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Excel for AccountingGoSkills online course syllabusSaturday, September 24, 2022Skill level Lessons Accredited byBeginner 34 CPDPre-requisites Video duration Estimated study timeNone 3h 13m 18h for all materialsInstructorsLydia UysDan GorgoneIntroduction 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 Excel13 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 Criterion19 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 and XLOOKUP
Extracting, Combining and Reporting Data25 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 Debt31 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. …
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 –
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.
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.
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.