2024 Practical Excel Topics for the Public Accountant

Overview

This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.

Prerequisites

Basic familiarity with Microsoft Excel

Objectives

• Apply a variety of advanced formulas to analyze and manipulate data
• Identify solutions to data analysis problems
• Identify how Excel can be used as a tool to address data analysis problems encountered in client engagements
• Explore ways to enhance engagement efficiency using Excel

Highlights

• Data validation
• Underutilized, but powerful, formulas
• Formulas for manipulating, transforming, and cleansing data
• Formulas for data analysis
• Reference formulas such as =VLOOKUP
• Pivot tables