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Updated in [April 29th, 2023]

This course provides an overview of the fundamental Excel skills for accounting and finance staff. Participants will learn the most essential Excel skills that will enhance their career, such as logical tests and IF statements, VLOOKUP, INDEX & MATCH and XLOOKUP, Sum with conditions (SUMIF SUMIFS), tables for efficiency, pivot tables, and dynamic arrays. Upon completion of the course, participants will have a better understanding of how to use Excel to improve their work efficiency and accuracy.

[Applications]
After completing this course, participants will be able to apply their newly acquired Excel skills to their accounting and finance roles. They will be able to use logical tests and IF statements to create more efficient spreadsheets. They will be able to use VLOOKUP, INDEX & MATCH and XLOOKUP to quickly and accurately retrieve data from large datasets. They will be able to use SUMIF and SUMIFS to quickly and accurately sum data with conditions. They will be able to use tables to create more efficient spreadsheets. They will be able to use pivot tables to quickly and accurately summarize data. Finally, they will be able to use dynamic arrays to quickly and accurately analyze data.

[Career Paths]
1. Financial Analyst: Financial Analysts are responsible for analyzing financial data and providing advice to businesses and individuals on how to best manage their finances. They use Excel to analyze data, create financial models, and develop reports. With the increasing complexity of financial markets, the demand for Financial Analysts is expected to grow significantly in the coming years.

2. Accountant: Accountants use Excel to create financial statements, analyze financial data, and prepare tax returns. They must be proficient in Excel to be able to accurately and efficiently complete their tasks. With the increasing complexity of financial regulations, the demand for Accountants is expected to remain strong in the coming years.

3. Data Analyst: Data Analysts use Excel to analyze large amounts of data and develop insights from it. They must be proficient in Excel to be able to accurately and efficiently complete their tasks. With the increasing amount of data being generated, the demand for Data Analysts is expected to grow significantly in the coming years.

4. Financial Modeler: Financial Modelers use Excel to create financial models to analyze and forecast financial performance. They must be proficient in Excel to be able to accurately and efficiently complete their tasks. With the increasing complexity of financial markets, the demand for Financial Modelers is expected to remain strong in the coming years.

[Education Paths]
1. Bachelor of Science in Accounting: This degree path provides a comprehensive understanding of accounting principles and practices, as well as the ability to apply them in a variety of settings. It also covers topics such as financial statement analysis, taxation, auditing, and financial management. With the increasing demand for skilled accountants, this degree path is becoming increasingly popular.

2. Master of Science in Finance: This degree path provides a deeper understanding of financial markets, investments, and corporate finance. It also covers topics such as financial modeling, risk management, and portfolio management. With the increasing complexity of financial markets, this degree path is becoming increasingly popular.

3. Master of Business Administration (MBA): This degree path provides a comprehensive understanding of business principles and practices, as well as the ability to apply them in a variety of settings. It also covers topics such as strategic management, marketing, operations, and organizational behavior. With the increasing demand for skilled business professionals, this degree path is becoming increasingly popular.

4. Master of Science in Data Science: This degree path provides a comprehensive understanding of data science principles and practices, as well as the ability to apply them in a variety of settings. It also covers topics such as machine learning, data mining, and predictive analytics. With the increasing demand for skilled data scientists, this degree path is becoming increasingly popular.

Course Syllabus

Logical tests

IF Statements

VLOOKUP

INDEX and MATCH

S is for Super Power (summing with conditions attached)

Efficiency with Tables

Explaining Pivot tables in 10 minuites

Introducing Dynamic Arrays

Pivot table alternative using Dynamic Arrays (UNIQUE SORT AND TRANSPOSE)

The FILTER function

XLOOKUP