Excel Skills Booster for Accountants

(68 customer reviews)
by

This course examines what Excel can offer accountants. Become confident in using fundamental and advanced Excel functions and features including conditional calculations and IF statements, lookups, tables, PivotTables and dynamic arrays.

£150 +VAT

4 CPD hours

365 days’ access

Use ACPD101 for 10% off any purchase.

Excel Skills Booster for Accountants

(68 customer reviews)

£150 +VAT

4 CPD Course

365 days’ access

Use ACPD101 for 10% off any purchase.

Excel Skills Booster for Accountants

(68 customer reviews)

This course is not currently available. To find out more, please get in touch.

This course will enable you to

  • Familiarise yourself with some fundamental Excel functions including IF statements, AND statements, and OR statements
  • Work with Excel PivotTables to quickly navigate, analyse data and find insights
  • Understand the VLOOKUP formula and how you can overcome its limitations with XLOOKUP
  • Use functions such as IF, INDEX, and MATCH to create dynamic and interactive charts

About the course

Excel is a valuable tool for any accountant, but with so many features, are you making the most of what it has to offer? It can be difficult to keep track of all the tools available in Excel, but some can really transform the spreadsheets that you produce.

This course will help you to ensure your Excel skills are up to date. Not only will you be able to use some fundamental functions of Excel such as IF statements, AND statements, and OR statements, but you’ll also discover the new XLOOKUP function. Familiarise yourself with the benefits that using Excel PivotTables can provide when analysing data and create dynamic, interactive charts using functions such as IF, INDEX, and MATCH.

Contents

The fundamentals

Logical tests, comparative operators, and IF statements
Comparative operators
The AND and OR statements
The basics of IF
Using IF with AND
Nested IF statements
SUMIF and SUMIFS

Understanding tables

Working with tables
An introduction to PivotTables
Inserting PivotTables
PivotTable design
Advanced PivotTable tricks
Paula’s analysis

Don’t forget to lookup!

Introducing VLOOKUP
VLOOKUP with approximate match
INDEX
MATCH
Looking up to the left
INDEX and MATCH
XLOOKUP vs VLOOKUP
XLOOKUP
XLOOKUP with wildcards
XLOOKUP approximate match

Advanced charting techniques

How to fix the axis scale across multiple charts
Data validation
Dynamic ranges to visualise subsets of data
Tips for creating dashboards
Formatting charts based on criteria

Author

Paula Guilfoyle

Paula Guilfoyle

Paula practiced in Industry for over 15 years, working with both small and large private companies, before moving on to teach Excel and Power BI to accountants and professionals.

68 reviews for Excel Skills Booster for Accountants

  1. Debra Barretto –

    Brilliant course and Paula explains the formulas used and why really well.

  2. Sharon Nyamudzanga –

    It was amazing

  3. Steve Vaughn –

    The presenter did very well in presenting the topics. My only concern is that the downloads of her presentations were mp3s as opposed to mp4s. Without the video element, the audio only is not beneficial.

  4. Kenneth E J Chedzey –

    II live in Excel at work, yet this course proved to me that there is still so much to learn to make its use easier and slicker. So many things that I can use to the good going forward.

  5. Mohammad Azize Rajabalee –

    The content of the course is very instructive and teaches many complex technique which are useful for accountants

  6. Mark Rembish –

    Some great advanced excel tips that can be easily applied.

  7. Julie Witt –

    Concise, but very useful

  8. Rachael Harrison –

    Awesome course, the downloads of examples were perfect to work along with during the course.

  9. Debbie Williams –

    Some parts went too fast for me, particularly the charts part, as I don’t have much practise with this normally. However, most explained clearly, and learned a lot.

  10. Seok Hoon Ang –

    Okay

  11. Christina Maher –

    Picked up some really helpful and practical tips.

  12. Stephen Sotra –

    Very useful course. Graphs are tricky but practice makes perfect.

  13. Terry Hedditch –

    Very well explained and it’s easy to follow and process the information alongside the course. Definitely for those wanting to improve their excel skills.

  14. Annette Gradwell –

    This course was exactly what I was hoping for, lots of new knowledge for me. There were a few bits I was already comfortable with, but every section had extra tips and shortcuts I didn’t know before, which I found really useful. A couple of feedback points: Section 4 – Advanced charting techniques “Dynamic ranges to visualise subsets of data”. In the Excel download, tab “Dynamic ranges”, the date in cell A25 was different from the tutor’s version. This made it very difficult to follow the session until the error was hunted down and corrected! Section 4 – Advanced charting techniques “Using multiple sheets” the image showing the calculations sheet, example formulas and demonstrating the meaning of “helper columns” is not in a high enough resolution to read, even when magnified or saved.

