Exceptional Excel - Basic Skills for Accountants

Become an "Exceptional Excel" user with this basic skills course tailored for accountants. Stop letting Excel push you around and learn to leverage its power for greater efficiency and accuracy in your daily tasks.

This course dives into essential Excel features and functions specifically chosen to streamline accounting workflows. You will gain confidence in handling data and building robust spreadsheets by mastering:

• Reliable Data Summation: Go beyond basic sums with techniques like employing buffer rows for future-proof totals, drilling through multiple worksheets, and using the versatile SUBTOTAL function which intelligently ignores other subtotals.
• Advanced Aggregation: Utilize the powerful AGGREGATE function to perform calculations while automatically ignoring errors or hidden rows, ensuring accurate results even in imperfect data sets.
• Lookup and Summarization: Master the SUMIF and SUMIFS functions to quickly summarize data based on single or multiple criteria, enabling dynamic reports and analyses.
• The Dynamic Table Feature: Discover how converting data ranges into Excel Tables automates formula propagation, creates self-expanding charts, simplifies adding total rows, and enables interactive filtering using Slicers. Learn how Tables serve as a robust data source for Pivot Tables.
• Data Table for What-If: Explore the Data Table feature for efficiently comparing results based on one or two variable inputs, useful for loan amortization or other scenario analyses.
• Essential Time-Saving Shortcuts: Boost productivity with navigation shortcuts (Control+End, Control+Arrow, Home), quickly toggling full screen view, customizing the Quick Access Toolbar for immediate access to tools like cell locking and filtering, and efficiently switching between open workbooks.
• Leveraging Templates: Learn to quickly insert built-in templates, such as loan amortization tables, and explore the extensive online template gallery.
• Workbook Maintenance: Understand steps to open and potentially repair Excel workbooks that may appear damaged.

By completing this course, you will significantly enhance your basic Excel capabilities, reducing manual effort, improving data integrity, and allowing you to focus on valuable analysis rather than tedious data manipulation.