Excel Functionality That Every Accountant Should Know: Beginner
Author: Stephen M. Yoss
| CPE Credit: |
2 hours for CPAs |
Financial professionals can transform their daily workflow with this comprehensive training designed specifically for accountants and business analysts. Participants will discover how to leverage advanced Excel formulas, including VLOOKUP, XLOOKUP, dynamic arrays, and logical functions that streamline complex calculations and automate routine tasks. This practical approach focuses on real-world applications, showing professionals how to reduce hours of manual work into efficient, automated processes that minimize errors and maximize productivity.
Beyond powerful formulas, participants will gain hands-on experience with pivot tables, the cornerstone of modern business reporting. The course demonstrates how to create dynamic reports, implement advanced calculations, and design intuitive data visualizations that enhance decision-making capabilities. Professionals will walk away with immediately applicable skills that strengthen their analytical capabilities, improve reporting efficiency, and add significant value to their organization. This course bridges the gap between basic Excel knowledge and the advanced techniques needed in today’s data-driven business environment, making it an essential investment for accounting professionals seeking to enhance their technical capabilities and career growth.
Publication Date: March 2025
Designed For
Accounting professionals seeking to advance their Excel skills for improved reporting efficiency.
Topics Covered
- Excel Formula Solutions for Daily Accounting Tasks
- Pivot Tables for Advanced Financial Reporting
- Excel Productivity Tools for Financial Analysis
Learning Objectives
- Identify advanced Excel formulas to automate common accounting and financial calculations
- Explain how to apply lookup functions and dynamic arrays to streamline complex financial data analysis
- Explain how to construct powerful pivot tables for comprehensive financial reporting and data visualization
- Explain how to analyze large datasets using Excel’s most effective accounting and reporting tools
- Explain how to organize financial data using combination text, date, and lookup formulas
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Specialized Knowledge (2 hours)
Program Prerequisites
None
Advance Preparation
None
