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Excel

Excel is one of the most popular end-user tools in the accountant’s portfolio. Spreadsheets enable us to quickly and flexibly perform analysis that otherwise would be difficult or time-consuming; however, there is a tendency to place undue trust in them. The Excel Community is a 'one-stop shop' for accountants who want to use Excel better and understand and minimise spreadsheet risk.

In this section

Features and articles

Excel tips: the Power Query revolution

Power Query fundamentally changes how the vast majority of users need to design spreadsheet models and solutions. Microsoft Excel guru Simon Hurst argues that Power Query changes everything about Excel – including training.

Blogs and discussions

Power Query and financial modelling – conditional sums

This is the second article in a series that looks at various Excel modelling issues and challenges in order to see whether the Power Query/Get & Transform tools can be a viable alternative to more traditional Excel cell-based solutions.

Webinars and recordings

Power BI Desktop - turn data into action

Almost exactly two years ago, Rishi Sapra presented an excellent introduction to Power BI and its capabilities. Since then, Microsoft has continued to update Power BI with significant updates arriving monthly. This webinar will focus on the free version of Power BI, Power BI Desktop, and cover the different components of Power BI Desktop using a practical example to take you from raw data to interactive report.

PivotTables

A starter kit for the most powerful data analysis and presentation tool in Excel, the PivotTable.

INDEX MATCH

The combination function INDEX MATCH is the most powerful, reliable, and flexible solution for any lookup-and-reference problem.

The Library & Information Service provides a hand-picked collection of eBooks as a benefit of membership. If you are unable to access an eBook, please see our Help and support or contact library@icaew.com

Financial modeling in Excel for Dummies

A beginner's guide to financial modeling using Microsoft Excel.

Mastering financial mathematics in Microsoft Excel: a practical guide to business calculations (3rd edition)

Fully updated and compliant with Excel 2013, this clearly explains the basic calculations for mathematical finance, backed up with simple templates for further use and development, and a workbook with exercises and solutions at the end of each chapter

Advanced Excel reporting for management accountants

Automating management reporting with Microsoft Excel.

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