Excel for Accountants: Volume 2

Learn how to build formula-based reports and more.
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  • Lectures 165
  • Length 8 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
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About This Course

Published 12/2014 English

Course 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.

What are the requirements?

  • To work on the exercises, please have Excel 2007/2010/2013 for Windows.

What am I going to get from this course?

  • 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

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.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Chapter 1: Overview
01:27
Chapter 1: Overview Lecture Video
03:52
Section 2: Chapter 2: Selected Shortcuts
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
Section 3: Conditional Summing Basics
Chapter 3: Conditional Summing Lecture Video
Preview
04:31
Exercise 1 - One Condition
Preview
01:33
Exercise 2 - Two Conditions
Preview
01:07
Exercise 3 - Three Conditions
Preview
01:07
Conclusion and Additional Resources
Preview
00:14
Solutions Video
Preview
03:00
Chapter 3 Quiz
2 questions
Section 4: Remove Duplicates
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
Section 5: Lookup Basics
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
Section 6: Improving VLOOKUP with MATCH
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
Section 7: Improving VLOOKUP with VALUE and TEXT
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
Section 8: Moving Beyond VLOOKUP with INDEX
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
Section 9: Trap Errors with IFERROR
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
Section 10: The IF Function
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
Section 11: List Comparisons
Chapter 11: List Comparisons Lecture Video
03:30
Exercise 1—MATCH
01:12
Exercise 2—VLOOKUP
00:59
Exercise 3—IFERROR
00:51
Conclusion
00:11
Solutions Video
02:22
Chapter 11 Quiz
2 questions
Section 12: The ISERROR Function
Chapter 12: The ISERROR Function Lecture Video
07:03
Exercise 1—Reconciliation with MATCH
01:13
Exercise 2—Reconciliation with VLOOKUP
01:13
Conclusion
00:09

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Instructor Biography

Jeff Lenning, 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.

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