Self-Study: Surgent's The 10 Must-Know Excel Features

Overview

Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of data validations and conditional formatting, this course offers a deep dive into Excel’s most impactful features. Whether you’re streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit.

Highlights

Using Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively
Using custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis
Using XLOOKUP for advanced data retrieval, allowing you to extract specific data from extensive datasets with ease
Using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations
Using SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting
Using array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations
Implementing data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records
Using slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data
Applying conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive
Introducing PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format

Prerequisites

A comprehensive working knowledge of Excel

Designed For

Accounting professionals at all levels who have a basic understanding of Excel and are looking to advance their skills to streamline their accounting practices and financial analysis

Objectives

Select the most appropriate Excel functions and features for specific tasks, ensuring optimal efficiency and accuracy in data management and reporting across a range of business applications
Apply advanced Excel features like PivotTables and Array Formulas to streamline complex data analysis and enhance reporting accuracy in diverse professional contexts
Differentiate between the uses of custom sorting and slicers in Excel to enhance data presentation and facilitate more efficient data navigation and analysis