Excel Essentials for Accountants in 2025
What Will You Learn?
- Sales and Reporting Dashboard
- Trial Balance Analysis for Reporting
- Aging Analysis and Reconciliation
- Loan Schedule
Course Content
Course Introduction
-
Rating yourself in MS Excel
17:43 -
Introduction to Excel essentials for accountants
09:58 -
Course overview and structure
03:11 -
Introduction to MS Excel and Shortcuts
12:47 -
Navigating sheets on MS Excel
04:38 -
Grouping of sheets
06:39 -
Grouping of sheets II
05:38 -
Question and Answer on grouping of sheets
06:16 -
Navigating data using shortcuts
27:46 -
Navigating data on MS Excel
06:50 -
Question and Answer on navigating data on MS excel
04:00 -
Tabs and ribbon in MS Excel
08:23 -
Question and Answer on customizing ribbons and tabs
07:32 -
Quick Access Toolbar
10:41 -
Paste special
09:27 -
Question and Answer on paste special
10:15 -
Paste special transpose
06:35 -
Question and Answer on paste special transpose
10:04
Cell referencing
-
Introduction to cell referencing
13:13 -
Cell referencing
08:09 -
Question and Answer on cell referencing
22:03 -
Cell referencing II
08:50 -
Question and Answer on Cell referencing
05:42 -
Introduction to relative, absolute and mixed referencing
09:27 -
Applying Absolute and Relative referencing
05:18 -
Question and Answer on relative and absolute referencing II
08:12 -
Applying relative and absolute referencing II
13:49 -
Applying Mixed referencing
06:47 -
Question and Answer on applying mixed referencing
08:27 -
Using Text to column
06:25 -
Text to Column II
03:44
IF, AND, OR, DATE and TEXT functions
-
Introduction to functions and IF function
10:59 -
IF function
09:32 -
Question and Answer on IF function
13:06 -
Nested IF function
08:53 -
Question and Answer on Nested IF function
07:16 -
AND and OR in IF function
15:53 -
AND and OR in IF function II
30:29 -
Question and Answer on AND and OR in IF function
20:55 -
OR and IF function
08:49 -
Question and Answer on OR and IF Function
32:14 -
Ampersand and Concatenate
06:47 -
Question and Answer on Ampersand and Concatenate
29:10 -
LEFT, RIGHT, SEARCH and LEN Functions
16:02 -
Question and Answer on TEXT Functions
27:20 -
UPPER, LOWER and TRIM functions
01:16 -
Question and answer on TEXT function II
06:13 -
Understanding DATE Format, TODAY and NOW functions
06:02 -
Different DATE format and functions
07:40 -
Question and Answer on DATE format and function
12:08 -
EOMONTH function
04:51 -
Question and Answer on EOMONTH function
17:46
DATE VALUE, ROUND DOWN, ROUNDUP, TABLES, FLASHFILL and GOAL SEEK functions and features
-
Deriving next birthdate I
18:59 -
Deriving next birth date II
14:23 -
DATE VALUE function
06:12 -
Question and Answer on DATEVALUE function
12:37 -
ROUND Function
04:36 -
Question and Answer on ROUND Function
08:43 -
ROUNDUP and ROUNDOWN Function
09:05 -
Question and Answer on ROUNUP and ROUNDOWN Function
05:30 -
Flash fill feature
04:44 -
Question and Answer on Flash fill feature
08:43 -
Table in MS Excel
12:33 -
Question and Answer on Tables I
17:31 -
Question and Answer on Tables II
01:45 -
Goal seek feature
06:26 -
Question and Answer on Goal Seek I
14:32 -
Goal seek for Net salary
03:42 -
Question and Answer on Goal seek for net salary
06:16
Custom Format, Data Validation, MIN,MAX,SMALL,LARGE,COUNT, COUNTA, COUNTIFS, SUMIFS, AVERAGEIFS
-
Introduction to custom format
09:21 -
Introduction to custom format II
04:48 -
Question and Answer on custom format
02:49 -
Introduction to custom format III
05:23 -
Question and Answer on Introduction to custom format II
05:31 -
Question and Answer on Introduction to custom format III
28:18 -
Custom format colors and symbols
11:18 -
Custom format colors and symbols II
02:45 -
Introduction to data validation
09:19 -
Applying dates in data validation
05:43 -
Question and Answer on data validation
21:31 -
Introduction to MIN,MAX,SMALL and LARGE Functions
07:19 -
Question and Answer on MIN, MAX, SMALL and LARGE Functions
13:23 -
Question and Answer on MIN and MAX
03:29 -
SMALL AND LARGE Function
03:54 -
Question and Answer on SMALL and LARGE Function
17:52 -
COUNT and COUNTA Function
04:14 -
Question and Answer on COUNT,COUNTA and COUNTBLANK
04:22 -
COUNIFS Fuction
05:46 -
Question and Answer on COUNTIFS Function
04:31 -
SUMIFs Function
04:30 -
