November 26, 2022


Webinar


8 Total CPE Credits

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K2’s Excel Essentials For Staff Accountants

  • Instructor

    Thomas Stephens

Learning Objectives

  • List five critical best practices associated with creating workbooks and construct workbooks that comply with these principles
  • Utilize PivotTables and PivotCharts to summarize and present data quickly, without writing formulas
  • Build sophisticated formulas to assist with reporting and analysis, including formulas 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 – that involve the passage of time

Major Topics

  • Computer Software & Applications
  • Excel

CPE Credits Available

8
Total CPE
8
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Fundamental knowledge of Microsoft Office Excel 2013 or newer

Advanced Preparation

None

Intended Audience

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

Provider

ACPEN

This event has ended.