Tools of the Trade

Would you like to work more efficiently by more fully using Microsoft Excel and Access? Would you like to know the features of Excel that are most applicable to the accountant? Do you want to learn how to make Excel do more of your work, allowing you to be more efficient? Have you heard of Microsoft Access, but aren’t quite sure if it is relevant to the accountant? Would you like to see if Access can help you? This course is for you!

This course will demonstrate practical features of Excel, ranging from simple to advanced. There are features that can help you regardless of your experience level. This is not a “how to use Excel” course, this is a “how the accountant can better use Excel” course. We will also introduce Microsoft Access, and demonstrate how it to can be used by the accountant. Although these two applications by themselves are very useful to the accountant, using them together can provide incredible efficiency gains. We will demonstrate how to combine the power of an Access database with the flexibility of Excel.

Objectives
· Master the features of Excel that are most relevant to the accountant, and how to use them in everyday work to become more efficient.
· Discover general concepts of Microsoft Access, fundamental database structure and simple features you can use.
· Understand how to use Excel and Access together, how to get data exchanged between the two applications and the strengths of each.

Major Topics
· Basic Excel features: subtotal function, top keyboard shortcuts, skinny row technique, paste special, hyperlinks, move/copy sheet, sorting, best practices, financial functions and function wizard
· Intermediate Excel features: conditional format, data validation, IF function for error checking, vlookup function, named ranges, auto filter, data group, absolute vs. relative cell references, concatenate and nesting formulas
· Advanced Excel features: Pivot tables and external data ranges
· Microsoft Access fundamentals and introduction to database objects: tables, queries, forms and reports
· Using Access for simple functions, including sorting data and filtering data
· Compare the two applications by discussing when to use Access, when to use Excel, and the advantages and disadvantages of each application
· Using Excel and Access together, how to link tables and import and export data

Author/Instructor
Jeff Lenning CPA CITP

Workbook Download

Tools of the Trade