Practical Excel Topics for Today's Accountant

Overview

This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.

Highlights

• Data validation
• Underutilized, but powerful, formulas
• Formulas for manipulating, transforming, and cleansing data
• Formulas for data analysis
• Reference formulas such as =VLOOKUP
• Pivot tables
• Solver as a tool for performing multivariate analysis
• Mail merge
• Custom formatting

Prerequisites

Basic familiarity with Microsoft Excel

Designed For

Public accounting professionals seeking a deeper, more practical understanding of Microsoft Excel

Objectives

• Apply a variety of advanced formulas to analyze and manipulate data
• Identify solutions to data analysis problems
• Identify how Excel can be used as a tool to address data analysis problems encountered in client engagements
• Explore ways to enhance engagement efficiency using Excel

Preparation

None