Uncategorized – AppExcel

Course Introduction Microsoft Excel is the most popular spreadsheet application globally. The grasp of Excel skills is lifeblood of an accountant in any organization. Just like a peasant farmer requires a hand-hoe and a tractor to a commercial farmer, so is Excel to an Accountant. Spreadsheet knowledge to an accountant is like a compass (talk GPS in modern times) to a pilot. Check out the site for more details. In many (all) organizations, tasks in the ‘Accounts Section’ range from: (a) Entry of records, preparation of trial balance, management accounts and final accounts, business reporting and financial planning. This course equips an accountant and, indeed, anyone working in the Accounts Department/Division/Unit to quickly manage and consolidate data, generate business reports and other tools required for financial planning. Work is livelihood but also work should be fun. Excel makes work fun for an accountant and anyone handling data. Say no to work headache, avoid stress. Deliver reports in a fraction of the time. Avoid late nights at work, enjoy free time. An Accountant skilled in excel will most likely work smart. Unlike academic knowledge crammed to pass exams, the skills learned in this course are for a lifetime. Time and resources invested in building Excel skills are a lifetime investment with a very HIGH RETURN ON INVESTMENT. Finally, this is a training like no other. Not only does it impart skills imbedded in the Excel application, the training customizes the skills to the daily challenges of the Accounts function. And guess what? The skills in this lesson are golden to non-Accountants; for they have nothing to do with GAAP or IFRS. Excel Skills are life skills. What you will learn in this Course Over 30 lessons! More than a dozen hours of lessons with playback options available for repeat/replays. Key lessons include: · Top short cuts for spreadsheet efficiency; · Prepare bank reconciliation template; · Prepare invoicing template; · Key utilities, fill down, and so much more. · Pivot Table to quickly analyze large data (extended commands including data banding, conversion of values to percentages, conditional formatting to visualize pivot tables as charts, pivot charts, use of measures to stabilize pivot table formats, filtering pivot tables, and many more); · Quickly clean data with delimiters using the Text-to-Column Command; · Filter data in new location and maintain the view of the filter criteria using the Advanced Filter Command; · Filter data in same location, text filters, color filters; · Filtering using slicers; · Key financial formulas for loan amortization; · What-if-analysis: Run model scenarios and sensitivity analysis on loan amortization schedules; · Manage payroll and HR data: Generate schedules of staff retirement, vesting dates, employee retention and longevity of service; · Most popular and versatile formulas for data management: o VLOOKUP, o INDEX, o MATCH, o XLOOKUP, o COUNTIFS, o SUMIFS, o SUMPRODUCT, o DATE, o EOMONTH, o LEN, o PROPER, o UPPER LOWER o And other text formulas · Computation of income tax based on tax bands. Super skill. · Data validation to control data quality and minimize errors; · Conditional formats to communicate business reports; · Named ranges in excel; · And so much more.

Category: Uncategorized

Excel super skills for Accountants

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