K2's Excel Essentials for Staff Accountants

Overview

You could pay $0 for this course!
This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-3086. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

Highlights

• Best practices for creating and working with Excel workbooks • Effectively using Excel functions when creating formulas • The importance of PivotTables in modern reporting environments • Best practices for formatting your workbooks

Objectives

• List five critical best practices associated with creating workbooks and constructing workbooks that comply with these principles • Utilize PivotTables and PivotCharts to quickly summarize and present data without generating formulas • Build sophisticated formulas to assist with reporting and analysis, including those that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM • Create Tables from ranges of Excel data and identify the primary advantages of working with Tables • Apply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill • Work with date-oriented data in Excel and create calculations - such as those involving depreciation expense and interest accruals - involving the passage of time