Subscribe for access to this FREE e-learning mini-course!


Your First Name:


Your Surname:


Your Email Address:



Subscribe
Close


Hamburger menu
Menu
bookings:   0333 6000 111
service:       0333 6000 555
    or           
Microsoft Excel for Accounting Fast Track
Microsoft Excel for Accounting Fast Track
 

EXCEL FOR ACCOUNTING FAST TRACK

The best source of Excel Accounts Fast Track

A hands-on one-day course with free pre-course online skills testing
See Our Latest Reviews on TrustPilot:
Activia Training Silver Jubilee - training since 1995

Our SILVER JUBILEE OFFER
Prices you'll not see anywhere else!

Training vouchers

Prices cut by up to 30%

Scheduled Public Classes: Additional delegates for just £99

Training at Your Offices: Prices from £299

Training Vouchers: Prices for block tickets from £725

Click the orange "Book Your Training" button on the right of the page, and see how much you can save ... but remember: these prices won't last for ever!



CPD CERTIFIED COURSE
CPD accredited course

Note: this Excel for Accounting Fast Track course is CPD certified.
It is delivered as a classroom course.
This means that not only has it been rigorously assessed in terms of content and quality, but it comes with a FREE CPD Certification certificate, as well as an Activia diploma of completion.
We are a corporate member of the CPD: the highest level of association available.

COURSE OUTLINE

Full details of modules and topics covered in this one-day course

VERSIONS COVERED

This course covers 2010, 2013, 2016 and Office 365 versions

DURATION

This is a one-day training course structured into 8 modules

COURSE AIMS

This intensive, hands-on one-day training course is the ideal way to learn how to use Excel for accounting applications in the shortest possible time.

It covers formatting and managing data, auditing formulas and moves on to modelling and specialist accounting functions, as well as covering the essential tools of LOOKUPS and Pivot Tables.

TARGET AUDIENCE

This course has been designed for anyone who uses Excel to record, analyse and present financial data, whether in an accounting function or a more general office or sales environment.

Delegates do not need to be accountants but they must be proficient in Excel up to at least Intermediate standard. PLEASE NOTE: if delegates do not have a good grounding in Excel skills they will be unable to keep up with the class, and we would strongly recommend our Excel for Accounting: Introduction course instead.

A SPECIALIST FAST TRACK TO USING EXCEL FOR ACCOUNTING

You'll not find a course that takes you through how to use Excel for accounting in a shorter time than our Fast Track course. You don't need to be an accounting professional to benefit: anyone who is involved in any kind of financial analysis or charting and wants to work better, faster and produce more professional results will find this course invaluable.

We don't cover the more basic elements as in our Introduction course, nor do we go to the highest levels of our Advanced course, but for sheer effectiveness in getting you really focused on Excel's accounting tools in just one day, you won't find better.


Want to see prices and options for delivery of your training?

MODULE 1:  Formatting Financial Data
Topics covered:
  • Using Formulas in Conditional Formatting
  • Modifying Rules
  • Top/Bottom Rules
  • Conditional Formatting
  • Custom Formatting
  • Currency/Accounting Formats
  • Number Formatting
MODULE 2:  Data Tools: Managing Your Data
Topics covered:
  • Consolidating Data with Summary Sheets
  • Consolidating Data by Category
  • Consolidating Data by Reference
  • Consolidating Data by Position
  • Consolidating Data across Sheets
  • Data Validation
  • Removing Duplicates
  • Flash Fill
  • Text to Columns
MODULE 3:  Formula Auditing
Topics covered:
  • Auditing via Trace Lines
  • Keeping Watch on Formula Values
  • Tracking Formulas
  • Evaluating Formulas
  • Error Checking Formulas
  • Trace Dependant & Precedent Data
MODULE 4:  LOOKUP Functions
Topics covered:
  • LOOKUP
  • HLOOKUP
  • VLOOKUP
MODULE 5:  Logical and Error Functions
Topics covered:
  • Array Formulas
  • IS Functions
  • IFERROR/IFNA
  • AND/NOT/OR Functions
MODULE 6:  WhatIf Analysis & Financial Modelling
Topics covered:
  • Creating a Forecast Sheet
  • Using Solver
  • Scenarios
  • Data Tables
  • Goal Seek
MODULE 7:  Specialist Financial Functions
Topics covered:
  • General: SLOPE, AVERAGE, EFFECT
  • Depreciation: SLN, DB
  • Rate of Return: IRR
  • Loan repayments: NPER, RATE, PMT, IPMT, PPMT
  • Future Value: FV
  • Present Value of an Investment: PV, NPV and XNPV
  • FORECAST Function
MODULE 8:  Using Pivot Tables
Topics covered:
  • Using Timelines in Pivots
  • Slicers
  • Using the Classic PivotTable Layout
  • Formatting a PivotTable
  • Displaying Data in PivotTables
  • Getting Started With PivotTables

Want to see prices and options for delivery of your training?

