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.
Further recommendations for "Excel basics in accounting"
Ratings and feedback from our participants
Start dates and details
Thursday, 16.04.2026
10:00 am - 5:00 pm
Friday, 17.04.2026
09:00 am - 4:30 pm
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
Your optimizer, innovator and companion since 1978 -
Your professional partner for professional development and seminars, training courses and topical conferences.
Whether on site, live online or in-house - our customised solutions, our claim to the highest level of consulting expertise and training tailored to your needs simplify the acquisition of skills for the working world of the future and sustainably facilitate professional development.
A wide range of seminars, individual coaching and our flexible formats support HR managers and decision-makers in shaping the future and developing employees, in-house teams and companies.
Experience the benefits of online training from the comfort of your own home. Our online formats meet the highest quality standards and are in no way inferior to face-to-face events in terms of practical relevance. Learn together live online in interactive groups or digitally at a time of your choice.
Do you have any questions?
We are there for you Monday to Friday 8:00 a.m. - 5:00 p.m.
Questions & Answers
In our Questions & Answers (FAQ) section, you will find all the answers and the most frequently asked questions about your selected topic.
Munzinger Str. 9
79111 Freiburg
- Planning security
- Free seminar places
- Quality standards
- Planning and locations
- Funding opportunities
- Training app
- Business Solutions
