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4.5

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Excel basics in accounting

Forms ─ Functions ─ Practical applications

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This training is held in German.

Especially in accounting, the Microsoft Excel spreadsheet has become an indispensable tool for dealing with a wide range of tasks. The training shows in detail the instruments and functions that Excel provides for data analysis and preparation in accounting. In addition to a toolbox of solutions, the main focus is on individual solutions with which we provide you with comprehensive know-how so that you can use your own Excel applications for your specific business environment.

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 qualification measure after you have registered.

Your benefit

In this interactive training , you will learn and practise basic Excel applications for your accounting. You will learn

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,
how you can visualize, evaluate and successfully present your data using selected Excel functions.

trainer

Stephan Blum

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.

Open Badges - Show what you can do digitally too.

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With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

Further recommendations for "Excel basics in accounting"

Reporting in accounting

Seminar evaluation for "Excel basics in accounting"

4.5 from 5

with 4 ratings

training content:

4.3

Content comprehensibility:

4.7

Practical relevance:

4.3

Trainer expertise:

4.7

Participant orientation:

4.7

Method variety:

4.3

Joint online training

Booking number
33058

€ 1.390,- plus VAT

Details

2 days

Online

2 Events

German

Events

Train several employees internally

Pricing upon request

Customized training courses according to your needs
Directly at your premises or online
Cost advantage from 5 participants
We contact you within 24 hours (Mon-Fri)

2 days

In-person or Online

Request

Start dates and details

17.07.2025

Live-Online

Details

Booking number: 33058

€ 1.390,- plus VAT.

€ 1,654.10 incl. VAT.

Course

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Technical notes

We use various software to conduct our online events.

To the system check

Days & Times

2 days

Limited number of participants

Thursday, 17.07.2025

10:00 am - 5:00 pm

Friday, 18.07.2025

09:00 am - 4:30 pm

06.10.2025

Live-Online

Details

Booking number: 33058

€ 1.390,- plus VAT.

€ 1,654.10 incl. VAT.

Course

zoom

Technical notes

We use various software to conduct our online events.

To the system check

Days & Times

2 days

Limited number of participants

Monday, 06.10.2025

10:00 am - 5:00 pm

Tuesday, 07.10.2025

09:00 am - 4:30 pm

Sufficient places are still free.

Don't wait too long to book.

Fully booked.

Training is guaranteed to take place

Booking number: 33058

€ 1.390,- plus VAT.

€ 1,654.10 incl. VAT.

Details

2 days

Limited number of participants

Booking number: 33058

€ 1.390,- plus VAT.

€ 1,654.10 incl. VAT.

Details

2 days

Limited number of participants

Book later

You are welcome to make a non-binding advance reservation.

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No suitable date?

You are welcome to be notified by e-mail as soon as new dates are released.

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