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Excel resources

The CGMA Store's Excel training resources are designed specifically for accounting and finance professionals. With this range of CPD resources, you will learn to leverage Excel features, functions and techniques to their full potential.

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Advanced Excel: Practical Applications for Accounting Professionals

Are you an accounting or finance professional with a good grasp of Excel who wants to take your skills to the next level? Learn about the Excel features that will help you achieve greater efficiency and automation.

£169.00 (members only)
£215.00

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Streamlined Excel Reporting Series

The Streamlined Excel Reporting Series includes four webcasts that will guide you through step-by-step demonstrations of how to create and use PivotTables to increase your productivity and effectiveness as a finance professional.

£239.00 (members only)
£299.00

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Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

This video introduces the PivotTable feature and covers the basics.

£79.00 (members only)
£99.00

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Streamlined Excel Reporting Series Session 2: Working with PivotTables

This video begins by comparing the formula-based reports to PivotTables. It digs into the details between these two report types so that you are comfortable applying them to specific workbooks.

£79.00 (members only)
£99.00

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Excel for Accounting Professionals Series (2016)

The eight-part video series is designed to walk through the Excel features, functions and techniques that will save you time. The series is designed progressively, ensuring that you have all prerequisite knowledge to implement the topics discussed.

£479.00 (members only)
£599.00

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Excel for Accounting Professionals Session 1: Tables and Named References

This video covers one of the most significant enhancements rolled out with Excel 2007, the table feature. It also covers named references and the five most important shortcuts so that you can improve your personal productivity.

£79.00 (members only)
£99.00

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Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

This video covers the function that sums better than the SUM function for accounting professionals. Also, it reviews the data validation and conditional formatting features and a technique to address a major pitfall of Excel.

£79.00 (members only)
£99.00

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Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data

This video finishes the PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering numerous filtering options, including slicers.

£79.00 (members only)
£99.00

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Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

This video covers the five workbook design principles that help you build reliable recurring-use workbooks, as well as workbook and worksheet organisation ideas.

£99.00 (members only)
£79.00

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Streamlined Excel Reporting Series Session 4: External Data and Pivot Charts

This video focuses on external data and digs into the details for retrieving data from other sources. You will learn how to retrieve data from simple text files as well as how to prepare data for use with Excel.

£79.00 (members only)
£99.00

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