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Essential spreadsheets for accountants
Specialised spreadsheets for accountants



  WHAT YOU GET

Course manual
& Excel files

20  minutes’
hotline time

Excel expertise
28 years’
specialisation

Job-related courses

More essential spreadsheets for accountants


     Duration: 1 day  
     Format: Interactive seminar with quizzes  
   Arrival and refreshments: 8:45am  
   Start 9:00am  
   Finish: 4:30pm  
  YOUR POWER-PACKED AGENDA

Create sophisticated management accounting reporting applications. Really harness the power of Excel.

Use best-practice database model structure

  • Learn the advantages for many applications of one big database sheet feeding multiple reports.
  • Filter database sheet data.
  • Recap the six data-sheet types.
  • Discover the free GenieMini add-in to help standardise your worksheets.

Build a multiple-units reporting application

  • Create a simple structure of database sheet and report sheets.
  • Code the data to allow filtering, easy report creation and PivotTable reporting.
  • Easily create reports in any layout.
  • Consolidate multiple units into one database sheet.
  • Drill down from a report cell to see values summed on the database sheet.
  • Add crosschecks to reports and locate missing data.
  • Locate data with filters.
  • Learn concatenation and the SUMIF, INDEX and MATCH functions.

Add PivotTable reports

  • Create PivotTable reports from the database-sheet data of the above application.
  • Stop PivotTables from changing column widths on refresh.
  • Drill down to see items totalled.
  • Customise the content and layout.
  • Switch report to show values as a % of total.

Create charts for accountants

  • Create a basic chart.
  • Build a Bridging/Waterfall chart.
  • Know how to build a Gantt chart.

Create succinct, readable dashboard reports

  • Convey key information clearly and graphically in one concise report.
  • Combine your tables and charts into a single dashboard report.
  • Use linked pictures to fit varied tables into a maintainable report.
  • Highlight above- and below-target items with traffic-light charts and on-sheet indicators.

Learn date & time calculations

  • Calculate working days between two dates.
  • List the dates of working days.
  • Create a calendar that has weekends and holidays automatically coloured.
  • Display month-year column headings that change automatically with start date.
  • Discover accurate calculation of age in months.
  • Calculate the difference between start and end times.
  • Total times beyond 24 hours.
  • Input and format minutes and seconds.
  • Return week number from a date, month number from name and vice-versa.
  • Learn how to use Conditional Formatting.
  • Issue files with Analysis ToolPak functions.
  • Learn functions NETWORKDAYS, WORKDAY, WEEKDAY, WEEKNUM, ROUNDUP, YEAR, MONTH, DAY, DATE, DATEVALUE, TEXT, OR, NOT, MATCH and ISNA.

Build a Fixed Assets register and learn DSUM

  • Pick up a super-flexible Fixed Assets register that works from any past or future start and end dates.
  • Learn the depreciation formulas.
  • Know how to modify for different depreciation policies.
  • Create advanced criteria for DSUM.
  • Learn functions DSUM and TEXT.
  • Discover the free GenieMini add-in to quickly freeze and unfreeze panes.

Discover more great time-saving tips

  • Widen a column to best fit a selection of data.
  • Fill in missing headings in imported data.
  • Don't get muddled in Edit, Enter or Point mode.
  • Use the Fill Handle to clear, insert and delete.
  • Hide zero values.

Prerequisites

Accountants (and many non-accountants, too) who have been using spreadsheets for some time and are quite familiar with the basics of formula construction, formatting and printing.

The seminar is designed for those working in accounting: it is not essential for delegates to be qualified accountants. Though the course uses common accounting applications, the techniques can be applied widely.


  LEARN IN A POSITIVE ENVIRONMENT
 
  • Be assured the advice you get is well-proven and utilised.
  • Feel free to ask questions.
  • Get time away from the office and constant interruptions.
  • Enjoy a friendly environment where you don’t feel you’re holding others up.
  • Instantly apply what you’ve learned on return to work.

Presenters

AbleOwl has a number of different presenters, all of whom are Excel specialists.

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  COURSE CANCELLATION POLICY
 
A course booking is considered final when received in writing (online, email, fax or post) by AbleOwl, and can be cancelled up to ten working days before the course. After that, payment is expected in full and no refund will be given. All cancellations must be notified in writing, i.e. post, fax or email. Another delegate may be substituted at any time.