date-oriented data in Excel and create calculations - such as those involving depreciation expense and interest accruals - involving the passage of time