Question and Answer on SUMIFS Functions
13:29 -
AVERAGEIFS Function
01:49 -
Question and Answer on SUMIFS Function II
06:12 -
Applying SUMIFS in MA Preparation
14:46
INDEX,MATCH,VLOOKUP,SUMPRODUCT Functions
-
Introduction to INDEX Function
08:06 -
Introduction to INDEX Function II
05:04 -
Introduction to MATCH functions
06:30 -
Question and Answer on MATCH and INDEX Functions
07:42 -
Question and Answer on MATCH and INDEX Function II
07:23 -
INDEX and MATCH Function
05:04 -
MATCH and INDEX Function II
16:42 -
SUMPRODUCT Function
04:54 -
VLOOKUP Function
05:33 -
VLOOKUP Function II
10:05 -
VLOOKUP Function III
12:24 -
Question and Answer on VLOOKUP Function
03:35
Aging Analysis and Loan Schedule computation
-
Creating Aging Schedule
06:59 -
Question and Answer on Aging Schedule I
15:22 -
Creating Aging Schedule II
03:39 -
Question and Answer on creating Aging Schedule
14:42 -
Creating Aging Schedule III
07:25 -
Question and Answer on Creating Aging Schedule III
11:38 -
Creating the aging schedule using Pivot
04:53 -
Aging schedule recap
06:16 -
Question and Answer on Aging Schedule
06:43 -
Aging schedule summary using SUMIFS function
06:34 -
Aging summary schedule with Pivot
08:42 -
Question and Answer on Aging schedule summary with Pivot
29:15 -
Creating classes for TB Mapping
19:03 -
TB Summary using Pivot
05:50 -
Using Pivot data to create IS and SOFP
08:20 -
Question and Answer on using pivot data to create IS and SOFP I
22:13 -
Question and Answer on using Pivot data to create IS and SOFP II
03:33 -
Completing IS and SOFP
04:59 -
Loan schedule principal section
09:12 -
Question and Answer on loan schedule principal section
10:11 -
Adding principal repayment to loan schedule
10:20 -
Computing repayment of principal loan schedule
05:53 -
Question and Answer on loan schedule principal section
21:21 -
Loan schedule interest computation section
09:07 -
Question and Answer on loan schedule interest computation
21:37 -
Summary on loan schedule
01:35 -
Creating the movement schedule for loan
13:31 -
aggregating Interest charge on loan movement schedule
11:34 -
Rationale for loan movement schedule and Interest calculation
05:43 -
Question and Answer on loan movement schedule
06:25 -
Aggregating principal repayment for loan movement schedule
07:37 -
Question and Answer on Loan movement schedule II
08:11 -
Converting monthly PL to YTD using SUMIF
14:11 -
Question and Answer on convertly Monthly PL to YTD
10:48 -
Cell Naming
04:50 -
Summarizing Fixed asset register with Pivot
09:08 -
Question and Answer on summarizing Fixed Asset using Pivot
18:00
Creation of Dashboard
-
Introduction to dashboard creation on employee data
06:32 -
Question and Answer on dashboard creation on employee data
08:10 -
Creating the KPI Staff count, Staff cost and Average age
06:10 -
Question and Answer on calculating employee’s age
06:03 -
Introduction to dashboard creation
04:56 -
Creating salary band and age band for employee data
12:03 -
Question and Answer on creating salary and age band for employee
05:32 -
Creating the Age band
02:03 -
Naming the Pivot table
04:56 -
Creating the box for the dashboard
05:08 -
Question and Answer on creating the box and inserting Pivot tables
03:48 -
Inserting the box and labeling the box
09:02 -
Question and Answer on Inserting Shapes and textbox
04:43 -
Linking the box to Pivot data
07:46 -
Question and Answer on Inserting Pivot data into the box
04:52 -
Creating Pivot at department level
04:21 -
Adding Slicer in Pivot
04:21 -
Question and Answer on adding Slicer to Pivot
03:22 -
Question and Answer adding Slicer to Pivot II
05:22 -
Adding Slicer and linking with report connection to Pivot table
03:06 -
Creating box for department level
04:00 -
Questions and Answer on creating box for department level
05:33 -
Linking department box to Pivot table and adding Slicer to it
08:10 -
Question and Answer on department data linking to Pivot and inserting Icons
14:19 -
Question and Answer on creating department box on dashboard
14:50 -
Creating Pivot tables for charts
08:42 -
Question and Answer on creating Pivot for charts and graphs
06:27 -
Formating numbers on Pivot tables
04:44 -
Test Assessment
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Final case study assessment
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