Creating Excel-based Financial Statements
A step-by-step Excel assignment designed for Accounting Information Systems courses.
ASSIGNMENT OVERVIEW:
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.
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This is step 1 of 4 in the Pathway to Excel Certification.
This assignment covers approximately 25% of the material tested on the Microsoft Office Specialist Excel Certification exam.
Key Topics and Learning Components
- Excel Skills for Accounting
- Opening and saving workbooks in multiple formats (XLSX, XLSM)
- 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)