Excel Functionality That Every Accountant Should Know

Overview

Excel is the default program for many financial professionals-and highly effective-if used correctly. It can be used for everything from simple tabular analysis to creating in-depth aggregate pivot tables. This course will give participants the necessary tools to turn data into meaningful information and will examine cutting edge ways to store, retrieve, report, and analyze data using Excel and plugins. It will provide recommendations on how to more efficiently use Excel and potential traps to avoid.Participants are encouraged to bring their technology devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets, and demo tools. Financial professionals will walk away from this course with valuable tools and insights into understanding, managing, and utilizing data in an organized and meaningful manner inside their organizations.

Highlights

Review of Tables and how they improve virtually every operation in Excel. , Discuss essential Excel functions and features that every financial professional should know how to use. , Review how to collaborate with colleagues in real-time with OneDrive or SharePoint. , Review PivotTables and their significant features. , Take a detailed look at Power Query and how this tool can revolutionize your workflow.

Prerequisites

None

Designed For

Financial professionals that would like to have better knowledge of Excel

Objectives

Describe the features and functions of Excel Tables and data modeling., List and detail Excel functions that are the most useful for financial professionals., Outline the main features and functionalities of Power Query and how it can be used to improve organizational reporting., Demonstrate how to create a pivot table in Excel and how to utilize their major functions., Describe the purpose and intention of Microsoft Power BI. Explain how it can be a great complement to Excel for financial reporting.

Preparation

None