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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:
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
Sep 13, 2019
Manchester Piccadilly
£249
Book Now
Sep 20, 2019
London Victoria
£249
Book Now
Oct 2, 2019
Leeds West One
£249
Book Now
Oct 9, 2019
Tower Bridge
£249
Book Now

Don't see a date you want?

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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

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0333 6000 111

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