EXCEL FOR ACCOUNTING: INTRODUCTION
The best solution for Excel Accounts CourseA hands-on one-day course with free pre-course online skills testing
Note: this Excel for Accounting: Introduction 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.
Full details of modules and topics covered in this one-day course
This course covers 2010, 2013 and 2016 versions
This is a one-day training course structured into 8 modules
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.
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.
- 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
- Using Sub Totals for Financial Data
- Using the Sub Total Tool
- Outlining & Grouping Data
- Encrypting Excel Files
- Sharing Workbooks
- Password Protecting Specific Ranges
- Applying Workbook Protection
- Applying Worksheet Protection
- Protecting the Workbook File
- 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
- Using Formulas in Conditional Formatting
- Modifying Rules
- Top/Bottom Rules
- Conditional Formatting
- Custom Formatting
- Currency/Accounting Formats
- Number Formatting
- 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
- Auditing via Trace Lines
- Keeping Watch on Formula Values
- Tracking Formulas
- Evaluating Formulas
- Error Checking Formulas
- Trace Dependant & Precedent Data
Don't see a date you want?
[Duration: one day]
- 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
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.
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.
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.
Note: Please allow 1 - 2 working days for your confirmation and invoice.
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:
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.
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.