NEXT CLASS DATES
Microsoft Excel for Accounting Fast Track
Apr 21, 2020
Manchester Piccadilly
£249
Book Now
Apr 29, 2020
London Victoria
£249
Book Now
May 13, 2020
Leeds West One
£249
Book Now
May 18, 2020
Bristol Easton BS5
£249
Book Now
May 20, 2020
Tower Bridge
£249
Book Now
May 22, 2020
Birmingham Queensway
£249
Book Now

Don't see a date you want?

RELATED COURSES

Microsoft Excel Introduction

COURSE OUTLINE
[Duration: one day]

Excel Introduction

  • Getting Started with Microsoft Excel
  • The Excel Interface
  • Microsoft Excel Basics
  • Editing your Workbook
  • Printing and Viewing your Workbook
  • Working with Charts in Excel

Microsoft Excel Intermediate

COURSE OUTLINE
[Duration: one day]

Excel Intermediate

  • Advanced File Tasks
  • Working with Functions and Formulas
  • Managing Tables in Microsoft Excel
  • Data Tools in Excel
  • Doing More with Charts in Excel
  • Sparklines
  • Excel Styles and Themes

Microsoft Excel Advanced

COURSE OUTLINE
[Duration: one day]

Excel Advanced

  • Grouping & Outlining and Subtotals
  • What-If Analysis
  • PivotTables
  • Charting Pivoted Data
  • Advanced Excel Tasks
  • Creating HLOOKUP and VLOOKUP Functions
  • Introduction to Macros in Excel

Microsoft Excel Professional

COURSE OUTLINE
[Duration: one day]

Excel Professional

  • Advanced Conditional Formatting
  • Using Form Controls and Templates
  • Advanced Lookup Functions
  • Advanced Functions in Excel
  • Advanced Pivot Table Tools
  • Introduction to User Defined Functions Using VBA

Microsoft Excel VBA Introduction

COURSE OUTLINE
[Duration: one day]

Excel VBA Introduction

  • Recording and Running Macros in Excel
  • Introduction to the Excel VBA Editor
  • Creating Procedures and Functions
  • Working with the Excel Object Model
  • Controlling Program Flow

Microsoft Excel VBA Advanced

COURSE OUTLINE
[Duration: one day]

Excel VBA Advanced

  • Advanced Procedures
  • Advanced Variables
  • Interacting with Office Applications
  • Debugging and Error Traps
  • Creating Custom User Forms
  • Workbook and Worksheet Events

Microsoft Excel Dashboards

COURSE OUTLINE
[Duration: one day]

Excel Dashboards

  • Introduction to Dashboards
  • Inserting Graphics for a Dashboard
  • Specialist Functions and Formulas
  • Dashboard Navigation
  • Preparing your Workbook's Layout and Structure
  • Using Excel Objects for Specialist Dashboard Views
  • Using Macros and VBA with Dashboards


Excel Business Intelligence (BI)

  • Importing and Linking Data
  • Data Manipulation with Pivot Tables
  • Advanced Reporting Functions
  • Automating Reports with Controls
  • Advanced Charting Features

Microsoft Excel for Accounting: Introduction

COURSE OUTLINE
[Duration: one day]

Excel for Accounting: Introduction

  • Working with Functions and Formulas
  • Outlining, Grouping and Sub Totals
  • Protecting Your Spreadsheet
  • Presenting Data with Charts
  • Formatting Financial Data
  • Data Tools: Managing Your Data
  • Formula Auditing
  • LOOKUP Functions

Microsoft Excel for Accounting: Advanced

COURSE OUTLINE
[Duration: one day]

Excel for Accounting: Advanced

  • Logical and Error Functions
  • WhatIf Analysis & Financial Modelling
  • Specialist Financial Functions
  • Using Pivot Tables
  • More About Charts
  • Introduction to Macros
  • Advanced LOOKUP Functions
  • Advanced PivotTable Tools

DELEGATE FEEDBACK FOR OUR
MICROSOFT EXCEL FOR ACCOUNTING FAST TRACK COURSE

AVERAGE REVIEW: 4.2 out of 5  BASED ON 1 REVIEWS

Shunbagavelli Gibbons
, Aug 7 2019
"Clare is a fantastic trainer, very friendly and approachable and very helpful and supportive."


