Microsoft Excel for Finance & Accounting
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:
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!
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.
Basic navigation and cell formatting
Basic maths functions like plus, minus, multiply and divide
Concept of depreciation and methods of depreciation
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
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
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.
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.
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.
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.
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.
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!
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.
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.
You can analyze data on multiple conditions just by dragging them! Pivot table are one of the most powerful features of Excel.
Do you need to add subtotals to some criteria? Well, you can do it in just two clicks!
Tables make it easier to manage data and keep the totals intact even when the data in table changes. Let's take a look.