Introduction

Quick reference

• 00:04 Hi, welcome to this course on Microsoft Excel course curated especially for accountants.
• 00:09 Now, the topics have been selected to represent a good example of
• 00:13 the types of functions and tasks that you'll find useful in your job.
• 00:16 It's presented at a level where a beginner should be able to
• 00:20 follow along,
• 00:21 but someone with more experience will pick up some helpful tips as well.
• 00:26 In over 30 lessons, we'll cover how to get data into Excel all the way to reporting,
• 00:31 and important topics in between, using relevant business data and examples.
• 00:36 All lessons come with exercises and solutions, as well as downloadable files,
• 00:41 so you can follow along or practice on your own.
• 00:44 Here's what the course looks like.
• 00:47 The first section starts off with getting data into Excel and how to clean it up.
• 00:51 These lessons will point out possible problems you might encounter and
• 00:54 shows you how to fix them.
• 00:56 When you have the data in Excel, the next section of lessons helps you organize and
• 01:01 emphasize data with conditional formatting, data validation, filters, and
• 01:05 grouping large amounts of data to display a compact report.
• 01:09 Conditional formatting lessons uses a dynamic and reactive to-do list.
• 01:14 Data validation helps you create dropdown lists.
• 01:16 And grouping helps you reduce large amounts of data by collapsing and
• 01:21 expanding groups of data.
• 01:23 We'll follow with some useful functions in Excel, relevant text functions,
• 01:27 logic, calculations based on criteria, and lookup functions.
• 01:31 We'll show you how to do calculations with dates and times, so
• 01:35 that you could calculate payroll from timesheets, and
• 01:37 lookups are explained using an invoice template.
• 01:41 The next section of lessons shows you how to create a data table and
• 01:44 what that can do for you.
• 01:45 What a pivot table is and how to edit one, and a useful power query basic lesson that
• 01:50 makes creating tables and pivots even easier.
• 01:54 Enhance your data further with charts, and see how to prepare a file to print,
• 01:58 should you wish to print a hard copy, or prepare a PDF for electronic distribution.
• 02:04 The last section helps you to create your own income tax and loan calculators.
• 02:09 And all these lessons are short and compact, and
• 02:12 can be used as a reference long after you complete the course.
• 02:16 By the end of this course, you'll be able to start digging into your own data
• 02:20 using these accounting techniques, functions, and formulas right in Excel.
• 02:25 So we hope you enjoy the course.

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