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Courses/Office Productivity/NASBA - Computer Software & Applications

Exceptional Excel - Advanced Skills for Accountants

Mastering Spreadsheet Integrity: Proven Techniques for Disaster Recovery, Lookup Functions, and Power Query Automation

Created byLambers Inc.
4.0
(1 reviews)
BeginnerUpdated Jan 22, 2025
Exceptional Excel - Advanced Skills for Accountants

What You'll Learn

check_circleApply a variety of lookup functions in order to work more efficiently in Excel
check_circleRecognize why the INDEX and MATCH combination is often superior to VLOOKUP or HLOOKUP
check_circleContrast pivot tables to lookup functions
check_circleIdentify and resolve common Excel errors (e.g., #N/A, #SPILL!) when working with dynamic arrays and advanced functions

About This Course

Accountants rely on Excel daily; mastering its advanced features is crucial for efficiency, accuracy, and strategic insight. This course dives deep into powerful techniques to transform the way you work with data, automate tedious tasks, and safeguard your valuable spreadsheets.

Learn to:

  • Implement robust disaster recovery techniques to protect your critical workbooks from loss or corruption using AutoRecover, Unsaved Workbooks, OneDrive, and Always Create Backup settings.
  • Master powerful lookup functions, from foundational VLOOKUP and flexible INDEX/MATCH to the dynamic capabilities of XLOOKUP (for Excel 2021/M365), enabling seamless data retrieval and analysis, including looking left, dynamic lookups, multi-criteria searches, and handling common data issues.
  • Harness the power of Power Query to automate repetitive data cleaning, transformation, and reporting processes like removing rows and columns, filling data down, filtering, and changing data types, creating 'set and forget' reports.
  • Utilize Named Ranges to simplify formulas, improve navigation, and enhance workbook documentation, and explore the LET function (for Excel 2021/M365) to write cleaner, more efficient complex calculations by defining variables within a formula.
  • Understand and troubleshoot common data-related errors, such as #N/A and #SPILL!, often encountered when working with advanced functions and dynamic arrays.

Move beyond basic formulas and functions. Develop the advanced Excel skills necessary to automate tasks, analyze data more effectively, and confidently handle complex accounting challenges. This course provides practical, step-by-step guidance to help you become an exceptional Excel user in your accounting role.

Your Instructors

Lambers Inc.
Lambers Inc.
menu_book146 courses
star5,391 reviews

Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

David H. Ringstrom
David H. Ringstrom

CPA

David H. Ringstrom, CPA, is President of Accounting Advisors, Inc., a spreadsheet and database consulting firm. He is a Certified Public Accountant, a technical editor for the For Dummies book series, and the author or co-author of five books, including previous editions of QuickBooks

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.0
Student's Choice
1 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.