Excel for Accountants: Getting Started

by Paula Guilfoyle

Excel is a powerful calculation tool and record keeper, and is also a tool for reporting and analysing. This course is designed to take you through the features and functions available. Enhance your knowledge of navigating an Excel workbook, formatting data, and more.

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

This course will enable you to

  • Understand the basics of Excel including opening and saving workbooks, and navigating ribbons to find the commands you need
  • Sort, filter and format data to present reports in an attractive, and easy to understand way
  • Use print and preview options including how to insert headers and footers, and how to adjust page, margin and sheet options
  • Insert and format tables and charts in Excel
  • Understand how to use slicers, timelines and sparklines

About the course

Not only is Excel a powerful calculation tool and record keeper, but it is also a tool for reporting and analysing. With so many features and functions available, getting started with Excel can be daunting to many. However, it doesn’t have to be difficult. This course is designed to take you through the basics, step by step.

By the end of this course, you will be comfortable navigating an Excel workbook, entering and formatting data, setting print options, inserting various items into your worksheets and much more.

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

  • Your first look at Excel
    • In this module...
    • Opening and saving an Excel workbook
    • The basics of workbooks
    • Understanding ribbons
    • Navigating the ribbons
    • Entering data
    • Entering a formula
    • Working with formulas
    • Navigating a workbook and selecting data
    • Using the Quick Access Toolbar
    • Editing the Quick Access Toolbar
  • Working with data
    • In this module...
    • Understanding AutoFill
    • Using AutoFill
    • Cut, Copy, Past, Undo, and Redo
    • Sorting and filtering
    • How to sort and filter data
    • Finding and replacing data
    • Finding data
    • Working with font and number formatting
    • Alignment and applying borders
    • The Format Painter
    • Using the Format Painter
  • Print and preview options
    • In this module...
    • Preview and print
    • Page options for printing
    • Amending page margins
    • Available sheet options
    • Changing your page setup
    • Adding headers and footers
    • Customising headers and footers
    • Changing the view of a workbook
    • Navigating the View Ribbon
  • Insert options
    • In this module...
    • Inserting a table
    • Using shortcuts to navigate a table
    • Formatting a table
    • Practising formatting
    • Inserting a chart
    • Editing a chart
    • Amending chart elements
    • Hands on with Chart Elements
    • Inserting slicers and timelines
    • Using timelines and splicers

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.

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