• views: 84
• date: 6 June 2025
• posted by: AD-TEAM

Your beginner's tips-and-tricks guide to optimizing Microsoft Excel early on in your Accounting & Finance career.

What you'll learn
- Understand the basic structure and menus of a Microsoft Excel workbook
- Format the presentation of a Microsoft Excel worksheet (color, font, alignment)
- Create and work with data arrays and data tables, including the use of the sort and filter feature
- Copy and paste data to ensure proper formatting and prevention of errors
- Code basic to moderate data cleaning and lookup functions in Microsoft Excel
- Code Functions: UPPER, LOWER, PROPER, ROUND, TRIM, LEN, EXACT, RIGHT, LEFT, MID, CONCAT, SUM, COUNT, SUMIF, COUNTIF, INDEX, MATCH, VLOOKUP

Requirements
- None to basic Microsoft Excel experience required. Computer with Microsoft Excel access required.

Description
This course is for Accounting & Finance professionals that want to overcome the Microsoft Excel knowledge gap to optimize their workflow early in their career. This will build a foundation for you as this course focuses on basic to moderate fundamentals and technical skills that can be used every day and can advance your career by giving you the tools to perform your work more efficiently. Real world Accounting & Finance examples will be used as we form the connection between the modules of this course and how they can be used in your professional life, as well as how they have already impacted other professionals in the Accounting & Finance world!

Being a course more tailored to Excel beginners at a basic proficiency level, this course will cover topics like the basic meaning of an "Excel Workbook" or "Excel Worksheet", the different menus that make up a workbook, formatting your data, tips for working with large datasets, and basic to moderate tools and functions for workflow.

Concepts Covered:Formatting and Data Presentation, Data Cleansing, Arrays vs Tables, Keystrokes (working with your keyboard instead of mouse), IF Statement Logic, Error Prevention

Basic Functions:UPPER, LOWER, PROPER, ROUND, TRIM, LEN, EXACT, RIGHT, LEFT, MID, CONCAT, SUM, COUNT

Moderate/Advanced Functions:SUMIF, COUNTIF, INDEX, MATCH, INDEX(MATCH), VLOOKUP

Tools:Sort and Filter, Copy & Paste (Basic, Values, Formulas, Operations, Transpose), Delete Duplicate Values, Conditional Formatting

Who this course is for:
- This course is intended for new and upcoming Accounting & Finance professionals who will use Microsoft Excel on a daily basis in their professional life, utilizing this course as a foundation to build fundamental skills that will streamline their work early in their career.
More Info

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