Staff accountants often need guidance to learn which features can help them create effective Excel workbooks. This course will teach them about many of Excel’s accounting-centric features enabling them to work more efficiently and generate accurate results.
Product Code
1000004794-138529
Credit Type
CPE: 8
CPE-Non-Technical: 8
NASBA Field of Study
Computer Software & Applications
Level of Difficulty
Intermediate
Prerequisites
Fundamental knowledge of Microsoft Excel
Advance Preparation
None
Learning Objectives
Identify five critical best practices associated with creating workbooks
Use PivotTables and PivotCharts to quickly summarize and present data without generating formulas
Select from functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM, when creating financially-oriented calculations in your worksheets
Use Tables from ranges of Excel data and identify the primary advantages of working with Tables
Apply formats quickly and efficiently to Excel reports and understand the importance of Styles
Use date-oriented data in Excel and create calculations involving the passage of time
Major Subjects
Best practices for creating and working with Excel workbooks
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. During his professional career, Tommy has gained valuable ex...