
install the magnimetrics add-in by enabling the developer tab or customizing the ribbon, then browse to locate and install the plug-in, a collection of helpers to standardize sheets.
Link the fixed assets register to the trial balance using vlookup, calculate depreciation and accumulated depreciation, and determine net book value, highlighting differences for reconciliation.
Build and customize a pivot table to analyze trade receivables by company name and aging group. Use slicers and a tabular layout for clear insights into outstanding amounts.
Explore how Excel is applied in finance and accounting through hands-on projects and a bonus lecture, and discover more advanced topics in related courses.
Map the trial balance to income statement and balance sheet in Excel using type and class, compute net turnover and net closing balance, and link with formulas.
If you are about to enter a role anywhere between accounting and finance, there’s a high chance you’ll probably face the challenge of preparing various Excel files. It would be great if you have an idea of how we use Excel in the fields of finance and accounting.
And this is the course to introduce to the main concepts of Excel that are applicable to these fields!
You will start with the main Excel functions, go over the most important shortcuts, and build four mini-projects that accountants and financial analysts prepare in their daily job!
What you’ll get out of this course?
Introduction to Excel for Finance and Accounting course will guide you through the most common functions and shortcuts used by people in the fields of accounting and finance and show you the practical process of creating working files in Excel, step by step. We will define a clear structure and build four mini-projects, which you can reuse over and over again. I will help you understand the main principles that finance and accounting professionals use in their daily work.
I will show you some ways to tremendously improve your productivity by employing shortcuts and standardizing your workflow.
After you take the Introduction to Excel for Finance and Accounting course, you will have a solid understanding of how Excel formulas and principles are applied within the fields of Finance and Accounting.
What should you know to take the course?
It is possible to follow along and learn a lot from the course, even without basic accounting and Excel knowledge, as I will go over the concepts and provide thorough explanations.
Who is this course for?
I made the Introduction to Excel for Finance and Accounting course to serve as a practical guide on how the concepts are applied in the field. The course is most suitable for:
· Junior finance and accounting professionals;
· Business owners and entrepreneurs who want to know more about their figures;
· Students in Finance and Accounting majors who wish to get a head start.
I hope you are ready to upgrade yourself, learn how Excel formulas and principles are used in Finance and Accounting and propel in your career!
Are you excited to start?
Then enroll in the course, and I’ll see you in class!