Tally ERP 9 + TallyPrime + GST + Microsoft Excel Training

Activate the payroll features in tally, configure cost centers and employee groups, and define salary components, earnings, deductions, and payslip processing.

Learn how to install Tally Prime, download from the official site, run the setup, and select the educational license with date-based restrictions, noting its similarity to ERP 9.

Learn to create a new company in TallyPrime by pressing F3, entering Fast Company details with state-wise GST considerations, and manage existing companies by opening, closing, or deleting.

Create and configure ledgers in tally prime, set opening balances for capital, cash, profit and loss, fixed assets, expenses, and bank accounts, loans taken and loans given, via multi create.

Learn voucher entry understanding by applying the three golden rules of accounting to classify transactions as expenses, income, and transfers, using debit and credit for cash, bank, and petty cash.

Learn to classify transactions with Tally voucher types: payment, receipt, general, and journal, and apply internal transfers such as cash-to-cash, cash-to-bank, bank-to-cash, bank-to-bank, and purchase vouchers for trading items.

Learn practical voucher entry in TallyPrime by creating ledgers, choosing double entry mode, and recording payments, receipts, and bank deposits with debit and credit in real-world examples.

Understand inventory info and buy inventory for stock management by defining five attributes—stock category, stock group, go down, unit of measurement, and stock item—with mobile phone examples.

Learn to set up inventory in tally prime by creating stock category plastic, stock groups Nokia, units pieces and kilograms, and go-downs in Delhi and Noida.

Navigate the five-step purchase procedure in tallyprime—purchase order, received note, rejection note, party's bill, and debit note—to record, return, and pay for goods.

Learn to create and activate a purchase order in TallyPrime, including supplier setup, item creation, terms, quantities, and pricing, and review outstanding orders and pre close options.

Activate receipt note in TallyPrime, enter reference number, date, party, and purchase order to record received quantity; update stock and view inventory, PO outstanding, and bill pending reports.

Learn how to perform a rejection out in TallyPrime after processing a purchase order and receipt note, entering the rejected quantity and saving to update stock.

Learn to generate a purchase bill in tally prime by linking a receipt note to a supplier invoice and recording stock, then see how it clears the current liability.

Learn how to process a debit note (purchase return) in TallyPrime, including selecting the party, entering 50 defective shirts, and its impact on stock and liability.

Learn the end-to-end sales workflow in TallyPrime, from sales orders and a delivery note to rejections, reductions, and sales bills, and see their effects on inventory and the balance sheet.

Practice creating a bank ledger, recording receipts and payments, and performing bank reconciliation to reconcile timing differences between company books and bank statements in TallyPrime.

Learn about GST, its five slabs (nil, 5, 12, 18, 28), and the three types CGST, SGST, and IGST, including activating GST in a company and the year-end settlement.

Configure GST in TallyPrime, set state and registration, and process intra- and inter-state purchases and sales with SGST/CGST and IGST, while tracking stock and GST reports.

Learn to apply multiple GST rates in a single invoice in TallyPrime by creating items with different GST rates and using GST-enabled purchase and sale vouchers.

Learn how to apply GST on services in tallyprime, including creating service entries, setting up accounting invoices, and handling igst, cgst, and sgst for interstate and intrastate sales.

Explore GST on fixed assets and capital goods, including ITC eligibility and the five year refund rule, and learn to activate GST in TallyPrime and record asset purchases.

Explore the reverse charge mechanism (RCM) in TallyPrime by recording purchases from unregistered dealers, activating the GST component, and calculating the RCM liability with input tax credit.

Learn how to calculate a bill of materials in TallyPrime, converting raw materials into finished shirts, including GST, manufacturing journal entries, and cost components.

In this lecture, learners activate and configure tax deducted at source (tds) in TallyPrime, create ledgers for party and government, and process tds on interest payments using form 26q.

Activate and configure tax collected at source (tcs) in tallyprime with gst integration, define tax on goods under section 206 c at 0.75% to 1%, monitor form 27equal 27aq reports.

Learn to set up and use a point of sale in TallyPrime by creating a POS voucher, configuring cash, card, and gift voucher ledgers, and applying GST to invoices.

Activate the cost center feature, create a salary cost category and centers for each employee, record salary payments, and view the category report to track expenses.

Create and track a budget in TallyPrime by defining indirect expenses, setting a three-month office expense budget, and recording walcher entries to compare actuals with plan.

Learn how to activate and configure payroll in TallyPrime, define attendance and production types, set pay-heads like basic salary, travel expense, overtime, provident fund, and generate payslips and payroll reports.

