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  • Lesson resourcesResources
  • Quick referenceReference
  • Transcript
  • Notes

About this lesson

A quick introduction to the course.

Exercise files

There are no related exercise files for this lesson.

Quick reference

In this course, we'll cover:

  • Getting Data in Workable Format
    • Fixing text and numbers
    • Fixing dates
    • Getting rid of blank lines in your data
  • Working With a Range of Data
    • Conditional formatting
    • Data validation
    • Filters
    • Grouping
  • Functions in Excel
    • Text functions
    • Logic functions
    • Calculations based on criteria
    • Lookup functions
  • Extracting, Combining, and Reporting Data
    • Data tables
    • Pivot tables
    • Power Query
    • Charts
    • Printing
  • Create your own Income Tax and Loan Calculators

 

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  • 00:04 Hi, welcome to this course on Microsoft Excel course curated especially for accountants.
  • 00:09 Now, the topics have been selected to represent a good example of
  • 00:13 the types of functions and tasks that you'll find useful in your job.
  • 00:16 It's presented at a level where a beginner should be able to
  • 00:20 follow along,
  • 00:21 but someone with more experience will pick up some helpful tips as well.
  • 00:26 In over 30 lessons, we'll cover how to get data into Excel all the way to reporting,
  • 00:31 and important topics in between, using relevant business data and examples.
  • 00:36 All lessons come with exercises and solutions, as well as downloadable files,
  • 00:41 so you can follow along or practice on your own.
  • 00:44 Here's what the course looks like.
  • 00:47 The first section starts off with getting data into Excel and how to clean it up.
  • 00:51 These lessons will point out possible problems you might encounter and
  • 00:54 shows you how to fix them.
  • 00:56 When you have the data in Excel, the next section of lessons helps you organize and
  • 01:01 emphasize data with conditional formatting, data validation, filters, and
  • 01:05 grouping large amounts of data to display a compact report.
  • 01:09 Conditional formatting lessons uses a dynamic and reactive to-do list.
  • 01:14 Data validation helps you create dropdown lists.
  • 01:16 And grouping helps you reduce large amounts of data by collapsing and
  • 01:21 expanding groups of data.
  • 01:23 We'll follow with some useful functions in Excel, relevant text functions,
  • 01:27 logic, calculations based on criteria, and lookup functions.
  • 01:31 We'll show you how to do calculations with dates and times, so
  • 01:35 that you could calculate payroll from timesheets, and
  • 01:37 lookups are explained using an invoice template.
  • 01:41 The next section of lessons shows you how to create a data table and
  • 01:44 what that can do for you.
  • 01:45 What a pivot table is and how to edit one, and a useful power query basic lesson that
  • 01:50 makes creating tables and pivots even easier.
  • 01:54 Enhance your data further with charts, and see how to prepare a file to print,
  • 01:58 should you wish to print a hard copy, or prepare a PDF for electronic distribution.
  • 02:04 The last section helps you to create your own income tax and loan calculators.
  • 02:09 And all these lessons are short and compact, and
  • 02:12 can be used as a reference long after you complete the course.
  • 02:16 By the end of this course, you'll be able to start digging into your own data
  • 02:20 using these accounting techniques, functions, and formulas right in Excel.
  • 02:25 So we hope you enjoy the course.

Lesson notes are only available for subscribers.

Importing Data into Excel: Fixing Text and Numbers
06m:25s
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