Last Updated on by

Accounting and Finance professionals need to have an extensive capability in Spreadsheet (Excel or LibreOffice Calc). That’s why we have put together a four module Excel course that will help students (especially young graduates) master the specific spreadsheet functions and capabilities that are necessary for professionals in finance and accounting roles.

Module 1 (3 hours): A Must-Have Skills for Finance and Accounting Roles

Overview: There are certain skills that everyone using Excel or LibreOffice Calc must have. That is, the ability to enter text, data, create workbooks, worksheets and use the basic functions like summing and sorting. For normal business people, knowing this is enough for them throughout their career. Meanwhile, for finance and accounting professionals, this skill is just a pre-requisite to the real must-have skills that they will use in the tax, accounting and finance world. The first module will give you a thorough background of Excel with time-saving shortcuts and strategies used by finance professionals to boost their spreadsheet productivity.

Module 1 Topics:

  • You will learn more about summing like better ways to sum by not using the “sum” function.

  • Excel pitfalls and how to go about them

  • Important keyboard shortcuts for finance and accounting professionals

  • Other alternatives to hide rows and columns

  • Best and fastest methods to navigate between workbooks and files

  • Structuring worksheets in such a way that embedded functions will include any newly inserted rows

  • How to use Excel with Styles

Module 2: Control Your Data with Tables and Conditional Summing

This module explores the powerfull concept of splitting data from reports and the mechanics that enable this technique. It is all about the Tables features and the function that lets you control your data with tables in the multiple condition summing function. We will look into them fully and later apply them in various ways.

Module 2 Topics:

  • Know when and how to use the Table feature

  • Store data using the Table object

  • Mastering the various function arguments for conditional summing

  • Aggregate table data by using multiple-condition summing function

  • Building crosstab style reports

Module 3: Get the Most out of the PivotTable

The PivotTable is one of the most advanced Excel capabilities used by finance and accounting professionals. PivotTables are essentially used to summarize data in Excel reports. It may sound easy in the ears, but requires advanced Excel skills to build. If you haven’t yet explored PivotTables, then it’s time you get started.

Module 3 Topics:

  • Basics of PivotTable functionalities and capabilities

  • Retrieving data from a database and feeding it into a PivotTable

  • How to feed PivotTables with external data sources

  • Using Excel’s web browser to pull data from the web into Excel PivotTable