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K2's Excel Tips, Tricks, and Techniques for Accountants

  • 06/24/2022
  • 9:00 AM - 4:30 PM
  • Webinar - K2

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Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.

Learning Objectives:

  • Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  • Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
  • Utilize various formula building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  • Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports

          CPE credit: 4 Accounting 4 Computer Software and Applications

          Prerequisites: Fundamental knowledge of Microsoft Office Excel 2013 or newer

          Instructor: Mac McClelland

          Program level: Advanced

          Advance preparation: None

          Who should attend:  Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively


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