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Excel for Accounting

Excel for Accounting

1h 9mIntermediate2022-09-15

Authors

Madecraft

Madecraft

Full-Service Learning Content Company

Steve Friedman

Steve Friedman

Founder and Chief Instructor of Rockstar Excel

Course details

Excel is one of the most important skills for an accountant to have, but it can be tough if you’re unsure of where to start or how to complete a specific task. It’s easy to feel overwhelmed and not know where to start using the many functions available in Excel. In this course, Steve Friedman, the founder and Chief Instructor of Rockstar Excel, teaches you skills to ensure you can confidently leverage Excel in your role as an accountant. He shares essential formulas to use and shows you how to use tools like Pivot Tables, XLOOKUPs, and SUMIFs. He explains how to build and utilize an Excel Toolkit, spot errors quickly and easily, and refine your skills to become a power user. If you’re looking for some clarity and direction in your Excel learning journey, join Steve in this course.

Skills covered

Accounting SkillsSpreadsheetsMicrosoft ExcelFinance and AccountingEssential TrainingBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

  • 01 - Being good at Excel

1. Your Excel Toolkit

  • 02 - Absolute and relative references
  • 03 - Using references to build spreadsheets
  • 04 - Loan and financial functions
  • 05 - Date functions
  • 06 - How time works in Excel

2. Becoming a Power User

  • 07 - IF formulas
  • 08 - Using XLOOKUP
  • 09 - Importance of VLOOKUP
  • 10 - Pivot tables
  • 11 - COUNTIF and SUMIF
  • 12 - COUNTIFS and SUMIFS
  • 13 - SUMIF(S) for accounting and finance
  • 14 - Charts and graphs
  • 15 - Error checking

3. Continuing Your Excel Journey

  • 16 - Excel best practices
  • 17 - Common problems and troubleshooting

Conclusion

  • 18 - Let's get started

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