This course is designed to equip accounting and finance learners with advanced Excel skills crucial for financial data analysis, reporting, and automation in professional environments.
Key Topics Covered
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Excel Interface and Navigation:
Mastering the worksheet environment, shortcuts, custom ribbon setup, and efficient workbook management. -
Advanced Formulas and Functions:
Using complex formulas like SUMIF, COUNTIF, VLOOKUP, HLOOKUP, INDEX-MATCH, nested IF, IFERROR, logical functions (AND, OR, NOT), text functions, and array formulas tailored for accounting data processing. -
Data Validation and Conditional Formatting:
Techniques to enforce data integrity, create drop-down lists, and visually highlight important accounting figures and exceptions. -
Pivot Tables and Charts:
Creating and customizing pivot tables for summarizing large datasets. Using slicers and advanced chart options for dynamic financial reporting dashboards. -
Financial Modeling and Analysis:
Building models for budgeting, forecasting, variance analysis, and profitability calculations using Excel tools and functions. -
Macro and VBA Automation:
Introduction to macros and VBA programming to automate repetitive accounting tasks like report generation and data consolidation. Key programming concepts including variables, loops, conditional statements, and message/input boxes for automation workflows. -
Excel Dashboard Creation:
Techniques to design interactive and visually appealing dashboards consolidating financial data for reporting to management and stakeholders. -
Audit and Error Checking Tools:
Using Excel’s formula auditing, trace precedents/dependents features, error checking, and robust data management practices to ensure accuracy in financial workbooks.
Practical Applications
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Payroll calculations including PF, ESI, and bonus computations
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GST and TDS computation and automated invoice creation
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Profit and loss calculators and financial statement preparation
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Bulk data management using Excel for tax and accounting projects
Learning Outcomes
Participants will be able to:
- Use advanced Excel formulas and functions confidently for accounting tasks
- Build and automate complex financial models with pivot tables and VBA
- Create professional, dynamic financial dashboards for insightful reporting
- Improve accuracy and efficiency in managing accounting data and compliance documents