Microsoft Excel specialists

Spreadsheets for accountants

The Essential spreadsheets for accountants course is for you if you want to:

  • Discover formulas that solve many common accounting problems.
  • Learn the VLOOKUP function, its pitfalls and the solutions to circumvent them.
  • Adopt best-practice sheet structures to make workbooks easy to follow and maintain.
  • Build an import and report application in which you can easily identify new imported codes and then, with minimal effort, incorporate them.
  • Find out the different ways to consolidate data, and the pros and cons of various solutions. A PivotTable on multiple consolidation ranges is one method covered.
  • Find and remove duplicates from a list. Locate differences between one list and another.

The More essential spreadsheets for accountants course is for you if you want to:

  • Discover the database model structure and all of its advantages over the typical spaghetti-style workbook structure.
  • Create a maintainable, multi-unit reporting application.
  • Learn how to drill-down SUMIF to see the values summed.
  • Create PivotTable reports from spreadsheet data arranged in database layout.
  • Present data clearly with charts. A Waterfall chart is included.
  • Create succinct dashboard reports that clearly convey key company data on one page.
  • Learn a wide variety of date and time calculations.
  • Take away a flexible Fixed Assets register you can adapt for your own uses.

The Specialised spreadsheets for accountants course is for you if you want to:

  • Learn all the key techniques of project analysis.
  • Master calculations of interest rates, loan payments, IRR, and NPV. Know the pitfalls and solutions.
  • Link your files with best-practice techniques that avoid the various pitfalls.
  • Create long-term models that include or avoid circular reference calculations.
  • Create sensitivity reports on varied model assumptions.
  • Use Monte Carlo simulation to apply real-world random variations to key assumptions.
  • Use Goal Seek to set inputs to reach a target output.
  • Use Solver to find optimal solutions to problems that have constraints.
  • Apply the forecasting techniques of trend and regression.

Course content overview:

  • Essential spreadsheets for accountants         | venues |
    Know the formula solutions to common problems, report from moving data, adopt best practices for workbook and sheet layout, build an import and report application, consolidate, reconcile lists, discover great time-saving tips.

  • More essential spreadsheets for accountants         | venues |
    Use best-practice database model structure, build a multiple-units reporting application, add PivotTable reports, create charts for accountants, create succinct, readable dashboard reports, learn date & time calculations, build a Fixed Assets register and learn DSUM.

  • Specialised spreadsheets for accountants         | venues |
    Master investment analysis, use best-practice multi-workbook model structures, create long-term financial models, create a cross-tabulation report of multiple model runs, run a Monte Carlo simulation, use Solver and forecasting techniques.

Course structure:

  • Essential, More essential and Specialised spreadsheets for accountants
    Duration: one day. Format: seminar.

What you get for each course:

  • The best possible advice and training from international company AbleOwl, who have specialised solely in Excel and spreadsheets for over twenty years.
  • Assimilation of good spreadsheet design practices. All AbleOwl courses apply ESP conventions. ESP(Excel Standardisation Programme). That means you will more quickly understand and navigate the workbooks used, whichever AbleOwl courses you attend.
  • A well-written, full-colour, indexed course manual that explains each of the course agenda items in detail.
  • A USB flash drive that contains all spreadsheets covered in the course examples. You can modify the spreadsheets for your own use.
  • A free PDF copy of each of our monthly publications: Instant, In-depth and Visual Basic Excel Sheets. Then, select your preferred magazine and receive a free three-month subscription to it.
  • The GenieMini add-in, to speed up many common tasks and to help apply conventions and good practices.
  • Multiple-place discount: 10% off for three or more places booked on the same course.
  • Refreshments and lunch included in the price.
  • A course certificate upon request.

Who should attend:

  • Essential spreadsheets for accountants
    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 course 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. You do not need to attend any other AbleOwl course prior to attending this one.

  • More essential spreadsheets for accountants
    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 course 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. You do not need to attend any other AbleOwl course prior to attending this one.

  • Specialised spreadsheets for accountants
    Those involved in analysis, strategy-development and planning. You should have a good working knowledge of Excel. This course has a more mathematical bent than our other two Spreadsheets for accountants courses. Though the course assumes no prior knowledge of the topics covered in those courses (for example, an understanding of Net Present Value), you would find such knowledge an advantage.

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.

The courses cover Microsoft Excel releases XP(2002) through 2013.
Where there are differences among the covered releases, they are pointed out.


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.