K2's Excel Tips, Tricks, and Techniques for Accountants

Overview

Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes.

Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.

Highlights

Fundamental Excel techniques all accounting and financial professionals should know and use

Creating date-based calculations in Excel

How to create Excel templates

Key options you should enable in Excel

Linking data in Excel

Prerequisites

Fundamental knowledge of Microsoft Office Excel 2019 or newer

Designed For

Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

Objectives

Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting

Customize Excel's user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency, and create and use Templates to increase efficiency and productivity

Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references

Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports

Preparation

None

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Mac McClelland, Mac McClelland, an attorney and accou, K2 Enterprises

Leader Bios

Mac McClelland, Mac McClelland, an attorney and accou, K2 Enterprises

Mac McClelland, MBA, JD, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, La., and Network Management Group of Hutchinson, Kan. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting. He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence. MCClelland has been published in leading business and practitioner journals, including Computers in Accounting, Journal of Accounting Education, and the top rated Journal of Accounting Research.

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