Intermediate Excel Formulas for Accountants

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

This course will enable you to:

  • Use a variety of rounding functions and formulas
  • Extract text from text strings, create dynamic text labels, and custom format your text
  • Use custom formatting to change the presentation of dates and times
  • Make your workbooks more resistant to errors by setting up data validation and creating error-resistant formulas

Excel is the tool of choice for accountants, but many of us only use a fraction of the functionality available. It can be difficult to enhance your Excel skills when you don't know what tools are available to you.

This course builds on your Excel knowledge and skills by introducing you to even more formulas that you can use in your accounting or finance role. You'll master a variety of rounding and text functions, understand how to use date and time formulas in your role and how to create error-resistant formulas. It's an ideal course for finance professionals who have mastered general level formulas and are looking to take their skills to the next level.

Rounding functions

  • ROUND function
  • ROUNDUP and ROUNDDOWN
  • FLOOR.MATH and CEILING.MATH
  • Other rounding functions

Text functions

  • Separating text
  • Extracting text
  • Cleaning text
  • Searching and amending text
  • Custom formatting
  • Dynamic labels

Dates and times

  • How Excel works
  • Calculating duration
  • EOMONTH
  • Formatting dates and times
  • More date and time functions

Data validation and errors

  • The basics of data validation
  • Applying data validation
  • Advanced data validation
  • Errors
  • Product costs
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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