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Excel Solutions for Accountants: Book 1

(61 ratings)
3 reviews
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 first 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:

  1. Introduction
  2. Accountant Specific 1
    1. Custom Formatting: I didn’t know it could do THAT!
    2. Goal Seek Car Loan
    3. Countif And Countifs
    4. Shopping List
    5. Monthly Financial Ratios
    6. Piece Work Analysis
    7. How to Highlight the Y Axis?
  3. Tables
    1. Definitions
    2. Lists
    3. Let’s Use Lists
    4. Creating Excel Tables
  4. Depreciation
    1. Definitions
    2. Depreciation Methods and Calculations
  5. Ratio Analysis 1
    1. Template Approach
    2. The Financial Statements and their Source
    3. The Ratios: formulas/definitions
    4. Template Part 1: layout and fundamentals
    5. Template Part 2: the ratios
    6. data_working
    7. ratios_change
    8. common_size
    9. Income Statement
    10. Balance Sheet
    11. Statement of Cash Flow
    12. Graphics
    13. XY Scatter Graph
  6. Graphs 1
    1. Basic Graphs
    2. Multi Category Axis Chart
    3. Graphs Linked to an Excel Table
    4. Histograms
    5. Same Data Different View
    6. Pareto Graph
    7. Combo Box Controls your Graphs
    8. Sparklines
  7. Pivot Tables 1
    1. Definition
    2. Start with a List
    3. Create a Pivot Table
    4. Formatting a Pivot Table
    5. Layout of a Pivot Table
    6. Subtotals
    7. FILTERS (Page Fields) and Pivot Table Layout
    8. Let’s Improve: FILTERS
    9. Add More Fields
Absolute solution to Accountants who have not used the excel experience in doing calculation and graphs on financial data analysis.
The book is really fantastic, a must read for professional accountants.
I think that this book will help me become creative in excel.
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About the Author

Duncan Williamson