Excel For Accounting Goskillscom

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Excel for Accounting
GoSkills online course syllabus
Saturday, September 24, 2022
Skill level Lessons Accredited by
Beginner 34 CPD
Pre-requisites Video duration Estimated study time
None 3h 13m 18h for all materials
Lydia Uys
Dan Gorgone
1 Introduction
A quick introduction to the course

Getting Data in Workable Format in Excel
2 Importing Data into Excel: Fixing Text and Numbers
How to recognize when text and numbers imported incorrectly and how to use TRIM and FIND and
REPLACE to fix errors

3 Importing Data into Excel: Fixing the Date
Use the text to columns button to separate the different parts of the date and the DATE function to put
it back together as a proper date

4 Importing Data into Excel: Get Rid of Blank Lines in Your Data
The video shows two different ways to get rid of blank lines in a dataset and how to sort data without
unique identifiers back into its original order

Working with a Range of Data
5 Conditional Formatting: Using the Icons
This lesson illustrates the basic options of conditional formatting with 4 different examples

6 Conditional Formatting: Manage Rules and Use Formulas in Rules
What if the conditional formatting menu options do not cater to what I want? Let's look at how to
customize conditional formatting by way of creating a dynamic To-Do list

Data Validation: Preventing Garbage Input
7 We look at how to use basic data validation techniques to reduce garbage input and avoid errors

8 Data Validation: Create a Dropdown List
In this lesson, we look at how to use data validation to create a dropdown list in Excel to limit input to
pre-set options

9 Auto Filters: Display Records That Meet a Certain Criterion
In a dataset, use auto filters to extract lists based on text or date criteria. Let's look at how to sort using
auto filters

10 Auto Filters: Combined with Conditional Formatting
We examine how to filter using numerical criteria, conditional formatting, identify duplicate items, and
use SUBTOTAL to add values in a filter

11 Grouping Data: Create Your Own Collapsible and Extendible Sections
How to group data, and add your own expandable and collapsible sections to hide and unhide portions
of data

12 Grouping Data: Remove Groupings, Fix Borders and Copy Visible Data
Let's look at how to remove created groupings, copy only visible data, and fix borders on cells to work
with grouping

Functions in Excel
13 Text Functions
In this lesson, we learn how to use LEN, FIND, SEARCH, LEFT, RIGHT and MID

14 Text Functions: Combine
In this lesson, we'll use LEN, FIND, SEARCH, LEFT, RIGHT, and MID in combination to sort out more
complex issues

15 Date Functions: Understanding How Dates Work
We learn how to use dates as serial numbers, TODAY(), EOMONTH, WORKDAYS, and NETWORKDAYS

16 Time: Using Time in Calculations
We examine a timesheet and a payroll calculation to illustrate time as part number, how to format time,
and how to calculate gross pay based on time and an hourly rate

17 Logic Functions: Using Logic to Supply TRUE or FALSE as a Result
We'll look at logic functions, including: >, <, =, <>, AND and OR. We also test single or double criteria, and
illustrate the MONTH function

18 IF and IFS Functions: If You Want a Specific Result to a Logic Test
In this lesson, we learn the basic uses of IF and IFS and how to combine it with AND()/OR()

Conditional Math: Calculations Based on a Single Column Criterion
19 In this lesson, we learn the basic uses of SUMIF() and COUNTIF()

20 Conditional Math: Calculations Based on Multiple Columns as Criteria
Let's look at how to use SUMFIS and COUNTIFS to calculate based on more than one criterion column
and add numbers per month

21 Lookups: VLOOKUP and HLOOKUP
Let's learn the basic uses of VLOOKUP and HLOOKUP by building your own invoice template

22 Lookups: INDEX and MATCH
In this lesson, we learn the basic uses of INDEX and MATCH by building your own invoice template

23 Lookups: XLOOKUP
In this lesson, we learn the basic uses of XLOOKUP by building your own invoice template

24 Lookups: Approximate Search for all Lookups
How does an approximate lookup work? We look at one example to show VLOOKUP, INDEX & MATCH

Extracting, Combining and Reporting Data
25 Tables: How to Convert Data into a Table
We learn about prepping data for a table, converting the data to a table, and the benefits of a table

26 Structured References in Tables
What's up with the funny formula references in tables? What does it mean and how does it work?
We learn the basics of using structured references

27 Power Query: Alternative Way to Get Data Into Excel
What are the basics you have to check when you use Power Query? We learn how to get data into Excel
in a much more effective manner than copy and paste

28 Pivot Tables: Analyze Data Quick and Easy
We learn the basics of a pivot table, how to create a pivot, refresh and format

29 Charts: Basics
In this lesson, we examine how to create a chart, chart elements, and format elements

30 Prepare to Print
Learn how to prepare your file to be printed, page break previews, page layout options, and headers
and footers

Create Your Own Calculators for Tax and Debt
31 Repayment Calculator: Calculate Payments
In this lesson, we calculate payments (PMT) using financial functions

32 Repayment Calculator: Create an Amortization Table
Learn how to create an amortization table to show the interest and balances for each period

33 Tax Calculator: Understanding a Tax Scale
In this lesson, we learn how to use Excel formulas to calculate your tax liability

34 Tax Calculator: Create Your Own
In this lesson, we create a lookup table and use lookup formulas to calculate tax liability

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WebImporting Data into Excel: Fixing the Date Use the text to columns button to separate the different parts of the date and the DATE function to put it back together as a proper date. …

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Frequently Asked Questions

What are the top 5 accounting templates in excel?

This has been a guide to Accounting Templates in Excel. Here we discuss the top 5 examples of Accounting templates in excel, which include 1) Cashbook Template, 2)Petty Cashbook Template, etc. You may learn more about excel from the following articles –

What skills do accountants need to master microsoft excel?

If you are an accountant, one of the most important skills for you to master is Microsoft Excel, period. Why I’m saying this? Well, financial data is what you deal with as an accountant, and you need to be good at managing and analyzing data, right? And Microsoft Excel is the tool you need. To get started with it, you can learn: BUT.

What is the purpose of using excel in accounting?

Excel is a powerful tool accountants can use to store and manipulate financial data and automate repetitive calculations. Learning useful formulas to use in Excel can help you gain or improve skills in accounting.

What is included in the excel accounting course?

The course also includes free downloadable Excel accounting templates and exercises to help you get up and running quickly. By the end of the course, you will be able to leverage Microsoft Excel to boost your performance in your day to day accounting, bookkeeping, and financial analysis tasks.