Almost every accountant uses Excel, but most don’t use it as efficiently and effectively as they could or should. Participate in this session to learn various accountant-centric Excel tips, tricks, and techniques to leverage Excel for your benefit.
Learning Objectives
• Choose appropriate tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
• Identify options for customizing Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
• Use various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
• Compare options for summarizing and analyzing data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
Major Topics
• Fundamental Excel techniques all accounting and financial professionals should know and use
• Creating date-based calculations in Excel
• How to create Excel templates
• Key options you should enable in Excel
• Linking data in Excel