 
Course rating of 5 stars

MORE INFORMATION FOR
MICROSOFT EXCEL FOR ACCOUNTING FAST TRACK

General Information

All Activia excel accounts fast track has been created, reviewed and developed to ensure up to date provision and constantly improving standards of content. Our Microsoft Excel training is interactive and classroom-based which maximises learning through the ability to ask questions and discuss specific issues.

Class Sizes

Maximum class size for Microsoft Excel courses is 8 delegates, which ensures that attendees get adequate time for personal attention from the instructor. At some of our centres, the maximum class size is 6 delegates.

Note that we never cancel our scheduled classes -- even if there are only one or two delegates -- so once you have booked, your place is assured.

For training at your offices, we can deliver classes of up to 10 delegates, though with bigger class sizes you must understand that there is less time for questions from delegates, and this may affect the quality of their experience.

How to book
Course, dates and delegate numbers
Decide on the Microsoft Excel course you want, the date(s) you can attend, and the number of delegates involved
Training location
Also decide whether you want training at your offices or at one of our centres
Speedy course booking
You can use the Speedy Quote option to contact us for a quick price, or you can book online from the schedule on this website
Call us
if at any time you want help or advice, or you want to book on the telephone, just call us on 0333 6000 111 to speak to one of our friendly training advisors

Note: With non-credit card bookings you must sign and return a Booking Form before we can confirm your training.

Also note: If you are a private individual you must pay by credit card at the time of booking.

The confirmation process
Course places allocated
Your place is allocated, along with the trainer, workbooks and exercise files if appropriate
Booking confirmation
You receive an official confirmation, with joining instructions (and directions if it's at our centre)
Training invoice
You receive a VAT invoice

Note: Please allow 1 - 2 working days for your confirmation and invoice.

What happens on the day

If you are coming to our centre, dress code is smart casual.   Refreshments in the form of tea/coffee will be provided for morning and afternoon breaks, but please note that we do not provide lunch.   The timetable is as follows:

9:15

ARRIVAL TIME

9:30

TRAINING STARTS

11:00

MID-MORNING BREAK



1:00

ONE HOUR LUNCH BREAK

3:15

MID-AFTERNOON BREAK

4:30

WRAP UP

Note: break times can vary according to the needs of the training, and course duration for smaller class sizes are usually shorter because fewer delegates have fewer questions !

For training at your offices, this itinerary can be varied by prior arrangement.

What you get

With every Microsoft Excel training course with Activia, you get a free workbook as well as downloadable exercises, which match the course content exactly, so you can review and revise afterwards to reinforce your knowledge.

Every delegate on a Microsoft Excel course also gets an Activia Training Attendance Certificate.



GET IN TOUCH

Call us on:
0333 6000 111

   You can email us direct (You'll usually get a response within 2-3 working hours)
   Or fill out the details below and we'll be in touch very soon:
SEND MESSAGE
Information & Resources
Special Offers
Information Updates
About Activia
Admin Tools
Cloud Tools
Development Tests
Quality Assurance

[NOTE: Mouse over the titles above,
then to visit the website pages you want,
click on the links in the right hand panel]
About Activia Training
Silver Jubilee training offers
To celebrate our 25 years in business, we're offering prices you won't see anywhere else:
  • Prices cut by up to 30%
  • Scheduled Public Classes: Extra delegates for just £99
  • Training at Your Offices: Prices from £299
  • Training Vouchers: Prices for block tickets from £725
e-Directory
Training e-directory
More than a brochure
Download on to a PC or Mac and
reference whenever you like
Newsletter
Activia newsletter
Stay In Touch
Don't miss out on out latest courses,
resources and special offers
Training Vouchers
Training vouchers
The Smart Way to Organise Training
Activia's Training Vouchers allow you to purchase
your training in advance at big discounts
Useful Information
Useful information
What Would You Like to Know?
Information about how we work, and think,
what we provide and the resources we offer
Download Your Certificate
Get your course certificate
Sent Straight to Your Inbox

