Advanced Excel Formulas for Accountants

by Paula Guilfoyle

This course explores Excel's advanced 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.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

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 course will help you develop the skills you need to carry out complex calculations, like calculating loan repayments, and what-if analysis on your data. You'll learn how to calculate future value, use one and two variable analysis and make the most of reference functions. You'll also discover how using named ranges and user defined functions can make you more efficient in your work.

Look inside

imac
slide-1
slide-2
slide-3
slide-4
slide-5
slide-1-thumbnail
slide-2-thumbnail
slide-3-thumbnail
slide-4-thumbnail
slide-5-thumbnail

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

Author

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.

Reviews

Recommended

Why not upgrade?

Find the best way to complete your CPD

Course

Need just a few unitshourshours?

Pick n Mix

All you need for this year's CPD.

Licence

All you need for this year and more.

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours1,000+ unitshourshours1,000+ unitshourshours
Access period120 days120 days12 months12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team’s needs
Learn moreLearn moreLearn more
Recommended

Why not upgrade?

Find the best way to complete your CPD

Licence

All you need for this year and more.

Access to this course
Total CPD unitshourshours1,000+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Why not upgrade?

Find the best way to complete your CPD

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours1,000+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Licence

Recommended

All you need for this year and more.

Access to this course
Total CPD unitshourshours1,000+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours1,000+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

You might also like

Take a look at some of our bestselling courses