Accounting Information Systems

A step-by-step Excel assignment designed for Accounting Information Systems courses.

This presentation is a step-by-step Excel tutorial designed for Accounting Information Systems courses. Students follow 40 PowerPoint slides with individually numbered steps that guide them through building, analyzing, and auditing a spreadsheet using Excel features commonly applied in accounting and auditing contexts.

Excel Skills for Accounting
- Opening and saving workbooks in multiple formats (XLSX, XLSM)
- Using Excel workbook templates
- Importing and working with CSV files
- Hiding columns and using Excel Tables
- Applying core Excel functions, including:
  - CONCAT, MATCH, ISNA, NOT
  - VLOOKUP, IF, IFNA
- Filtering and auditing data, such as identifying logins after termination
- Managing and reviewing unauthorized users during audit procedures

Data Visualization and Analysis
- Creating Pivot Tables and Sparklines
- Building Chart Worksheets
- Removing duplicate records
- Using COUNTIF for quick analysis
- Modifying charts by copying, repositioning, switching rows and columns, and customizing styles and borders

Organizational and Output Tools
- Creating organizational charts
- Printing workbooks to PDF
- Using templates to improve efficiency
- Ensuring backwards compatibility with earlier Excel versions

Automation and Customization
- Recording macros and understanding macro shortcuts and security considerations
- Customizing the Excel Ribbon and Quick Access Toolbar (QAT)

This assignment covers approximately 25% of the material tested on the Microsoft Office Specialist Excel Certification exam. Students are ready to sit for the certification exam after completing this assignment.

Step 1: Record your 4-digit Spreadsheet ID

The Spreadsheet ID is used throughout the assignment to help ensure each student submits unique work.

Students: Your Spreadsheet ID appears on your dashboard.
Faculty/Teaching Assistants: You may use any 4-digit number as your Spreadsheet ID.

Step 2: Download the assignment files

If you already downloaded the exercise files from your dashboard, you may skip this step.

↓ Download the ais.zip file

You will start the assignment with a blank Excel workbook.
These files will be used later in the video as you build the assignment step by step.

Important:
After downloading, you must extract (unzip) the files before using them.

Windows: Right-click the ZIP file and choose Extract All
macOS: Double-click the ZIP file to extract the contents

Keep the extracted files available while you work through the video.

Step 3: Complete the assignment alongside the instructional video

Choose the tutorial that matches your Excel environment:

Watch the 2 hour, 21 minute step-by-step tutorial

Watch the 2 hours, 21 minute step-by-step tutorial

View background on why this assignment requires Excel for Windows or Mac.

Step 4: Submit your completed spreadsheets and PDF file via your dashboard and then complete the quiz

return to your dashboard

Keep these tips in mind to ensure clean submission of your work:

Close Excel completely before attempting to upload your work.
Make use of the alternate submission methods if needed.

How This Assignment Is Graded

An automated tool is used to grade your work based on completion and accuracy, including partial points for incorrect steps. Your instructor determines how scores are applied toward course credit.

Need help?

FAQs

Click here to access of list of frequently asked questions about this assignment.

Support

Support is email-based. In rare instances Zoom meetings are available when issues cannot be resolved otherwise.

Accounting Information Systems Assignment