Explore the structure of Excel workbooks, including ribbons, the home tab, formulas, and sheets, and learn about the split shift structure and the display box launcher.

Explore cell properties in Excel by selecting, moving, and autofilling data, and apply formatting, including alignment, borders, fonts, colors, wrapping text, and merging cells to create polished sheets.

Explore autofill behavior for values and text, including incremental series, alphanumeric patterns, and options like copy cell, fill formatting only, and fill without formatting.

Explore how to use autofill date options in excel to generate date sequences, choose fill series or copy cell behavior, and handle weekdays, weekends, and months.

Explore autofill advanced tools in Excel, using directional fill, step values, and fill options to extend sequences and justify text across cells.

Learn how Flash Fill in Excel uses pattern recognition to fill names and phone numbers, with typing, pressing Enter, or pressing Ctrl, avoiding complex formulas.

Explore relative, absolute, and mixed cell references in formulas, and see how dragging down or across changes or preserves values; learn how pressing F4 locks rows or columns.

Learn operator based equations in Excel, performing addition, subtraction, multiplication, division, power, and percentage, using concatenation and cell references, and applying boardman rules to determine the order of operations.

Learn how to use common spreadsheet functions to perform calculations, including sum, average, count, count blank, max, min, large, and small, and understand optional parameters and range handling.

Master advanced Excel functions by applying sum with criteria, using range and criteria, to analyze sales data; learn average and count with criteria for city and employment.

Explore multi-criteria functions in Excel, using criteria ranges for city, permanent status, age, and region to compute sums, averages, and counts.

Learn to apply wildcard characters in count functions to find names starting with a, with any length, and then with four characters, using range and criteria.

Explore how to apply Excel database functions DSUM, DCOUNT, DAVERAGE, DMAX, and DMIN with a database, field, and criteria to calculate sums, averages, maximum, and minimum.

Master the text functions upper, lower, proper, and trim in Excel, including nesting and handling spaces and cell references for clean, formatted text.

Learn to use the right and left text functions to extract characters from a string, such as pulling a pin code.

Learn how to use the find function in text processing, including case sensitivity and left-to-right search, locating characters, returning positions as values, and manipulating results with addition or subtraction.

Learn to use text functions in Excel, including nested left and find, to extract hyphen positions, names, spaces, and mobile numbers from strings.

Explore text functions in Excel, including find and left nesting, to extract a mobile number using right side characters. The lesson highlights nested functions and introduces the MCT function.

Explore the mid function in excel text processing, extracting substrings from a starting position with length using left, right, and find to locate separators such as hyphens and phone numbers.

Learn to extract a city from a text cell in Excel using the mid, find, and left functions, building a step-by-step solution and a one-go formula.

Master the concatenate text function in Excel to join text with numbers, and combine left with concatenate to format phone numbers, prepending digits as shown.

Learn to construct a phone number in Excel using left, mid, and right text functions and the concatenate function with hyphens to format the full number.

Explore excel's concat and textjoin as improved alternatives to concatenate, enabling range joins with a delimiter. Learn how to ignore empty cells and apply delimiters like comma or space.

Learn how to use the text replace function in cells, including find and replace, replace all, starting position, and length, then apply to single cells or ranges.

Master Excel text functions to replace strings, find starting positions, and use right, concatenate, and replace to swap city with India and derive a pin code.

Learn how to use the substitute function to replace specific occurrences, specify instance numbers, and manage multi-line data in Excel.

Learn how to use text functions in Excel, including len, rept, excat, and search, to repeat text, count characters, compare strings, and locate substrings.

Learn to use the number value function in Excel to convert text numbers into numeric values, handling text-formatted numbers and enabling calculations like average and sum.

Learn how to split a single column into multiple columns in excel using text to column, with delimited and fixed-width options, and apply proper date formats to ensure correct dates.

Explore defined names in Excel by creating named ranges, using the name manager, and applying scopes (workbook or sheet), enabling efficient navigation and formulas like sum.

Discover how to create and manage hyperlinks in Excel, linking to sheets, defined names, websites, files, emails, and new documents; learn practical navigation within workbooks.

Group and ungroup data in Excel, create multiple levels of grouping and subtotals by city, region, and employment type, and learn to collapse, expand, and remove subtotals for organized analytics.

Learn to protect an Excel workbook by enabling structure protection under the Review tab, setting a password, and preventing adding, deleting, renaming, or hiding sheets.

Protect the sheet with a password, control what users can do, designate editable ranges, and unprotect when needed.

Learn how to hide formulas in Excel by protecting the sheet with a password, using the hidden option, and allowing selection of specific unlocked cells.

Learn to protect an Excel workbook with a password using the file menu's encrypt with a password option, enabling open prompts and later removal.

Enable multi-user collaboration by turning on the shared workbook in Excel, adjust privacy settings under Review, and allow simultaneous edits so multiple users can work in one workbook.

Learn to use the if function with logical tests in Excel to evaluate scores, apply comparisons, and return pass/fail or scholarship outcomes.

Apply an if function to determine scholarship eligibility: if the score is below 70, not eligible; otherwise compute the scholarship as (score-70) times 1000 and apply across records.

Explore how to build nested if statements in Excel to handle multiple conditions, using tests like less than 40 or 60, and return specific results or blanks.

Learn how the IFS function in Excel replaces nested if statements by handling multiple logical tests, such as scoring: under 40 = fail, 40–60 = compartment, over 60 = pass.

Apply the advanced if function in Excel to return max or min values or a blank, using absolute references to lock ranges. Learn to drag formulas without shifting the range.

Master nested if function logic with six conditions, mapping scores to fail, pass, compartment, and distinction using thresholds such as 40, 60, and 90.

Master the and and or functions in logical tests, applying score-based passing criteria with Excel formulas such as if with multiple conditions.

Master nested and, or, if logic in Excel to build dynamic sentences with concatenate and text functions.

Learn to craft an Excel if formula using and/or logic to test two conditions, such as scores above 40 and final score above a threshold, to decide pass or fail.

Explore the exclusive or (xor) function in Excel to determine retest when exactly one exam score exceeds 40, and trigger a parents meeting when both or neither exceed 40.

Learn how to create and analyze data with pivot tables in Excel, apply filters, and manage pivot table options in a new worksheet.

Learn to build pivot table reports by dragging fields into the field area - rows, columns, filters, and values - for focused item sales and totals.

Learn to use a pivot table to show sum and count of transactions, display percentage of grand total, refresh after edits, and drill into A4 paper transaction details.

Explore pivot table customization with slicers, including changing source data, sorting options, duplicating pivots across sheets, and grouping data for a dashboard.

Master pivot table group options to summarize date data by month and year and group values into ranges, then compute sums of transactions.

Master pivot table calculated fields to show the difference between sold and not sold items and compute the percentage difference, using simple formulas.

Explore how to use the Getpivotdata function with a pivot table, including setting up data validation drop-downs for clients and items to retrieve specific number sold data.

Power Pivot in Excel to build a data model from multiple tables, define revenue, cost, and profit measures, and visualize insights with pivot tables, charts, and slicers.

Explore what-if analysis with goal seek to set a target in a formula cell and adjust a changing cell, such as sales, cost, profit, or emi, to reach the goal.

Activate the solver add-in and access the analysis group to enable the solver tool. Set the objective, adjust multiple cells, and add constraints to solve for loan EMI and amount.

Learn to use scenario manager in what-if analysis to create, save, and switch between high cost, low cost, and average cost scenarios in Excel, and view a summary across sheets.

Learn to build an EMI calculator in Excel using the PMT function to compute equated monthly installments and total repayment based on loan amount, rate, and term.

Develop a dynamic loan table with data table analysis to vary loan amount and calculate emi and total interest, then format headings and currency for clear presentation.

Learn how the pduration function estimates how many years you must invest a present amount at a given rate to reach a goal amount, accounting for compounded interest.

Explore essential Excel print options, including margins, orientation, paper size, print area, page breaks, and scaling, plus using headings, gridlines, and print titles for precise output.

Learn to set print titles in Excel to repeat selected rows and columns across pages, ensuring headers appear on every page. Customize headers and footers with page numbers and date.

Explore how to enable and use Excel's draw tab, including pens, shapes, eraser, ink to shape, lasso select, and inserting math equations for on‑sheet annotations.

Learn to create and customize charts from data by selecting column or line templates, adding titles, axes, legends, data levels, and formatting for clear city data and rupee cost comparisons.

Master advanced chart preparation by customizing layouts, switching rows and columns, selecting data series, and using primary and secondary axes to format data, legend, and labels.

Learn to customize charts by selecting data, editing legends and titles, and removing unnecessary series. Tailor the chart to your needs by adjusting data sources and the visible elements.

Learn to create and customize Excel maps using Power Map, building 2D and 3D maps from state or country data, with styles, titles, playback settings, and video export options.

