4.5
Contents
Excel and accounting
Advanced basics
- Formatting, important Excel functions in data analysis.
- Calculating with date values.
- Database functions.
- Database basics, AND, OR.
- Special filter.
- VLOOKUP, SUMIF, SUMIFS, COUNTIF.
- Query crosstabs with INDEX and COMPARE.
- Diagrams.
- Inserting and running VBA macros.
Use cases in accounting
- Excel analysis tools (target value search, scenario manager, solver, data table, special filters).
- Conditional formatting, application in a balanced scorecard.
- Set up sheet protection.
- Structure of forms with sheet protection, conditional formatting and validity lists.
- Financial mathematical functions.
- Data import from various sources and data preparation with Power Query.
- Data analysis with pivot tables (including data slices and timelines).
Learning environment
In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.
Your benefit
In this interactive training , you will learn and practise basic Excel applications for your accounting. Find out,
- how to use Excel profitably in your daily work in finance and accounting by learning advanced basic functions such as VLOOKUP, pivot tables, database functions, and much more.
- how to visualize, evaluate and successfully present your data using selected Excel functions.
Methods
Presentation, practical examples on the PC and sample solutions.
Recommended for
employees from financial accounting, accounting and related business areas as well as from tax consulting and auditing firms.
- Customized training courses
- Direct application in practice
- Efficient use of time and resources
Further recommendations for "Excel basics in accounting"
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Ratings and feedback from our participants
Start dates and details
Monday, 13.07.2026
10:00 am - 5:00 pm
Tuesday, 14.07.2026
09:00 am - 4:30 pm
Tuesday, 10.11.2026
10:00 am - 5:00 pm
Wednesday, 11.11.2026
09:00 am - 4:30 pm
Thursday, 25.02.2027
10:00 am - 5:00 pm
Friday, 26.02.2027
09:00 am - 4:30 pm
About us - The Haufe Akademie
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