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Advanced Excel for Accountants

Take your Excel skills to the next level with advanced techniques and powerful tools. Learn Index Match, advanced PivotTables, and basic macros to supercharge your productivity.

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Access all courses starting at $25/month.

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3 hrs 14 mins

📖

40 Lessons

🎓

5.5 NASBA CPE Credits

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Language: English

This Advanced Microsoft Excel course is designed to help you master the most powerful tools and techniques Excel has to offer. Building on the foundations of our Excel Bootcamp, this course dives into advanced formulas, dynamic functions, and complex tools like Index Match, advanced PivotTables, and macros.

With hands-on exercises and practical examples, you’ll learn how to create efficient, professional spreadsheets that streamline your work and provide actionable insights. 

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In this course, you'll learn...

✅  How to use Index Match, the most powerful Excel formula, for dynamic data lookups. 

✅  Advanced PivotTable functions for deep data analysis. 

✅  Basics of macros to automate repetitive tasks and improve efficiency. 

✅  Essential advanced formulas, including MIN, MAX, and conditional logic. 

✅  Formatting and design techniques for clear, professional spreadsheets. 

✅  Error-proofing your spreadsheets with dynamic and scalable design principles. 

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How you'll apply these skills...

  • Streamline complex data analysis and reporting tasks with advanced PivotTables. 
  • Automate routine processes with macros, saving hours of manual work.
  • Build dynamic, error-free models using Index Match for seamless data retrieval.
  • Impress stakeholders with clear, well-organized, and professional spreadsheets.
  • Save time and reduce errors with optimized formatting and advanced formulas.
  • Become the go-to expert in your organization for advanced Excel solutions. 

Additional Info

📝  Format
      3-6 minute videos, 7 quizzes, and a final exam

🖥️  Field of Study
      Computer Software & App

💼  CPEs
      5.5

📋  Prerequisites
      You should have a solid intermediate knowledge of Excel (e.g. VLOOKUP, SUMIFS, COUNTIFS, PivotTables, etc.)

      We also recommend taking our Excel VBA Macros Bootcamp which is a fantastic complement to this course. If you need a quick refresher on some of the basics, checkout our Microsoft Excel Bootcamp.

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Access all courses starting at $25/month.

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Copyright © 2025 Wisdify, Inc. All Rights Reserved. Wisdify, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Corey

Corey is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Corey is a big believer in the power of online learning and community with 15 years of finance and accounting experience.

Kelsey Murphy

Kelsey is Wisdify’s expert content developer. Taking feedback from our students, Kelsey creates extremely relevant blog posts and leads the development of Wisdify’s other free resources.

Prior to Wisdify, Kelsey worked as a business technology strategy consultant for Forrester, a global research and advisory firm. While there, she acted as project manager for numerous research-based consulting projects.

Kelsey earned a BA in Economics and Mathematics from Wellesley College.

Madison Bess

Madison oversees the social media strategy at Wisdify and makes sure we stay closely connected with our students, receive their feedback, and provide our students with valuable information.

Prior to Wisdify, Madison successfully ran the social media accounts for multiple companies. She also found time to start her own personal training company (which she still runs).

Madison earned a BA in English from Brigham Young University.

Maryn Coughran

Maryn is a co-founder and leads the marketing and outreach efforts at Wisdify. She ensures we are connecting with our customers, hearing their feedback, and then implementing their suggestions.

Prior to Wisdify, Maryn co-founded (along with Nate) BostonExcel, a Microsoft Excel training company that worked with dozens of companies in virtually every industry. Maryn’s clients included numerous Fortune 1000 companies, prestigious universities, startups and everything in between. She also happened to write and illustrate a children’s book. Let’s just say she’s a woman of many talents.

Maryn earned a BA in Economics from Wellesley College.

Joe

Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community with 20 years of finance and accounting experience.

 

The Buckaroos

Gwyn, Jack, and Kate are the adorable tow-heads that lead up Wisdify’s campaigns on cuteness, energy, and sleep-deprivation.