Objective
- Select the most appropriate Excel functions and features for specific tasks, ensuring optimal efficiency and accuracy in data management and reporting across a range of business applications
- Apply advanced Excel features like PivotTables and Array Formulas to streamline complex data analysis and enhance reporting accuracy in diverse professional contexts
- Differentiate between the uses of custom sorting and slicers in Excel to enhance data presentation and facilitate more efficient data navigation and analysis
Highlights
- Using Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively
- Using custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis
- Using XLOOKUP for advanced data retrieval, allowing you to extract specific data from extensive datasets with ease
- Using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations
- Using SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting
- Using array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations
- Implementing data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records
- Using slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data
- Applying conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive
- Introducing PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format
Designed For
Accounting professionals at all levels who have a basic understanding of Excel and are looking to advance their skills to streamline their accounting practices and financial analysisPrerequisite
A comprehensive working knowledge of ExcelAdvanced Preparation
Download the handout and practice material prior to course