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Introduction
 Introduction
 

EXCEL FOR ACCOUNTING: INTRODUCTION

The best solution for Excel Accounts Course

A hands-on one-day course with free pre-course online skills testing
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COURSE OUTLINE

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

VERSIONS COVERED

This course covers 2010, 2013 and 2016 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 introduction to using Excel for accounting applications in the office.

It teaches the basics of what's needed to record, work with and display all types of financial data, without the time-wasting distraction of more general Excel courses which cover subjects that aren't directly relevant to an accounting function.

TARGET AUDIENCE

This course has been designed for anyone who uses 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 the basics of using Excel in a Microsoft Windows environment.  A good level of numeracy is assumed.

A SPECIALIST INTRODUCTION TO EXCEL FOR ACCOUNTING

Here in one place is a great new course, specifically designed to introduce delegates to using Excel for accounting jobs. That includes people producing any kind of financial analysis or charting, as well as accounting professionals.

In 8 highly focused modules, it takes you from the basics of Functions and Formulas, through Charts and Formatting, to LOOKUP functions.

And we look at presenting your results with charts and formatting, as well as the nuts and bolts of analysing financial data.


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

MODULE 1:  Working with Functions and Formulas
Topics covered:
  • Text Functions in Excel
  • Creating Named Cells and Ranges
  • Using the IF Function and Nested IF
  • Using SUMIF & AVERAGEIF
  • Using SUM across Multiple Ranges
  • Formulas with Absolute References
  • Formulas v Functions
MODULE 2:  Outlining, Grouping and Sub Totals
Topics covered:
  • Using Sub Totals for Financial Data
  • Using the Sub Total Tool
  • Outlining & Grouping Data
MODULE 3:  Protecting Your Spreadsheet
Topics covered:
  • Encrypting Excel Files
  • Sharing Workbooks
  • Password Protecting Specific Ranges
  • Applying Workbook Protection
  • Applying Worksheet Protection
  • Protecting the Workbook File
MODULE 4:  Presenting Data with Charts
Topics covered:
  • Enhancing a Chart With Titles & Tables
  • Enhancing a Chart With Drawing Tools
  • Adding Chart Elements
  • Formatting Charts
  • Working With Chart Options
  • Selecting Chart Data
  • Creating Charts
MODULE 5:  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 6:  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 7:  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 8:  LOOKUP Functions
Topics covered:
  • LOOKUP
  • HLOOKUP
  • VLOOKUP

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

NEXT CLASS DATES
Microsoft Excel for Accounting: Introduction
Jun 12, 2019
Leeds West One
£249
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Jun 19, 2019
Birmingham Queensway
£249
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Jun 19, 2019
Tower Bridge
£249
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Jul 9, 2019
London Victoria
£249
Book Now

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MORE INFORMATION FOR
INTRODUCTION

General Information

All Activia excel accounts course 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.



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