Course Description

Synopsis:

This module specifically targets the creation of reusable Excel templates within an accounting context, emphasising the critical design rules that ensure these templates are both efficient and effective for ongoing use.

Participants will gain insight into designing Excel spreadsheets that cater to the unique demands of accounting tasks. The course will cover key principles in structuring templates to maximise clarity, accuracy, and adaptability, ensuring they can be easily updated and scaled according to business needs.

Through exploring best practices in workbook structure and learning how to address common spreadsheet performance issues, attendees will learn how to craft templates that serve as powerful tools in streamlining accounting processes.

Part 1 of this module will cover the following areas:

• Exploring Excel's strengths and boundaries
• Identifying when spreadsheets fall short
• Key traits of an effective spreadsheet designer
• Best practices for spreadsheet design
• Hands-on activities

Designing an Excel Template for Accounting Tasks: Efficiency Starts Here (Part 2) will cover optimal workbook structure guidelines, address and resolve spreadsheet performance issues, cover a general understanding of formulas, functions, and cell references, and the use of AI in Excel.

Intended For:

• Audit Professionals / PAIP 
• Finance Professionals  / PAIB 
• Public Sector Finance

Accountants who regularly incorporate Excel into their daily tasks and are seeking methods to enhance their work efficiency will be the primary audience group for this e-learning content.   

Competency Mapping:

• CPE Category 5 = 1.0 Hour