Excel for Accountants

Program Code: EXC-ACC

6 weeks Online Kumoyo Technologies Online

Program Overview

Master essential Excel skills for accounting professionals. Learn formulas, functions, pivot tables, charts, and financial analysis techniques to streamline your accounting work. This hands-on course covers everything from basic spreadsheet navigation to advanced financial modeling.

Curriculum & Modules

Week 1: Excel Basics for Accountants

Navigating the Excel interface
Essential shortcuts and productivity tips
Cell referencing (Relative, Absolute, Mixed)
Data entry and formatting techniques
Basic formulas (SUM, AVERAGE, COUNT, MIN, MAX)
Creating and formatting professional tables

Week 2: Intermediate Excel Functions

IF, AND, OR logical functions
VLOOKUP, HLOOKUP, XLOOKUP
INDEX and MATCH functions
Date and time functions
Text functions (LEFT, RIGHT, MID, CONCATENATE)
Data validation for error control

Week 3: Financial Functions

PV (Present Value), FV (Future Value)
PMT (Payment), RATE, NPER
NPV (Net Present Value)
IRR (Internal Rate of Return)
Depreciation calculations (SLN, SYD, DB)
Financial modeling basics

Week 4: Data Analysis Tools

Sorting and filtering data
Advanced filtering techniques
Conditional formatting for insights
Data validation and dropdown lists
Removing duplicates
Handling missing data

Week 5: Pivot Tables & Charts

Creating pivot tables
Customizing pivot table layouts
Slicers and timelines for interactivity
Calculated fields and items
Creating professional charts and graphs
Dashboard creation basics

Week 6: Final Project

Complete financial analysis project
Build a comprehensive accounting dashboard
Presentation and review

Entry Requirements

Basic computer literacy. No prior Excel experience required. Access to Microsoft Excel 2016 or later (or Google Sheets). Laptop/Desktop with internet connection.

Learning Outcomes

Navigating the Excel interface

Essential shortcuts and productivity tips

Cell referencing (Relative, Absolute, Mixed)

Data entry and formatting techniques

Basic formulas (SUM, AVERAGE, COUNT, MIN, MAX)

Creating and formatting professional tables

IF, AND, OR logical functions

VLOOKUP, HLOOKUP, XLOOKUP

INDEX and MATCH functions

Date and time functions

Text functions (LEFT, RIGHT, MID, CONCATENATE)

Data validation for error control

PV (Present Value), FV (Future Value)

PMT (Payment), RATE, NPER

NPV (Net Present Value)

IRR (Internal Rate of Return)

Depreciation calculations (SLN, SYD, DB)

Financial modeling basics

Sorting and filtering data

Advanced filtering techniques

Conditional formatting for insights

Data validation and dropdown lists

Removing duplicates

Handling missing data

Creating pivot tables

Customizing pivot table layouts

Slicers and timelines for interactivity

Calculated fields and items

Creating professional charts and graphs

Dashboard creation basics

Complete financial analysis project

Build a comprehensive accounting dashboard

Presentation and review

Program Fees

Course Fee

ZMW 1,500.00

One-time payment

Application Fee ZMW 30.00

Total Investment:

ZMW 1,530.00

All inclusive

Certification

Kumoyo Technologies

Apply Now Request More Info Back to Programs

6
weeks

6
Modules

Hands-on
Practical