Excel is one of the primary tools of the accountant. It is needed for many accounting activities, such as tracking the contents of accounts and conducting financial analyses. However, Excel is a massive program with hundreds of commands and quirky formatting options. In Introduction to Excel, we cover the basics of setting up and populating an Excel worksheet, as well as producing well-organized outputs. Topics covered include the menu system, formatting, named styles, templates, and a variety of printing options.
Learning Objectives
Upon successful completion of this course, participants will be able to:
Explain how the ribbon system works.
Describe cells and ranges.
Identify how keystrokes can replace the mouse to trigger menu commands.
Specify where high-volume commands are located on the screen.
Describe the different uses of a table within a worksheet.
Explain the differences between the Autocomplete and Autofill functions.
Describe how cell and range formatting can be accomplished.
Identify the warnings used when column widths are too narrow.
Specify the more common Ctrl-letter combinations used to trigger worksheet commands.
Identify the different variations on the Paste command.
Explain how range naming works within a worksheet.
Describe the uses to which the undo function can (and cannot) be put.
Specify how named styles and themes are used.
Major Topics
Worksheets and Workbooks
Worksheet Navigation
Shortcut Menus
Creating a Workbook
Worksheet Data
Numeric Formatting
Range Names
Table Functions
Workbook Topics
Excel Templates
