Advanced Excel Formulas for Accountants

by

This course explores advanced Excel accounting functions and how you can apply them in your finance work. Learn how to calculate future value, carry out one and two variable analysis, use reference functions, create dynamic ranges and more, in this course.

£100 +VAT

4 CPD hours

120 days’ access

Use ACPD101 for 10% off any purchase.

Advanced Excel Formulas for Accountants

£100 +VAT

4 CPD hours 120 days’ access
Use ACPD101 for 10% off any purchase.

Advanced Excel Formulas for Accountants

This course is not currently available. To find out more, please get in touch.

This course will enable you to

  • Employ Excel’s suite of financial functions to calculate loan repayment and investment returns
  • Use functions such as Goal Seek and Scenario Manager, to analyse data and solve problems including both one and two variable analysis
  • Use OFFSET, INDIRECT and other Lookup and Reference functions to reference data from other worksheets, create dynamic functions and carry out lookups
  • Use named ranges and user defined functions to make navigation easier and formulas simper to read

About the course

Excel is an extremely powerful tool for accountants but are you using it to its full potential? Take your Excel skills to the next level, by mastering more advanced techniques, and understanding how they can be applied in your finance role.
This advanced Excel course for accountants will help you develop essential skills for complex calculations, such as calculating loan repayments and performing what-if analysis on your data.
You’ll learn how to calculate future value, conduct one- and two-variable analysis, and utilise reference functions effectively. Additionally, you’ll discover how using named ranges and user-defined functions can boost your efficiency at work.

Contents

Financial functions

Welcome
Future value
Effective interest rate
Present and net present values
NPV function
Lenders and the PMT function

Analysis for accountants

Welcome
Two variable analysis
What are Scenario Manager, Goal Seek and Solver?
Scenario Manager
Goal Seek
Solver

Reference functions

Welcome
The benefits of reference functions
OFFSET function
OFFSET
INDIRECT Function
INDIRECT
ROWS and COLUMNS
CHOOSE function

Named ranges and user defined functions

Welcome
Benefits of named ranges
Setting up a dynamic named range
User Defined Functions
LET function

How it works

Author

Paula Guilfoyle

Paula Guilfoyle

Paula practiced in Industry for over 15 years, working with both small and large private companies, before moving on to teach Excel and Power BI to accountants and professionals.