Modern “Excel-erated” Accounting

Author

Jianyuan(Andy) Hu

Description

Microsoft Excel has been bread-and-butter for almost every single accountants. Its evolution continues fast and furious, more than ever. Dynamic arrays, creating custom functions, lambda functions, importing database data, local linear optimization and of course, AI-powered features when used properly could save you or teams hours, deliver amazing outputs, and allow you to focus more on accounting. We will dive into a variety of these features together through real use cases, hoping that you/your team will be more productive and be inspired to adapt to your accounting workflows.

Length

8 hours.

Key Takeaways

Upon completion of this course, you will:

  • Deep dive in dynamic array and dynamic array functions in Microsoft Excel.

  • Utilize dynamic array functions to process, manage, and perform advanced operations on data in Excel.

  • Create custom functions to streamline repetitive complex calucaltions in Excel.

  • Create custom calculations for Pivot Table operations.

  • Expand data sources options (web sources, PDF, database etc.), with Power Query

  • Leverage AI-powered features (Copilot, Image recongition) to dramatically increase productivity in Microsoft Excel.

  • Understand the current analytics landscape, data technology landscape, and basic concepts of cloud computing.

Target Audience

This seminar will benefit the following groups:

  • Analyst(s) who works with detailed data and is frequently tasked with data wrangling and reporting.

  • Manager(s) who seeks inspiration and opportunities to increase their team’s reporting productivity with Microsoft Excel, or who aims to enhance their knowledge and literacy to navigate change management as staff begin to leverage advanced and modern features available in Microsoft Excel.

Prerequisite(s)

To get the most out of this session, you should have a few years of experience using Microsoft Excel. You should be comfortable with concepts like Pivot Tables, lookups, and basic functions such as SUM and SUMIFS.