Excel for Accounting & Finance Professionals

Curriculum

Overview

Course Outline:

Microsoft Excel is one of the most essential applications to any modern Accounting and Finance Professional. This hands-on workshop is part of the Professional Skills Series, designed specifically for accounting and finance professionals with the most common and advanced tools, commands, functions, and features.

This is great content for the accounting and finance professionals for all levels to assemble the excel knowledge to collect, organize, record, process, analyze and efficiently work with data for reporting proficiently.

Who the Course is For:

Regular Excel Users
Accounting & Finance Managers
Management Reporters
Decision Makers

General Excel Skills Where We Spend Most of the Time

Designing and setup the spreadsheet to manage data
Various text, number, and date formatting
Using shortcuts to enhance your productivity
Various auto-filling techniques
Customizing page setup to print professionally

Essential Formula Skills for Data Conversion

Using $ sign in the formula
Using name for a cell or range
Breaking large formula and debugging part by part
Functions for re-shaping Texts
Functions for separating required portion
Cell Joining with customized texts

Logical Statements with Multiple Conditions

IF() and IFS() conditions
IF() condition with AND/OR

Data Matching and Lookups

VLOOKUP function
HLOOKUP function
INDEX+MATCH function
OFFSET function
XLOOKUP function
Reconciliation techniques

Data Visualization and Presentation

Customizing the various chart elements
Column chart and bar chart
Presenting Budget Vs Actual with a line chart
Waterfall chart – Presenting Income Statement
Customizing Pie chart
Trend analysis using Sparklines

Reporting with PivotTable & PivotChart

Designing PivotTable Data set
Creating a report using PivotTable
Drill down the PivotTable data
Adding Calculated columns and items
Various PivotTable option settings
Creating dashboard report using PivotTable
Creating Income Statement using PivotTable
Various advanced tips & tricks on PivotTable

What-if Analysis

The Goal Seek command
Sensitivity analysis using Data Table command
Using The Scenario Manager
Using The Solver Add-in Tool
Creating Forecast sheet considering historical values

Financial Functions

Calculating Future value
Calculating Present value
Calculating Net Present value
PV of annuity
FV of annuity
Preparing a complete loan schedule

Depreciation Functions

Straight-line depreciation method
Declining Balance depreciation method
Double Declining Balance depreciation method

Note:

After completing every lesson click on the “COMPLETE” button the go to the next lesson.
Must set up your first name, last name, and display name from settings of your profile for your certificate.
don’t click on the “FINISH COURSE” button.
If you click on the “FINISH COURSE” button then the course will be finished and a Certificate will be generated.
More details: https://thrivingskill.com/faqs/

Training Instructor: