Excel for Accountants: Volume 2
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Excel for Accountants: Volume 2

Learn how to build formula-based reports and more.
4.6 (8 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
132 students enrolled
Created by Jeff Lenning
Last updated 12/2014
English
Price: $175
30-Day Money-Back Guarantee
Includes:
  • 5 hours on-demand video
  • 112 Articles
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I Learn?
Recall at least three keyboard shortcuts and the arguments of at least three functions
Identify which Excel function can be used to perform a multicolumn list comparison
Recognize which Excel function can return the last day of the month
Recall the arguments for the SUMIFS function
Recognize the Excel feature that removes duplicate values within a range
Recall the number of required and optional VLOOKUP arguments
Recall the arguments of the INDEX, IF, and IFERROR functions
State which function allows you to substitute a value for an error
Recall which Excel function returns the count of the number of cells that meet specified conditions
Recall the arguments of the DATE function
State an Excel function that returns the year of the date
Recall which function joins multiple text values
Recognize the function that would add up an amount column including only rows where the date is between two dates
Identify a technique that helps Excel translate a data label to a report label
State which feature can be used to provide a filter for dynamic digital reports
Identify which function can help build dynamic report headers
View Curriculum
Requirements
  • To work on the exercises, please have Excel 2007/2010/2013 for Windows.
Description

Developed specifically for accountants, this course discusses the Excel features, functions, and techniques that are practical, relevant, and sure to save you time.

My Excel University series of books are available online in paperback and digital Kindle versions. My online Excel University courses teach the content of the books in video format. Now, for Udemy, I've combined the book text and the lecture videos of Excel University Volume 2 and made them both available in this Excel for Accountants Volume 2 course.

Course Format

Each course section will begin with the lecture video. You can work through the sample Excel file to practice. Each section also provides the text of the book which reinforces and enhances the content presented in the lecture video. I then provide additional resources and related Excel University blog posts and articles. These elements provide an effective training experience.

Instructor

Author and award-winning instructor, Jeff Lenning, is a certified public account and Microsoft certified trainer, and has helped thousands of accountants use Excel more efficiently.

Who is the target audience?
  • This course is designed for accountants seeking to use Excel to complete their tasks more quickly.
  • This course is not designed for people seeking generic Excel training, as the features covered are relevant to accountants.
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Curriculum For This Course
Expand All 165 Lectures Collapse All 165 Lectures 07:48:01
+
Chapter 1: Overview
2 Lectures 05:19

Chapter 1: Overview Lecture Video
03:52
+
Chapter 2: Selected Shortcuts
7 Lectures 14:38
Chapter 2 Selected Shortcuts Lecture Video
07:12

Exercise 1—F9
00:50

Exercise 2—Ctrl+Home
00:09

Exercise 3—Row Shortcuts
01:14

Exercise 4—Column Shortcuts
00:33

Conclusion and Additional Resources
00:06

Solutions Video
04:32

Chapter 2 Quiz
2 questions
+
Remove Duplicates
6 Lectures 09:52
Chapter 4: Remove Duplicates Lecture Video
03:38

Exercise 1—Single Column List
00:32

Exercise 2—Multicolumn Table
00:34

Exercise 3—With SUMIFS
01:42

Conclusion
00:07

Solutions Video
03:18

Chapter 4 Quiz
2 questions
+
Lookup Basics
13 Lectures 55:00
Chapter 5: Lookup Basics Lecture Video - Part 1
11:20

Chapter 5: Lookup Basics Lecture Video - Part 2
09:40

Exercise 1—Breakdown of Simple Cell References
01:52

Exercise 2—Account Values
01:19

Exercise 3—With Named Ranges
03:19

Exercise 4—With Skinny Row
01:04

Exercise 5—With Tables
01:51

Exercise 6—Department Data Validation
02:51

Exercise 7—Balance Sheet Lookup
02:01

Exercise 8—Bonus Range Lookup
02:57

Exercise 9—Date Range Lookups
02:00

Conclusion and Additional Resources
00:45

Solutions Video
13:57

Chapter 5 Quiz
2 questions
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Improving VLOOKUP with MATCH
7 Lectures 22:54
Chapter 6: Improve VLOOKUP with MATCH Lecture Video
09:00

Exercise 1 - Match
01:15

Exercise 2—VLOOKUP Limitation
01:15

Exercise 3—VLOOKUP with MATCH
02:15

Exercise 4—Tables
02:49

Conclusion
00:15

Solutions Video
06:04

Chapter 6 Quiz
2 questions
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Improving VLOOKUP with VALUE and TEXT
7 Lectures 17:38
Chapter 7: Improve VLOOKUP with VALUE and TEXT Lecture Video
07:09

Exercise 1—The Problem
01:23

Exercise 2—VALUE
01:30

Exercise 3—TEXT
01:15

Exercise 4—Manual Conversion with Paste Special
02:30

Conclusion
00:18

Solutions Video
03:32

Chapter 7 Quiz
2 questions
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Moving Beyond VLOOKUP with INDEX
8 Lectures 24:13
Chapter 8: Moving Beyond VLOOKUP with INDEX Lecture Video
08:30

Exercise 1—One Dimension
01:12

Exercise 2—With Tables
00:50

Exercise 3—Going Left
01:52

Exercise 4—Insert Column
02:12

Exercise 5—Two Dimensions
02:44

Conclusion
00:08

Solutions Video
06:43

Chapter 8 Quiz
2 questions
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Trap Errors with IFERROR
6 Lectures 10:28
Chapter 9: Trap Errors with IFERROR Lecture Video
04:15

Exercise 1—Variance
01:07

Exercise 2—Lookup Errors
01:36

Exercise 3—Department Analysis
00:40

Conclusion
00:12

Solutions Video
02:37

Chapter 9 Quiz
2 questions
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The IF Function
6 Lectures 07:42
Chapter 10: The IF Function Lecture Video
03:31

Exercise 1—Balance Sheet
00:45

Exercise 2—Income Statement
00:37

Exercise 3—Commission
00:41

Conclusion
00:08

Solutions Video
01:58

Chapter 10 Quiz
2 questions
17 More Sections
About the Instructor
Jeff Lenning
4.3 Average rating
1,556 Reviews
23,311 Students
4 Courses
Microsoft Certified Trainer

Award-winning instructor and author of Excel University, Jeff Lenning CPA has helped thousands of accountants work more efficiently with Microsoft Excel. Jeff is a Microsoft Certified Trainer and a Microsoft Certified Excel Expert. He has provided continuing education to CPAs for the past 10 years, and many of his Excel articles have been featured in industry publications such as the Journal of Accountancy and California CPA Magazine.

Highlights

Jeff began his career in the audit practice at Arthur Andersen. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology consulting firm. In 2012, he launched Excel University.

Professional Involvement

He has served in a variety of leadership positions in the California Society of CPAs, including president of the CalCPA OCLB Chapter, chair of the CalCPA State Technology Committee, chair of the CalCPA OCLB Chapter Technology Committee, board member of the CalCPA OCLB Chapter, and a CalCPA Council Member.

He provides Excel training to Fortune 500 companies and is an instructor for the AICPA, the California CPA Education Foundation, and other organizations. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and Microsoft Certified Trainer. He was recently recognized with the California CPA Education Foundation’s Award for Instructor Excellence.