Overview: Advanced Excel: Practical Applications for Accounting Professionals

Key topics

• Financial reporting & accounting workflows in Excel
• Core formulas and functions (IF, CONCAT, 3-D SUM)
• Filtering and subtotals (AutoFilter, SUBTOTAL)
• PivotTables for analysis and reporting (build, format, refresh)
• PivotTable extraction with GETPIVOTDATA
• Modern lookups (XLOOKUP, wildcards, REGEX match mode)
• Excel tables, structured references, and named ranges

Learning Objectives

• Reconstruct dynamic data retrieval workflows using XLOOKUP techniques.
• Evaluate different reference methods, including named ranges, to enhance formula reliability, scalability, and auditability.
• Formulate advanced Power Query solutions that integrate multiple external data sources, demonstrating the ability to synthesize disparate datasets into a cohesive, automated reporting system.
• Assess organizational and protection features in Excel to optimize data integrity and auditability in accounting workflows.

(This is a re-launch programme. No CPD hours will be granted if a member has previously enrolled for CMAI21022601 & CMAI23080122 Advanced Excel: Practical Applications for Accounting Professionals.)