Advanced Excel Formulas for Accountants

(39 reviews)

by Paula Guilfoyle

This course explores advanced Excel accounting functions and how you can apply them in your finance work. Learn how to calculate future value, carry out one and two variable analysis, use reference functions, create dynamic ranges and more, in this course.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

Use ACPD101 for 10% off any purchase.

This course will enable you to

  • Employ Excel’s suite of financial functions to calculate loan repayment and investment returns
  • Use functions such as Goal Seek and Scenario Manager, to analyse data and solve problems including both one and two variable analysis
  • Use OFFSET, INDIRECT and other Lookup and Reference functions to reference data from other worksheets, create dynamic functions and carry out lookups
  • Use named ranges and user defined functions to make navigation easier and formulas simper to read

About the course

Excel is an extremely powerful tool for accountants but are you using it to its full potential? Take your Excel skills to the next level, by mastering more advanced techniques, and understanding how they can be applied in your finance role.

This advanced Excel course for accountants will help you develop essential skills for complex calculations, such as calculating loan repayments and performing what-if analysis on your data. You'll learn how to calculate future value, conduct one- and two-variable analysis, and utilise reference functions effectively. Additionally, you'll discover how using named ranges and user-defined functions can boost your efficiency at work.

Look inside

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Contents

  • Financial functions
    • Welcome
    • Future value
    • Effective interest rate
    • Present and net present values
    • NPV function
    • Lenders and the PMT function
  • Analysis for accountants
    • Welcome
    • Two variable analysis
    • What are Scenario Manager, Goal Seek and Solver?
    • Scenario Manager
    • Goal Seek
    • Solver
  • Reference functions
    • Welcome
    • The benefits of reference functions
    • OFFSET function
    • OFFSET
    • INDIRECT Function
    • INDIRECT
    • ROWS and COLUMNS
    • CHOOSE function
  • Named ranges and user defined functions
    • Welcome
    • Benefits of named ranges
    • Setting up a dynamic named range
    • User Defined Functions
    • LET function

How it works

Author

Paula Guilfoyle

Paula practiced in Industry for over 15 years, working with both small and large private companies, before moving on to teach Excel and Power BI to accountants and professionals.

Reviews

4.2
(39 reviews)
5
4
3
2
1
 
 
 
 
    CM
    Christina M
    23 Mar 2025
    23 Mar 2025
    would have liked more examples of how to use Offset function.
    OS
    Oi Ying S
    09 Mar 2025
    09 Mar 2025
    Useful
    KD
    Kinga D
    29 Nov 2024
    29 Nov 2024
    great intro to more advanced formulas in excel
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Access to this course
Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours800+ unitshourshours800+ unitshourshours
Access period120 days120 days
Access to end 2025
12 months12+ months
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Use ACPD101 for 10% off any purchase.