Microsoft Excel in Accounting

This Microsoft Excel in Accounting course teaches you everything you need to know to master Excel for real-world financial applications. From the basics of spreadsheet navigation to advanced data analysis, you’ll gain practical accounting skills using one of the most essential business tools.

Designed for both beginners and professionals, this comprehensive, instructor-led course explores Excel formulas, functions, pivot tables, data visualization, and automation. You’ll learn how to use Excel effectively for bookkeeping, budgeting, reporting, and decision-making — empowering you to manage business finances with confidence and precision.

By the end of this course, you’ll have the knowledge and practical skills to perform accounting and financial analysis tasks using Microsoft Excel, with a CPD-accredited certificate to validate your expertise.

Who Should Take This Course
This course is ideal for:

• Accountants, bookkeepers, and finance professionals looking to enhance their Excel skills.

• Small business owners managing their own accounts.

• Students pursuing accounting, finance, or business studies.

• Anyone eager to master Excel for financial management and reporting.

Learning Outcomes
By completing this course, you will:

• Master Excel tools for accounting, reporting, and analysis.

• Use advanced formulas, functions, and pivot tables efficiently.

• Create charts and dashboards for financial data visualization.

• Automate accounting tasks and streamline data entry.

• Use Excel for forecasting, budgeting, and performance tracking.

• Build professional reports, statements, and spreadsheets.

Assessment & Certification

• Online assessment at the end of the course (unlimited re-attempts).

• Instant digital CPD-accredited certificate upon completion.

• Certificates have no expiry, though renewal is recommended every 12 months.

Course Curriculum

Section 01: Microsoft Excel 2019 New Features

• Introduction to Microsoft Excel 2019 New Features – 00:07:00

• CONCAT – 00:02:00

• IFS – 00:01:00

• MAXIFS – 00:01:00

• MINIFS – 00:01:00

• SWITCH – 00:02:00

• TEXTJOIN – 00:01:00

• Map Chart – 00:02:00

• Funnel Chart – 00:01:00

• Better Visuals – 00:06:00

• Pivot Table Enhancements – 00:02:00

• Power Pivot Updates – 00:01:00

Section 02: Getting Started with Microsoft Excel

• Navigate the Excel User Interface – 00:28:00

• Use Excel Commands – 00:10:00

• Create and Save a Basic Workbook – 00:19:00

• Enter Cell Data – 00:12:00

• Use Excel Help – 00:05:00

Section 03: Performing Calculations

• Create Worksheet Formulas – 00:15:00

• Insert Functions – 00:17:00

• Reuse Formulas and Functions – 00:17:00

Section 04: Modifying and Formatting Worksheets

• Insert, Delete, and Adjust Cells, Columns, and Rows – 00:10:00

• Search for and Replace Data – 00:09:00

• Use Proofing and Research Tools – 00:07:00

• Apply Text and Number Formats – 00:16:00

• Align Cell Contents and Apply Themes – 00:12:00

• Create and Use Templates – 00:08:00

Section 05: Data Management and Analysis

• Sort, Filter, and Query Data – 00:10:00

• Outline and Subtotal Data – 00:09:00

• Apply Conditional Formatting – 00:07:00

• Use PivotTables and PivotCharts – 00:13:00

• Analyze and Present Data Visually – 00:12:00

Section 06: Advanced Excel Features

• Use Lookup and Reference Functions – 00:13:00

• Automate Workbooks with Macros – 00:18:00

• Create Sparklines and Maps – 00:07:00

• Forecast Data Trends and Scenarios – 00:06:00

• Apply Data Validation and Error Checking – 00:13:00

✅ Delivery: 100% Online, self-paced
🎓 Certification: CPD-accredited instant digital certificate
🕒 Duration: Flexible (approx. 10–12 hours of guided learning)