This training focuses on how Accountants use excel to facilitate their work. By the end of this training you will develop the excel skills needed to become an effective Accountant at your work place and will be on course to become the Excel darling person at your office place. During the training, participants will be given a large dataset to manipulate in order to build competencies in Excel. Also you will have the opportunity to use excel to design accounting systems for a company. Find below the outline of the training:

 

  • Using SUMIF and SUMIFS functions to produce reports
  • IF and nested IFs, IF and OR functions
  • CONCATENATE function
  • VLOOKUP and HLOOKUP and nested VLOOKUP to lookup values
  • Two way lookups such as INDEX and MATCH
  • Combining the DATE and IF Functions to produce AGED DEBTORS and AGED CREDITORS Reports
  • Using CONDITIONAL FORMATTING to make your reports beautiful
  • Named ranges to facilitate easy construction of formulas
  • ARRAY formulas
  • Using SUMPRODUCT
  • Using OFFSET function in a sum function to make your sum formula dynamic
  • Using excel for reconciliation
  • Extracting data using RIGHT / MID / LEFT / FIND functions.  Using goal seek
  • Dashboards to highlight you financial results to the end user.
  • Using OFFSETS for data rearrangements
  • Using PIVOT charts to diagrammatise your reports
  • PIVOT table slicers
  • Using pivot tables to produce reports including checking if the trial balance is accurate, producing the P&L etc.
  • Employing the benefit of Macros
  • How to use which formula under what circumstances
  • Excels shortcuts to make you faster as an accountant
  • Hyperlinks