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Courses/Office Productivity/NASBA - Computer Software & Applications

Exceptional Excel - Basic Skills for Accountants

Unlocking Excel's Full Potential for Accounting Professionals: A Comprehensive Guide to Streamline Spreadsheets

Created byLambers Inc.
4.3
(4 reviews)
BeginnerUpdated Jan 22, 2025
Exceptional Excel - Basic Skills for Accountants

What You'll Learn

check_circleDefine the argument within Excel's SUBTOTAL function that sums columns or rows.
check_circleIdentify which versions of Excel permit using slicers with both tables and pivot tables.
check_circleIdentify the command that you use to active Quick Access Toolbar shortcuts.
check_circleApply the Data Table feature for what-if analysis to compare financial scenarios using variable inputs.

About This Course

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.

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

4.3
Student's Choice
4 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.