K2's Excel Essentials for Staff Accountants - VIRTUAL

Prerequisites

Fundamental knowledge of Microsoft Office Excel 2019 or newer

Objectives

• List five critical best practices associated with creating workbooks and constructing workbooks that comply with these principles
• Utilize PivotTables and PivotCharts to quickly summarize and present data without generating formulas 
• Build sophisticated formulas to assist with reporting and analysis, including those that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM 
• Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
• Apply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill
• Work with date-oriented data in Excel and create calculations -- such as those involving depreciation expense and interest accruals-- involving the passage of time

Highlights

• Best practices for creating and working with Excel workbooks
• Effectively using Excel functions when creating formulas
• The importance of PivotTables in modern reporting environments
• Best practices for formatting your workbooks