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Microsoft Excel for Finance & Accounting

Functions and formulas that can boost your productivity as Accounting/Finance professional.
Instructor:
Irfan Sharif
38,866 students enrolled
English [Auto]
Accounting functions in Microsoft Excel
Finance functions in Microsoft Excel

Microsoft Excel has hundreds of functions and formulas to store, analyze, and alter data efficiently. However, no one really needs to know all of them to be able to work effectively on Excel.

In this course, you will learn key functions that are required most used by Finance and Accounting users when they are working with their business data. These functions include finding, replacing, sorting, filtering, summarizing, and analyzing data. Additionally, you will also learn how to bring in a particular data against a specific row parameter from other excel sheets.

Who should take this course:

  • Accounting students

  • Finance students

  • Accounting professionals

  • Finance professionals

  • Entrepreneurs and Business Owners with Finance knowledge

  • Investors with Finance knowledge

Why you should learn Excel for Finance and Accounting:

This course will change the way you work and will save your hours otherwise spent on complex calculations. You will be able to calculate the values you need for analysis and decisions just by writing small and easy formulas. The rest of your time can then be spent on tasks that matter! 

Prerequisite:

This course expects you to have basic knowledge of Excel, Finance, and Accounting. Let me be more precise on what you should know before starting this course.

Excel:

  • Basic navigation and cell formatting

  • Basic maths functions like plus, minus, multiply and divide

Accounting:

  • Concept of depreciation and methods of depreciation

Finance:

  • Concept of Time Value of Money

  • Present Value and Future Value concept

  • Conversion from present value to future value, and from future value to present value 

  • Concept of Discount factor and Annuity

  • Concept and calculation of NPV

  • Concept of calculation of IRR

Topics Covered:

  • Calculation of depreciation with Excel formulas

  • Calculation of PV and FV with Excel formulas

  • Calculation of NPV with Excel formulas

  • Calculation of IRR with Excel formulas

Money-Back Guarantee: 

Nothing to lose! If you will not be satisfied with the course, Udemy offers 30 days money-back guarantee!

Introduction to the teacher:

Chartered Accountant | 12 years of work experience | 12 years of teaching experience as visiting faculty

I am a Certified Chartered Accountant (ACCA) from the UK with 12 years of professional work and teaching experience and have taught more than 4,000 students in class and 80,000+ students on Udemy!

I have implemented accounting software and ERP at various organizations and have expertise in financial transformation. I have been leading accountancy practice for small and medium-sized entities for the last 4 months and have frequent interaction with entrepreneurs. So I know what exactly do entrepreneurs need to know to well manage their books. So, Microsoft Excel is what I use most of my day! I love this software, not just because it enables us to do a lot with data, but also because it is very simple and easy to use.

Introduction

1
Introduction

Excel has hundreds of functions and features, but as a business user, you do not have to master every single of them. Let's discuss what to expect in this course.

2
Find & Replace

You can replace any particular word with another in excel just in two quick steps! In this lecture, you will learn this quick 'find and replace' trick.

3
Sorting Data

You can sort your data in excel in almost any order you like. Each column can be sorted and there are some advanced sorting options like sorting levels. Let's explore further in this lecture.

4
Filters

Filters are a powerful way to analyze a particular type of data at a time. Excel offers some advanced filters like filtering range. Let's take a look at filters in more detail.

5
Relative and Absolute Reference

You can fix a cell in a formula, or you can keep it open for excel to dynamically calculate values. It is one of the most used features with excel formulas!

6
Vlookup

It is never easier to compile data from different files to one excel sheet. Vlookup is a powerful excel function that allows you to bring together data from different files to one sheet in a very efficient manner.

7
Conditional Formatting

You can quickly add formats and icons on data by adding some smart conditions. Make your data more meaningful and easier to read by just adding some smart conditional formatting.

8
Pivot Table

You can analyze data on multiple conditions just by dragging them! Pivot table are one of the most powerful features of Excel.

9
Subtotals

Do you need to add subtotals to some criteria? Well, you can do it in just two clicks!

10
Adding tables

Tables make it easier to manage data and keep the totals intact even when the data in table changes. Let's take a look.

Depreciation with Excel

1
SLN - Straight Line Method
2
DB - Declining Balance Method
3
SYD - Sum of Years Digits Method
4
DDB - Double Declining Balance
5
VDB - Variable Declining Balance

Present Value & Future Value

1
Introduction to PV and FV
2
Calculating FV - Future Value
3
Calculating PV
4
Calculating PV of Anuity
5
Calculating FV of Anuity
6
Calculating FV with changing interest rates

Net Present Value and IRR

1
Net Present Value - NPV
2
XNPV
3
IRR - Internal Rate of Return
4
XIRR

Loan & Mortgage Repayment

1
PMT
2
PPMT
3
IPMT
4
CUMIPMT
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30-Day Money-Back Guarantee

Includes

2 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion
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