Contents
Excel and accounting
Advanced basics
- Formatting, important Excel functions in data analysis.
- Calculating with date values.
- Database functions.
- Database basics, AND, OR.
- SREFERENCE, SUMMEWENN, COUNTWENN.
- Query crosstabs with INDEX and COMPARE.
- Diagrams.
- Inserting and running VBA macros.
Use cases in accounting
- Import of a complete Datev accounting system.
- Presentation and analysis of the balance sheet and income statement.
- 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.
- Brief insight into Power Query and Power Pivot.
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 for your daily work in finance and accounting through knowledge of advanced basic functions such as SVERWEIS, pivot tables, database functions and much more, and
- 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"
Seminar evaluation for "Excel basics in accounting"
Start dates and details
Monday, 06.10.2025
10:00 am - 5:00 pm
Tuesday, 07.10.2025
09:00 am - 4:30 pm
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
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Questions & Answers
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