Fast Track Excel in Accounts from Activia

Microsoft Excel for Accounting Fast Track

A 1-Day Training Course

Course Content

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.

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.

Who Should Attend

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.

Course Outline
This course is a 1-day training course structured into 8 modules.
Module 1
Formatting Financial Data
Topics covered
  • Number Formatting
  • Currency/Accounting Formats
  • Custom Formatting
  • Conditional Formatting
  • Top/Bottom Rules
  • Modifying Rules
  • Using Formulas in Conditional Formatting
  • Module 2
    Data Tools: Managing Your Data
    Topics covered
  • Text to Columns
  • Flash Fill
  • Removing Duplicates
  • Data Validation
  • Consolidating Data across Sheets
  • Consolidating Data by Position
  • Consolidating Data by Reference
  • Consolidating Data by Category
  • Consolidating Data with Summary Sheets
  • Module 3
    Formula Auditing
    Topics covered
  • Trace Dependant & Precedent Data
  • Error Checking Formulas
  • Evaluating Formulas
  • Tracking Formulas
  • Keeping Watch on Formula Values
  • Auditing via Trace Lines
  • Module 4
    LOOKUP Functions
    Topics covered
  • VLOOKUP
  • HLOOKUP
  • LOOKUP
  • Module 5
    Logical and Error Functions
    Topics covered
  • AND/NOT/OR Functions
  • IFERROR/IFNA
  • IS Functions
  • Array Formulas
  • Module 6
    WhatIf Analysis & Financial Modelling
    Topics covered
  • Goal Seek
  • Data Tables
  • Scenarios
  • Using Solver
  • Creating a Forecast Sheet
  • Module 7
    Specialist Financial Functions
    Topics covered
  • FORECAST Function
  • 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 8
    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



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