Excel Essentials for Staff Accountants - Part 1
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.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/[[code]]/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)
Produced by Alicia Yoss & Alanna Regalbuto
Graphics By Flaticon.com and iStock
Music by Bensound.com
Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
------- Contents of this video ------------
00:00 - Intro
13:01 - What are some ways to figure out and document your workbook?
16:12 - How does Steve set up his workbooks?
22:19 - How to document your workbook more effectively?
22:41 - What are notes and comments in excel?
23:05 - How to make Notes and Comments?
24:00 - How do you get your name to show up for a comment or note?
25:07 - How to Print notes and comments?
26:32 - What feature is only available to Office 365 subscribers?
28:04 - What are some features that pop in after saving to your Office 365?
38:11 - Where is the Inquire toolbar located and what features does it have?
38:35 - What should you know about your 365 or Excel installation?
41:02 - How to Enable the Inquire toolbar?
41:43 - What does the Workbook Analysis feature do?
43:42 - What is the Activate window?
44:56 - What is Diagram View?
46:00 - What does Compare Files feature allow us to do?
46:50 - How can the Compare Files function be helpful?
47:58 - How to split your screen on Windows 10 and 11?
48:56 - How to use the Compare Files function?
50:35 - Where else can you use the Compare Files Function?
51:16 - What does Clear Excess Formating function do and where is it located?