General Excel Formulas for Accountants

by Paula Guilfoyle
access120 days access
cpd hours4 CPD hours
price£75+vat

This course will enable you to:

  • Improve your general knowledge of Excel
  • Construct both basic and complex IF statements
  • Use conditional functions to write formulas more efficiently
  • Understand different LOOKUP functions available and their benefits and limitations
  • Use both relative and absolute cell references to efficiently write formulas
  • Start using keyboard shortcuts as well as other time saving tips and tricks

Excel is a powerful tool and it's one that accountants use daily. But are you using it to its full potential? By developing your Excel skills, you will not only save time but make sure that your spreadsheets are always correct and clear.

This course enables you to create basic and complex IF statements, and use simple and more advanced lookup functions. You can also delve deep into conditional calculations, the SUM function, and learn how to use relative and absolute cell references to write formulas efficiently. You'll discover a variety of tips and tricks, functions and formulas that can be used across all versions of Excel.

Logical functions and IF statements

  • Logical tests and IF statements
  • Commission calculation
  • AND and OR
  • Nested IF statements

Conditional calculations

  • IFS
  • SUMIF and SUMIFS
  • More IFs and IFSs
  • MIXIFS
  • Using IF functions

LOOKUP functions

  • The fundamental functions
  • VLOOKUP
  • VLOOKUP with MATCH
  • INDEX and MATCH
  • Lookup queries
  • XLOOKUP
  • Using XLOOKUP

Relative and absolute cell references

  • Efficient formulas
  • Relative cell references
  • Absolute cell references
  • Constant row references
  • Constant column references
  • Multiplication table
  • Creating a multiplication table
Paula Guilfoyle is a member of the Institute of Certified Public Accountants in Ireland. She 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. Paula has given many talks and presentations in the areas of Excel, spreadsheet use, PowerBI and business intelligence, and has published many articles on the same subjects.
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