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EXPO Katowice S.A.

Excel for accountants


Excel for accountants

The course bridges the gap between accounting subject matter expertise and knowledge related to advanced use of Microsoft Excel spreadsheet.
The proposed workshop is two days of intensive classes
The workshop, which has been organized for many years, enjoys unflagging popularity among participants and is very highly rated both in terms of content level and accessible teaching techniques. The workshop program is constantly modified by me and adapted to the changing needs of the market.

Target group

Excel for accountants is designed for financiers: accountants, analysts, finance staff who use the spreadsheet extensively.

Training methods

The course is conducted with modern, interactive methods, using a multimedia projector, with the active involvement of participants. All exercises are conducted on the basis of examples taken from practice. Classes, despite the presentation of complex factual knowledge, are conducted in an understandable manner, ensuring the assimilation of the transmitted knowledge by each participant of the course. Each participant receives a set of materials and electronic copies with all exercises conducted in the course and sample Microsoft Excel worksheets.

Participants take an active part throughout the course, performing a number of practical exercises, the acquired skills can be applied in their professional work immediately after the training is completed

Training program

  • The workshop program includes, but is not limited to, the following topics:
  • Comparison of Excel versions 2007, 2010, 2013, 2016, 2019, file types, program development, differences and commonalities, communication between different versions of the sheet
  • Brief recap :
    • Overview of Microsoft EXCEL sheet capabilities, program organization, document – workbook organization
    • Building, modifying, formatting worksheets, creating and using functions
    • Using relative, absolute and mixed references in formulas (e.g. A1, $A$1, $A1, A$1)
  • Optimal “personalization” of the program for work, advanced Excel settings options
  • Using local and global names valid on one sheet, declaring dynamic names, using names in formulas
  • Conditional formatting, application variants, editing conditional formats
  • Multiple nested functions, array formulas, numerical constants
  • Use of Excel functions from the following categories: mathematical, date and time, search and address, databases, financial, logical, text, informational
  • Inspection of formulas, error checking
  • Technologies for retrieving data from external sources (Excel data sources, database queries, use of MS Query module, retrieving data from various sources, use of Internet – data in XML format)
  • Use of pivot tables as a tool for business data analysis, principles of creating pivot tables
  • Creating and modifying pivot tables based on different data sources, custom calculation fields, data grouping, custom data formatting in pivot tables, conditional formatting in a pivot table,
  • Use of fragmenter in dynamic data presentation
  • Database functions, examples of practical applications, selection of criteria, alternative and conjunction of criteria
  • Importing data from text files into Excel – analyzing text data, automating data refresh.
  • Sheet protection, workbook protection, data validation
  • Optimize solutions to complex problems using Solver add-in, forecasting
  • Speeding up work with Excel templates, templates with macro commands
  • Creating electronic forms in Excel, using controls (lists, drop-down lists, buttons, dials) in forms
  • Recording, running and editing macros, splitting long macros into procedures, scheduling macro recording for optimal playback, macros with relative and absolute reference
  • Consolidating data from different worksheets, different ways of consolidation
  • Organizing Excel work on a computer network: simultaneous work of multiple users on a single worksheet, linking worksheets and workbooks using a computer network, merging data from multiple worksheets
  • Graphical presentation of accounting data using charts (composite charts, charts presenting multiple data series, trend analysis on chart, custom charts, charts based on data from pivot tables),
  • Building multivariate models using scenarios, scenario summaries


Benefits of training

After completing the training, participants will be able to apply the skills they have learned to creatively use the program in their daily work, in data analysis and to build workbooks that will make decision-making based on reliable and accurate data. Learning the techniques of using Microsoft Excel will make work easier and more efficient.

Upon completion of the training, each participant will be able to:


After the training, the participant will receive a certificate confirming participation in the training and acquired knowledge.


Projekt bez nazwy-41

Janusz Gach

He has been providing training for years, explaining the intricacies of spreadsheets and accessibly showing the possibilities behind them. He specializes in Microsoft Excel, as well as other elements of the MS Office suite. His training courses are aimed at employees in the financial sector, as well as other office workers, engineers, salespeople of various professions. The trainer’s training courses and classes are used by all who wish to expand their practical use of the spreadsheet: both at a basic and more advanced level.

Trainings EXPO Katowice S.A.

Individual training

If you have not found a training course in our offer that perfectly suits your company’s needs, we encourage you to contact us. We will create a personalised offer for you, taking into account the specific needs and preferences of your company.