Download your Activia certificate: just enter a few details
GateWay Login
Training GateWay
Your Complete Learning Management System
Schedule and manage company-wide training requirements
E-Learning Dashboard
Online dashboard
Log in and Get Started

View and manage your online courses
and videos
Test Your Skills
Test your skills
Check Your Skill Level

Identify your skills gaps
with a simple online test
Build a Bespoke Course
Bespoke course builder
Create Your Own Bespoke Course Online
Get the most from your training by
using our unique bespoke form
Schedule Your Own
Schedule your own class
If You Can't See a Date
that Suits...
Arrange a public/open class
on a date of your choice
Assertiveness
Assertiveness test
Time Management
Time management test


Communication Skills
Communication skills test
Likeability
Likeability test
ISO9001
ISO9001 logo
Quality Assured continuously
since 2005

ISO9001 guarantees the quality of
operations and customer service
CPD Corporate Member
CPD corporate logo
CPD accredited courses:
quality content AND delivery

Get a CPD certificate with
most courses we deliver
ILM
ILM logo
See details of our ILM
development awards

Get official ILM certificates
after your training
Our Courses
Microsoft Desktop Software
Management
Project Management
HR, Training & Recruitment
Sales & Developing Business
Personal & Business Skills
Crystal Reports
 
Online Training: Videos
Online Training: Webinars
 
Use our Full Course Finder

[NOTE: Mouse over the titles above,
then to visit the website pages you want,
click on the links in the right hand panel]
Our courses
Select Your Course
We cover all you need
to improve productivity and
quality at work
Upgrade your skills in the shortest time!
Browse the categories on the left
but if you can't see what you want, click below:
Training course finder
Our Locations
London
South and South East
Midlands
North
 
About Our Training Centres
 
Training at Your Offices
 
Online Training: Videos
Online Training: Webinars

[NOTE: Mouse over the titles above,
then to visit the website pages you want,
click on the links in the right hand panel]
Our training centres
Activia's Centres in London
London Victoria training centre
60 Buckingham Palace Road
London
SW1W 0RR

0207 118 0069
Tower Bridge training centre
Tower Bridge Business Centre
46-48 East Smithfield
London
E1W 1AW
0207 118 0069
 
Activia's Centres in the South and South East
Reading training centre
9 Greyfriars Road
Reading
Berkshire
RG1 1NU
0118 418 1009
Bristol training centre
Easton Business Centre
Felix Road
Bristol
BS5 0HE
0117 259 1009
Milton Keynes training centre
Technology House
151 Silbury Boulevard
Milton Keynes
MK9 1LH
01908 984 151
Activia's Centres in the Midlands
Birmingham training centre
The McLaren Building
46 The Priory, Queensway
Birmingham
B4 7LR
0121 4011 369
Leicester training centre
Rutland House
23-25 Friar Lane
Leicester
LE1 5QQ
0116 416 1005
Nottingham training centre
Two King Street Nottingham
NG1 2AS

0115 7401 464
Activia's Centres in the North
Manchester training centre
111 Piccadilly
Manchester
M1 2HY
0161 207 1221
Leeds training centre
100-114 Wellington Street
Leeds
LS1 1BA
0113 4001 246
 
About our training centres
About Our Training Centres
With ten training centres, and a national network of trainers, we're sure to fit the bill for your training.
Training at Your Offices
How about this for easy training of groups of people?
All you need is a suitable room, and we can bring your training to you!
In house training
Ways to Contact Us
Email
Email Us Direct

Call
0333 6000 111 for Sales/Bookings
0333 6000 555 for Service
Callback request
Free Callback
If you'd like us to call you back, just fill in a simple form and we'll get back to you very soon!
More information
Request More Information
If you want more information, use our request form and we'll be in touch.



Contact us
Speedy Quote
If you can't see a price for what you want on the website, get in touch!

Feedback
Give Us Feedback
We always want to know what our customers think, so please contact us!

Schedule your own training course
Schedule Your Own
Only at Activia can you actually schedule your own Public/Open course.

Site Cookies
We have placed cookies on your device to help make this website better.

You can change your cookie settings in your browser. Otherwise, we’ll assume you’re OK to continue.

I'm fine with this