Beyond-the-Basics Excel & Word for the Accounting Industry
December 11th, 2024 - December 11th, 2024 @ 9:00 am-11:00am
Member Price | $55 |
Non-Member Price | $65 |
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Credits
2Description
Microsoft Excel is a powerful tool used by those working in the accounting industry, everyone from administrative support personnel to senior level managers. Most understand Excel's basic functions, but developing a deeper level of mastery presents opportunities for increased efficiency, improved job satisfaction, colleague support and client service. This interactive course introduces and/or reviews some of the tools specifically used by accounting departments and firms. Ready to improve upon those spreadsheets you may have inherited from a predecessor? Then this course is for you!
Objectives
Empower participants to improve productivity, increase confidence and proficiency working in Excel to support staff and clients.
Major Subjects
- Sorting and Data Filtering
- Setting up cells to restrict the type of data that can be entered, reducing data entry errors and saving data entry time
- Formatting cells to enter numeric data efficiently, removing the need for non-numeric data like hyphens, parenthesis, etc
- Automating tasks with macros, saving time spent on repetitive steps
- Retrieving data from other parts of a worksheet using VLookup and HLookup functions
- Creating rules to format cells based on specific criteria
- Assigning names to ranges of cells to make formulas easier to create and understand