Get solutions to problems specifically faced by management accountants.
There is no time wasted on non-relevant topics.

Know the formula solutions to common problems

• Solve numbering not seeming to add up.
• Discover array formulas.
• Use SUBTOTAL to ensure correct grand total.
• Discover the free GenieMini add-in to quickly insert subtotals and perhaps save 2-3% of your day.
• Automate current month and YTD reports.
• Sum YTD through sheets.
• Avoid #DIV/0! and #VALUE! errors.
• Discover an alternative to IF that is often much shorter and simpler.
• Calculate mileage allowance from a banded table.
• Cash from sales using debtor days.
• Cash from sales using a debtors' profile.
• Create a formula that pays each third month.
• Learn ROUND, array formulas, SUBTOTAL, INDEX, CHOOSE, IF, N, MAX, MOD, SUMPRODUCT, INT, OFFSET and TRANSPOSE.

Report from moving data

• Create reports that get data from a table in which the positions of the data items change each month.
• Create formulas that cope with a growing table.
• Discover the issues and solutions of the VLOOKUP function.
• Include crosschecks.
• Learn the ISNA function.
• Use INDEX and MATCH to solve problems that VLOOKUP cannot.

Adopt best practices for workbook and sheet layout

• Discover how to arrange the top, side and sheet titles on every sheet.
• Format quickly with styles.
• Clearly identify inputs, processes and outputs.
• Apply sheet name, colour and flow conventions.
• Discover the six data-sheet types.
• Add the standard sheets Guide and Params to every workbook and understand their benefits.
• Discover what documentation to include, where and why.
• Include crosschecks that can’t be missed.
• Use the free GenieMini add-in to help standardise your worksheets.

Build an import and report application

• Make adjustments without making the sheet too wide.
• Create a system in which it is easy to check for new ledger codes and then include them.
• Learn how to use a "map" to summarise data.
• Learn SUMIF.

Consolidate

• Discover different ways of totalling data.
• Hear the pros & cons of the different methods.
• Learn the benefits of range names.
• Total dissimilar lists.
• Use PivotTable to consolidate.

Reconcile lists

• Discover the various ways to deal with duplicate entries in your data.
• Quickly reconcile amounts between two columns.
• Easily locate the non-balancing items in a single column of data.
• Learn COUNTIF.

Discover great time-saving tips

• Solve the problem of no parentheses for negatives.
• Drag and drop to swap columns of data.
• Keep files on the recently-used files list In Excel.
• Copy Page Setup settings to other sheets.
• Display two sheets of the same workbook at the same time.
• Synchronise scrolling between windows.

Prerequisites

Accountants (and many non-accountants, too) who have been using spreadsheets for some time and are quite familiar with the basics of formula construction, formatting and printing.

The seminar is designed for those working in accounting: it is not essential for delegates to be qualified accountants. Though the course uses common accounting applications, the techniques can be applied widely.

• Be assured the advice you get is well-proven and utilised.
• Feel free to ask questions.
• Get time away from the office and constant interruptions.
• Enjoy a friendly environment where you don’t feel you’re holding others up.
• Instantly apply what you’ve learned on return to work.