Hand-On Excel

for CPAs and Accounting Professionals

A comprehensive collection of the features, functions and techniques of Microsoft Excel.

Suitable for CPAs and accounting professionals

15+ learners accomplished

About This Course

This compressive hands-on course is to provide a comprehensive collection of the features, functions, and techniques that offer the most benefits to CPAs and accounting professionals. Learners should have some basic ICT skills in order to learn this training course.

 

Many People believe that Excel is useful to accountants because accountants are number crunchers, and there is no better tool than Excel for crunching numbers and counting beans. However, number crunching is only a small part of Excel’s true utility for accountants. The true source of Excel’s power for us lies in the fact that much of our work recurring. That is, we repeat the same process or procedure each day, week, month, or quarter. Thus, when we use Excel correctly, and use the proper approaches, techniques features, and functions, we can perform a mechanical recurring task in as little as zero time.

 

This hands-on Excel course demonstrates the features and functions that enable you to use Excel in ways that your never thought possible. However, much of the content is dedicated to illustrating the features and functions that enable you to automate nearly any data-driven mechanical task, whether fully or partially. There is no substitute for human judgment, review, and thoughtfulness in your work, but if a task is purely mechanical, changes are better than not that you’ll be able to automate it.

Who is this course for?

This compressive course is for CPAs and Accounting Professionals who needs to explore and leverage the power of Excel.

 

What you will learn

  • The features, functions, and techniques that are useful to all accountants regardless of the type of work they do
  •  Additional features and functions, while also revisiting and expanding on items covered previously.
  • Advanced topics and sophisticated automation techniques. These generally require a level of proficiency with Excel
  • How to be able to do all of Excel tasks faster

Course Outline

Chapter 1: Powerful Excel Features for Accounting Purpose

  • Lesson 1: Excel Conventions
  • Lesson 2: Important shortcuts
  • Lesson 3: Named Reference
  • Lesson 4: Tables
  • Lesson 5: Data Validation
  • Lesson 6: Conditional Formatting
  • Lesson 7: Better Summing
  • Lesson 8: Highlight Input Cells
  • Lesson 9: Workbook Organization
  • Lesson 10: Worksheet Organization
  • Lesson 11: Nested Functions
  • Lesson 12: Selection Groups

Chapter 2: Hands-free Reporting using Formulas and Functions

  • Lesson 1: Selected Shortcuts
  • Lesson 2: Conditional Summing Basics with SUMIFS
  • Lesson 3: Remove Duplicates
  • Lesson 4: Lookup Basics
  • Lesson 5: Improve VLOOKUP with MATCH
  • Lesson 6: Improve VLOOKUP with VALUE and TEXT
  • Lesson 7: Moving Beyond VLOOKUP with INDEX
  • Lesson 8: Trap Errors with IFERROR
  • Lesson 9: The IF Function
  • Lesson 10: List Comparisons
  • Lesson 11: The ISERROR Function
  • Lesson 12: Multicolumn List Comparisons with COUNTIFS
  • Lesson 13: Indentation
  • Lesson 14: Perform Lookups with SUMIFS
  • Lesson 15: Determine the Last Day of the Mount with EOMONTH
  • Lesson 16: Date Parts-MONTH and YEAR
  • Lesson 17: Build Your Own Date with DATE
  • Lesson 18: Concatenation Basics
  • Lesson 19: Improve SUMIFS with CONCATENATE
  • Lesson 20: Dynamic Headers
  • Lesson 21: Horizontal Reports
  • Lesson 22: Mapping Tables
  • Lesson 23: Data Validation and Reporting
  • Lesson 24: Improve Error Check with Boolean Values and the AND Function

Chapter 3: PivotTable for Financial Reporting

  • Lesson 1: PivotTable Basics
  • Lesson 2: Row Field
  • Lesson 3: Value Fields
  • Lesson 4: Column Fields
  • Lesson 5: Filter Fields
  • Lesson 6: Updating Data
  • Lesson 7: Groups and Subtotals
  • Lesson 8: Value Formats
  • Lesson 9: Working with PivotTables: Options
  • Lesson 10: Report Layout and Design
  • Lesson 11: Multiple Value Fields
  • Lesson 12: Calculated Field
  • Lesson 13: Calculated Items
  • Lesson 14: Show Values As
  • Lesson 15: Sorting
  • Lesson 16: Filtering
  • Lesson 17: Hybrid Reports with GETPIVOTDATA
  • Lesson 18: External Data
  • Lesson 19: Text Files
  • Lesson 20: Data Preparation
  • Lesson 21: Accounting System Data

Chapter 4: Advanced Excel for Accounting

  • Lesson 1: Sorting and Filtering
  • Lesson 2: Outlining
  • Lesson 3: Protecting
  • Lesson 4: Hyperlink Features
  • Lesson 5: Excel Functions
  • Lesson 6: JE Preparations
  • Lesson 7: Budget Ideas
  • Lesson 8: What-If Analysis
  • Lesson 9: Common Workpapers
  • Length

8 weeks

  • Effort

8 hours per week

  • Institution

iNet College

  • Price

250,000 MMK

  • Sectons

Weekday Section

Monday to Thursday

(2 hours per day)

Weekend Section

Saturday to Sunday

(4 hours per day)

  • Upcoming class

April 00, 2019

Saturday to Sunday

1 pm – 5 pm

April 00, 2019

Monday to Thursday

5 pm – 7 pm

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