Excel Essentials for Staff Accountants - Part 3
Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
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Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)
Produced by Alicia Yoss & Alanna Regalbuto
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Previous Video(s)
Part 1 - • Excel Essentials for Staff Accountants - P...
Part 2 - https://www.youtube.com/live/g6wyphnrSaw
--- Contents of this video ----------
00:00 - Intro
08:16 - How to make the Center Across Selection Macro?
09:03 - How to Record your Macros?
10:23 - How to edit your recorded Macros?
11:55 - How to add your newly created Macros to your Quick Access toolbar?
13:20 - Why you should set your Number Format first and then underline it?
15:44 - What's the purpose of Accounting?
17:02 - What are the most common methods to make your data more specific/easier to read?
17:44 - What's the biggest issue with using the Round Function to make your data more specific?
18:16 - How to change the number to display a more specific number, with Number Formatting?
20:28 - What are some other formatting codes?
20:35 - How to apply that number format to the selected cells?
24:39 - What do Define Names allow us to do?
25:30 - What are the rules to change the Defined Names and how to change it?
27:50 - How to change the date format to text?
33:03 How to put your dates in Excel?
35:43 - How to write a Dynamic Header?
38:17 - What are the three different ways zeros are displayed?
40:08 - What are a couple ways to handle your positive and negative zeros in Excel?
41:04 - Where is Set Precision located?
46:31 - Where to access Conditional Formatting?
46:38 - What you should know about Conditional Formatting?
47:30 - What do you want to make sure of when applying Conditional Formatting and why?
48:06 - What are the top two options in Conditional Formatting and what do they allow us to do?
51:06 - How to adjust and apply things with Conditional Formatting?
53:48 - Whats the Hidden Format and how to use it to get rid of data overlapping in your data bar?
56:26 - How to sort and filter Conditional Formatting?
57:31 - How to get rid of duplicates using Conditional Formatting?
58:25 - What is a destructive method to get rid of duplicates?
59:13 - what are some other less destructive methods of getting rid of or hiding duplicate in Excel?