Explore Excel's quick analysis feature to apply conditional formatting, create charts, totals, tables, and sparklines, and receive data-driven chart recommendations for faster visual insights.

Learn to apply Excel filters to data like qualification, location, and email. Use text and number filters—begins with, ends with, contains; custom, top 10, between; above or below average.

Master date and color field options in Excel to refine data with before, after, and between filters, plus month and quarter views.

Master the advanced filter option in Excel's data tab by setting a criteria range and copying results to another location, including unique records only and date-based criteria.

Master sorting data in spreadsheets using alphabetical order or smallest-to-largest options, and apply custom sort with a custom list for fields like qualification.

Learn how to use conditional formatting to highlight sales figures above 55,000, choose from predefined options or create a custom format, and remove formatting rules.

Learn to apply conditional formatting rules in spreadsheets, including less than, between, equal to, text contains, duplicates, top-bottom, above or below average, with data bars, color scales, and icon sets.

Learn to apply and manage conditional formatting in Excel, including data bars and icons, edit rules to change icons like traffic signals, and delete or clear rules via manage rules.

Apply and customize conditional formatting in Excel using new rules 1, switch from percent to value-based rules, assign green for above 50,000, red for below 20,000, and yellow for in-between.

Learn to apply conditional formatting with new rules to highlight names with profit over 50000, using a formula and relative/absolute references, and extend formatting across entire rows.

Apply data validation in Excel to enforce data integrity, restrict text length, require list selections, validate dates, and use custom formulas.

Learn how to apply data validation with input messages and customizable error alerts to guide user entries, enforce criteria, and choose between stop, warning, or information responses.

Explore how the indirect function in Excel resolves references to values, using D3 as an example, and learn to name ranges and retrieve array results with Ctrl+Shift+Enter.

Learn to create a double (dependent) drop-down list in Excel using data validation, defined names, and the indirect function, with department and employee lists.

Master date entry in Excel by matching your system's date format, avoiding US versus Indian formats, and adjusting region settings in control panel.

Learn to format and convert dates and times in Excel using custom placeholders like d, dd, ddd, dddd, and y, and switch between 24-hour and am/pm formats.

Master date and time functions in Excel by extracting day, month, year, and converting values to date or time, then calculating differences and durations with today, now, and timer operations.

Learn to use the networkdays function to count working days between two dates, with optional holidays and a customizable weekend, including the India variant for non-fixed weekends.

Master the datedif function in Excel to calculate age from birth date to today, returning years, months, and days.

Learn how the vlookup function retrieves exact matches from a table using a lookup value, a table array, a column index, and false for exact match to return a contact.

Learn to use vlookup with iferror to handle no match and replace errors with a value, applying exact-match lookups across datasets using index and range arguments.

Learn to nest an if inside a VLOOKUP to handle zeros and display no data when the lookup yields zero, by wrapping the existing formula with an if condition.

learn how to use the hlookup function to fetch a contact number from horizontally arranged data by specifying the lookup value, table array, row index number, and exact range_lookup.

Learn how the match function checks whether a lookup value exists in the master data and returns its position, paving the way to use the index function for retrieval.

Learn to use nested index and match in Excel to retrieve names by phone numbers from a master data table.

Learn how to use a vlookup array to fetch multiple columns in one go from a master data set, using exact match and ctrl-shift-enter to output an array.

Master vlookup with the column function to pull data across columns, and apply absolute references to keep exact-match results consistent.

Learn to apply vlookup with approximate match to categorize scores into grade ranges using a range lookup and a column index in Excel.

Master advanced vlookup with match in Excel to fetch data when headings and data layouts differ, using exact match, dynamic column index, and absolute references.

Explore the XLOOKUP function in Office 365, learning how it replaces VLOOKUP for unique lookup values, returns data, and handles not found, duplicates, and wildcards across vertical and horizontal data.

Explore how to use the offset function to build dynamic reports by selecting a reference and defining rows, columns, height, and width, then compute the last ten entries' average.

Record macros in Excel with the developer tab to automate tasks using Visual Basic; save, edit in VBA, and run via shortcuts in this workbook or a personal macro workbook.

Explore macro recording to automate an if function that classifies student scores into less than 40, 40–60, and above 60, then apply it quickly with a shortcut key.

Record a macro to automate opening a frequently used template, such as the expense report, and assign a shortcut to launch it with a keystroke.

Learn to run and assign macros in Excel by linking them to shapes, then extend accessibility by customizing the ribbon to a utility group for quick macro access.