  15. Nikita Nemygin –

    There was an issue with the excel file dynamic ranges / formatting tabs and the chart comes out differently than in Paula’s presentation. Otherwise good course

  16. Daniel Watson –

    Very good booster skill review and learnt something things as well!

  17. Sarah Rita Mangope –

    Very useful course especially for Finance and Accounting professionals who use excel a lot. Lots of learning that will make it easier to navigate excel

  18. Anna Kaar –

    Excellent for advanced charting techniques, using advanced formulas and getting most out of your pivot tables. Ideal for those with good experience level of Excel.

  19. Heber Filipe Nobrega Santos –

    A good refresher in some areas and in some others new techniques to improve reporting.

  20. Kishan Gajjar –

    Great course author. Helpful spreadsheets.

  21. Ben Edwards –

    Thought the course was very informative and reminded me of some pretty useful tips on Excel, thank you!

  22. Ross Thompson –

    Had not used xlookup, index and match functions before and only used basic charts. good course

  23. Lina Martinkeviciene –

    I think this course is useful with good practical examples, tips and clear explanations.

  24. Sheila McCarthy-McGroarty –

    Really learnt a lot from this course. Paula gave clear and good examples that were easy to follow.

  25. Rishi Sharma –

    A relevant course.

  26. Caroline Garner –

    .

  27. Philip Rhodes –

    Some very helpful techniques

  28. Donna Collins –

    Not really applicable to me.

  29. Aster Wong –

    Xlookup is new to me and useful.

  30. Jim Stanborough –

    A great course, with a good combination of video, excel files to practice with, and a summary sheet at the end of each module. In future, I think the course should be updated for Microsoft 365, as this would now be the norm in 2023.

  31. Joseph Lau –

    Really great tips that will have loads of use. The Xlookup is a real asset

  32. Vic Magnotta –

    Very useful course

  33. Jaime Bates –

    Excellent videos/presenter

  34. Jerry Linnane –

    I enjoyed many aspects of the course.

  35. Garabed Garahbtian –

    I enjoyed this topic as it was engaging & insightful.

  36. Ketki Mistry –

    This course was helpful improving my Excel skills, the course content is well explained with work sheets to practice and could revisit difficult parts number of times.

  37. Adelle Richards –

    excellent – found she moved a little quick to keep up and I still learnt some great tips to up my excel game.

  38. Helen Green –

    Very practical, Very clearly explained and very easy to follow. If filled in quite a few gaps in my Excel knowledge

  39. Ming Henderson –

  40. John Hopkirk –

    I needed to review my Excel skills and see if I had missed any changes or technique.

  41. Ana Iglesias Blanco –

    So practical and well explained, very intuitive

  42. Michael O Rourke –

    It covered many topics that I use freequently

  43. Gillian Sayer –

    To improve skills in excel spreadsheet and charts presentation using new functions learned

  44. Irene Awala –

  45. Delwar Alam –

    informative

  46. Vanitha Karunamoorthy –

  47. Louis Posso –

    Has improved my knowledge of EXCEL in a well presented course

  48. Sharlene Roach –

  49. Tina Teahan –

  50. Elaine McCarthy –

  51. Rachel Clarke –

    I use Excel daily in my finance role. This provided a refresher in some areas and learning new tricks and tips.

  52. Michelle Warner –

    Improved knowledge of tables. Good for accountants who work with large data sets but I do not.

  53. Vonchaz Lum York –

    I learned a lot of new topics about Excel on the more advanced formulas

  54. Jyoti Indur Khubchandani –

    Very new to these concepts in Excel so very good to update my skills with this course

  55. Tracy Maidment –

    This course allowed me to cover some areas which were a bit hazy and explained some things which I have seen on charts but not known how to put in place.

  56. Andrew Scully –

  57. Erik Knight –

    Introduction to new (to me) applications of excel

  58. Leonora O`Farrell –

    Increase my excel skills and knowledge

  59. Linda Brown –

    Disappointed not more on Dashboards.

  60. Ifa Martinot –

    Learned some new easier ways to use excel

  61. Helen Copeland –

  62. Helen Sach –

  63. Daniel Wan Chung Cheung –

  64. Udeni Swarnalatha Herath Mudiyanselage –

    I improved my excel knowledge through this cause

  65. Simon Robson –

    Refresher on conditional, ifs, and, or, and learning on XLOOKUP was useful to move from reliance on using v lookups. Good short cuts and tips on charts, pivots and dashboards, using INDEX and Match

  66. Uveer Bhurosy –

    I have learned new tips and tricks to be more efficient on Excel, e.g Xlookup, advanced charting techniques etc

  67. Esther Neville –

    I learned lots of new excel skills that I can immediately put into practice

  68. Mark Quinn –

    Will help with dashboards that I have to create

Add a review

Your email address will not be published. Required fields are marked *