Excel for Accounts Advanced from Activia

Microsoft Excel for Accounting: Advanced

A 1-Day Training Course

Course Content

A Specialist Course for Advanced Accounting Features in Excel

Building on the foundation laid in the Excel for Accounting: Introduction course, this course takes delegates to a level of skills that will suffice most people for a lifetime.

In 8 highly focused modules, it moves from Logical and Error functions, through modelling ans specialist financial functions, right up to Macros and higher levels of using Pivot Tables and LOOKUPS.

And to give your work an extra edge, we take you through advanced ways of working with charts that display your data in the clearest, most impressive light.

Course Aims

This intensive, hands-on one-day training course is the ideal follow-on from our Excel for Accounting: Introduction course.

It takes you to the highest level of using Excel in an accounts function in the shortest time because it focuses on only those subjects and tools you need in this environment.

Who Should Attend

This course has been designed for anyone who wants to use the more advanced tools in Excel to record, analyse and present financial data, whether in an accounting department or a more general office environment.

Delegates do not need to be accountants but they must understand and be able to work with the subjects covered in our Excel for Accounting: Introduction course.

Course Outline
This course is a 1-day training course structured into 8 modules.
Module 1
Logical and Error Functions
Topics covered
  • AND/NOT/OR Functions
  • IFERROR/IFNA
  • IS Functions
  • Array Formulas
  • Module 2
    WhatIf Analysis & Financial Modelling
    Topics covered
  • Goal Seek
  • Data Tables
  • Scenarios
  • Using Solver
  • Creating a Forecast Sheet
  • Module 3
    Specialist Financial Functions
    Topics covered
  • Present Value of an Investment: PV, NPV and XNPV
  • Future Value: FV
  • Loan repayments: NPER, RATE, PMT, IPMT, PPMT
  • Rate of Return: IRR
  • Depreciation: SLN, DB
  • General: SLOPE, AVERAGE, EFFECT
  • Module 4
    Using Pivot Tables
    Topics covered
  • Getting Started With PivotTables
  • Displaying Data in PivotTables
  • Formatting a PivotTable
  • Using the Classic PivotTable Layout
  • Slicers
  • Using Timelines in Pivots
  • Module 5
    More About Charts
    Topics covered
  • Changing the Type of Chart
  • Changing the Source Data
  • Creating 3D Charts
  • Creating Trendlines
  • Using Error Bars
  • Working With Chart Axes and Data Series
  • Advanced Chart Formatting
  • Making Custom Charts
  • Module 6
    Introduction to Macros
    Topics covered
  • Recording and Playing Macros
  • Copying and Deleting Macros
  • Visual Basic and Macros
  • Module 7
    Advanced LOOKUP Functions
    Topics covered
  • Using INDEX
  • Using MATCH
  • Combining INDEX and MATCH
  • Using INDEX and MATCH with Array Formulas
  • Using the INDIRECT Function
  • Module 8
    Advanced PivotTable Tools
    Topics covered
  • Importing PivotTable Tools
  • Calculated Fields in PivotTables
  • Showing PivotTables in Other Formats
  • Creating Custom PivotTable Styles



  • Activia Training :   Training courses for business at twelve locations UK wide
    www.activia.co.uk