Available Course

Excel for Accounting and Audit Trainees

>> Click here to book this training as an In-House course <<

Duration: 3 Hours
CPD Hours: Attendance at this seminar will secure 3 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc)
Course Facilitator: Tristan White
T:  011-886-1395
E:  nerissa@probetatraining.co.za

Trainees need to hit the ground running when they join a firm but one of the biggest things that slow trainees down is Microsoft Excel. Imagine what the wasteful labour cost must be from using it inefficiently? Put your trainees in the lead by allowing ProBeta to help them be more efficient as we practically navigate the Excel functions / scenarios most often encountered in practice.


• Introduction: Terminology / layout and interface / move or copy sheets / Status Bar / various ways to Paste data • Recovering Lost Documents: Finding lost documents / Attaching to emails • Built in Templates: Invoices / Loan amortisation schedule • Navigating Seamlessly: Freeze panes / Quick access toolbar / How to navigate without a mouse / Line breaks. • Data Editing: Sorting / filtering / Subtotal formula / conditional formatting. • Data Searching: VLookUps / Search and Replace text. • Data Extraction: Flash fill / Text-to-Columns / Concatenate. • If Statements: If and CountIf formulae. • Clean up GL: Various helpful tools to clean up general ledger accounts • Building Formulae: Cell referencing within formulae i.e. relative and absolute references. • Tables / Graphs: Create pivot tables.

Investment managers First year SAICA Trainees Second year SAICA trainees Third year SAICA trainees


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