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Categories Corporate
Professional eBook

Excel Solutions for Accountants: Book 2

by Duncan Williamson
(53 ratings)
1 review
99
Language:  English
Four books with the title of Excel Solutions for Accountants: dozens and dozens of solutions. You get experience of the hundreds of cases that colleagues of yours have benefitted from over the years.
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This is the second in a series of four books with the title of Excel Solutions for Accountants: written after a career in the world of accounting, education and training: in which we have seen first hand what accountants know, what they think they know and what they don’t know.

All accountants have gaps in their knowledge and skills: this books fills them.

PPP: paper, pencil, plan. With complicated tasks, start with a pencil and paper: the more complicated the more you need PPP. You will see many examples throughout these pages in which accountants ignored PPP.

These books don’t contain the most glamorous or the most exotic of graphs, formulas and functions! What we have done is to take you step by step through hundreds of cases and problems that colleagues of yours have benefitted from over the years. What you are about to face come from our training and consultancy work: from one of the largest companies in the world to the individual cost accountant who was keen to learn more and more. Excel Files available here: https://drive.google.com/file/d/1VWq3tAjz2RKUspPND-hh-8GlUI383DH3/view

  1. Introduction
  2. Accountant Specific 2
    1. SUMPRODUCT v SUMIFS
    2. IFERROR()
    3. Trial Balance Using a Pivot Table
    4. Setting up the Pivot Table
    5. Preparing Financial Statements using Pivot Tables
  3. Compound Interest and Discounting: the time value of money
    1. Definitions
    2. Simple Interest Calculations
    3. Compound Interest Calculations
    4. Data Tables
    5. Let’s use the Compound Interest Factors
    6. Compounding Monthly or Weekly or Daily…Anything but Annually
    7. Excel’s Built in Finance Functions
    8. The True Cost of Giving and Receiving Credit: Annual Percentage Rate
  4. Data Validation and Form Controls
    1. Data Validation
    2. Linking your Lists
    3. Other Examples of Data Validation
    4. Form Controls
    5. Combo Box
    6. Scroll Bar
    7. List Box
    8. List Boxes Control and Instructions
    9. Check Box Control and Instructions
  5. Ratio Analysis 2: Statistical Analysis
    1. Reorganise some data
    2. Generate what are Called Descriptive Statistics
    3. Trendline Analysis
    4. Review the Function of a Straight Line in the Form Y = a + bX
    5. Consider Correlation Analysis
  6. Graphs 2
    1. Sparklines
    2. Panel Graphs
    3. Quadrant Graph
    4. Quadrant Graph with Scroll Bars
    5. Gantt Chart
    6. Waterfall Graph: Values
    7. Waterfall Graph %
  7. Pivot Tables 2
    1. Review
    2. Sales Report
    3. StDev #DIV/0!
    4. Profit Report
    5. Ratio Analysis: calculated fields
    6. Any Calculated Field you Like
    7. Value As
    8. Running Totals
    9. Difference From
    10. Grouping Data in a Pivot Table
Sthembile Mafutha
Just what I needed for my new position, thrown in a deep end with massive spreadsheets to do. So this book is 10/10.
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Duncan

Duncan Williamson

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