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Excel Training for Accountants

Plan Excel training focused on transaction analysis and accounting workbooks. Discuss your goals and workshop scope with Power Concepts.

By Power Concepts. Course sources reviewed .

Build accounting Excel training around reconciliation

Accountants need reports that can be traced to approved source records. Start with the recurring workbook and the control that establishes its completeness, rather than requesting a general advanced course by job title.

An illustrative practice exercise

Illustrative exercise: a fictional transaction export is mapped to an approved account grouping and summarised by period. The source includes a duplicate batch and an unmatched account.

  1. Define the record and period.
  2. prepare the table and summary.
  3. reconcile the result and retain an exception list..

Check the result

Check the source total, mapping coverage and variance signs. Keep accounting treatment supplied by the responsible finance owner.

Confirm the right training scope

Compare Advanced Functions, Advanced Data Management and Expert Data Management by the actual bottleneck. Request a team scope if the organisation’s source and review process must shape the exercise.

Related options: Excel Training for Teams and Businesses; Excel skills assessment.

Compare the published course pathways

These public outlines are starting points for the skills discussed above. A role-specific example or requested workshop topic is not automatically included in every public session. Check the outline and confirm any must-have requirement before booking.

Excel Intermediate 1

Build a budget while improving the way you use Excel tables, references and formatting. The published course uses construction examples to practise a workflow that also applies to everyday spreadsheet work.

Listed duration: 4 hours

  • Build and format a budget worksheet
  • Excel tables, sorting and filtering
  • Absolute and relative references
View dates and fees

Excel Advanced Data Management

Prepare reliable Excel data and summarise it with PivotTables and PivotCharts. This course covers data validation, duplicates, advanced filters and slicers; the separate Expert Data Management course covers Power Query and Power Pivot.

Listed duration: 4 hours

  • Collect data with validation and pick lists
  • Remove duplicates and highlight invalid data
  • Advanced filters
View dates and fees

Excel Expert Data Management

Learn Power Query and Power Pivot in Excel to import, clean and connect data for repeatable reporting. Build data models, manage relationships, create measures and define KPIs after establishing a solid PivotTable foundation.

Listed duration: 4 hours

  • Import data with Power Query
  • Clean irregularly formatted data
  • Connect to data sources
View dates and fees

Discuss your training needs

Send the work task, learner count and software version. Power Concepts can confirm whether a public course or a scoped workshop is suitable, along with availability and a written quote.

Prepare an email enquiryCall 1-877-954-8433

Your email app opens with a draft for you to edit and send. No information is submitted by this page. You can also email info@powerconcepts.ca directly.

Sources and booking details

Practice scenarios on this page are illustrative. Fees, dates, delivery arrangements, feature availability and custom scope must be confirmed for your booking.