Excel Formula's Accountants & Financial Professionals Need to Know

Overview

Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.

Highlights

The Greatest Hits: Essential Formulas for Every Professional, Dynamic Array Mastery: FILTER, UNIQUE, and SORT, Power Query Integration: Feeding Your Formulas Clean Data, Modern Lookups: Moving Beyond VLOOKUP to XLOOKUP

Prerequisites

None

Designed For

Financial professionals that would like to have better knowledge of Excel

Objectives

Demonstrate the ability to locate data anywhere using Lookup formulas such as VLOOKUP, INDEX & MATCH, Make balance sheet calculations for depreciation & amortization using SLN, DB, DDB & VDB, Determine Interest and payment amounts using PMT, IPMT, NPV, IRR. Additionally how to visualize this data with Excel’s chart functionality, Discover how to do easy statistical analysis using excels, statistical tool pack and related functions., Leverage Excel’s table functionality to make writing formulas more efficient & Effective.

Preparation

None