Most people who use Excel every day are only using a fraction of what it can do — enough to build a table, maybe a simple formula, but not enough to turn raw transactions into a financial statement, a budget forecast, or a pivot table that actually answers a question. That gap between basic and useful is exactly where this course operates.

This training course from the Arab British Fellowship Training Academy takes Excel from the accounting task outward: building financial statements and reviewing income and expense items, then the core interface, formulas, and functions, then pivot tables, filters, and charts for deeper analysis, and finally budgeting, feasibility studies, and linking Excel to Access for full accounting system design.

Course Objectives

• Build financial statements and accounting reports directly in Excel, including reviewing income and expense items.
• Master Excel's core interface, formulas, and functions such as SUM, AVERAGE, and COUNT.
• Use pivot tables, filters, and charts for advanced data analysis, including large datasets.
• Prepare budgets and feasibility studies, and evaluate performance against planned targets.
• Design accounting systems that link Excel with Access, including data models, files, and system reports.

Who Should Attend?

• Those interested in computer-based work, and administrators within government institutions.
• Accountants, since Excel is one of the most widely used accounting programs.
• Owners of private businesses or projects who want to organize their financial statements using modern methods.

Module 1: Excel as an Accounting Tool, from Data to Financial Statements

• The importance of Excel in designing accounting systems and analyzing data.
• Applications of financial operations: creating financial statements, analyzing computer-entered information, and summarizing operations.
• Reviewing income and expense items against assets and liabilities, and cost regulation.

Module 2: Excel Basics and Calculation Formulas

• The user interface and basic tools, creating and formatting tables and cells.
• Data entry and managing sheets and workbooks.
• Basic math formulas and key functions such as SUM, AVERAGE, and COUNT.
• Logical and conditional formulas for verification and analysis.

Module 3: Advanced Analysis: Pivot Tables, Charts, and Big Data

• Advanced table designs and creating pivot tables.
• Using filters and sorting for detailed analysis, and adding charts to represent data visually.
• Working with periodic tables and arrays to manage and analyze big data, and applying advanced functions.
• Using the solution wizard.

Module 4: Budgets and Feasibility Studies Using Excel

• Preparing the budget chart and handling the practical problems trainees typically face.
• The timeline and methods for preparing current budgets.
• Conducting feasibility studies and surveys of investment projects.
• Standard performance accounting, evaluation, and planning for improvement, and preparing profit-return charts.

Module 5: Designing the Accounting System and Linking Excel with Access

• Using Access in accounting system design, and clarifying system purposes, elements, and components.
• Designing files, data models, and data entry methods for the system.
• Creating informational reports and linking system information through micro and modular units.
• A full workshop: using the computer for analysis and critique of financial statements, with practical applications and case studies.